tiprankstipranks

my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #19,370 out of 859,402 TipRanks' Investors
Success Rate
76%
410 out of 543
profitable transactions
Average Return
73.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.36%
6-Month Return▲ 5.54%
12-Month Return▲ 32.15%
YTD Return▲ 3.95%
Total Return▲ 131.88%

Best Trade

Opened at
Closed at-
Gain▲ 1476.46%

Bio

my main investment

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 4.32%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.02%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.40%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.96%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.08%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.31%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 4.42%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.32%
▲ 10.96%▲ 2.38%▲ 1.02%
▼ 3.68%▲ 0.19%▲ 0.34%
▼ 0.10%▲ 0.08%▼ 0.40%
▲ 4.06%▲ 1.47%▲ 3.96%
▼ 1.12%▼ 0.86%▲ 0.08%
▲ 0.60%▼ 4.94%▼ 4.31%
▲ 13.18%▲ 7.89%▲ 4.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
7.53%
▲ 62.51%
29
Buy
Mar 24, 2026
SPDR S&P 500 ETF Trust
11.64%
▲ 22.93%
24
Buy
Mar 24, 2026
Chevron
0.02%
▲ 64.58%
22
Sell
Mar 23, 2026
Global X Superdividend ETF
0.7%
▲ 3.54%
1
Open
Mar 11, 2026
International Business Machines
9.59%
▲ 81.61%
29
Buy
Feb 24, 2026
Coca-Cola
1.03%
▲ 12.52%
15
Buy
Jan 20, 2026
Realty Income
8.49%
▲ 28.81%
34
Buy
Jan 14, 2026
Kenvue, Inc.
▼ 18.44%
2
Close
Jan 14, 2026
Walmart
0.45%
▲ 59.31%
4
Buy
Dec 29, 2025
Celsius Holdings
0.84%
▼ 21.05%
4
Buy
Nov 06, 2025
Exodus Movement, Inc. Class A
0.19%
▼ 73.74%
2
Buy
Oct 27, 2025
AC Immune SA
0.13%
▼ 14.48%
1
Open
Oct 27, 2025
Procter & Gamble
0.19%
▼ 5.23%
4
Open
Oct 09, 2025
Air Products and Chemicals
1.07%
▲ 28.76%
6
Buy
Oct 09, 2025
Johnson & Johnson
0.61%
▲ 51.51%
6
Buy
Oct 09, 2025
AbbVie
1.87%
▲ 44.52%
10
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
0.97%
▲ 21.56%
7
Buy
Oct 09, 2025
Pfizer
1.54%
▲ 11.05%
7
Buy
Oct 09, 2025
Amcor
0.22%
▼ 5.44%
3
Buy
Oct 09, 2025
Beam Therapeutics
0.63%
▲ 26.05%
3
Buy
Oct 09, 2025