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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #16,997 out of 830,069 TipRanks' Investors
Success Rate
74%
396 out of 532
profitable transactions
Average Return
68.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.26%
6-Month Return▲ 16.74%
12-Month Return▲ 19.95%
YTD Return▲ 23.36%
Total Return▲ 123.14%

Best Trade

Opened at
Closed at-
Gain▲ 1332.57%

Bio

my main investment

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.12%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.13%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.02%
Oct 2025
▼ 5.03%
▼ 0.35%
▼ 0.03%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 1.12%
▲ 11.63%▲ 6.28%▲ 5.13%
▲ 9.25%▲ 5.14%▲ 5.32%
▲ 7.60%▲ 2.30%▲ 1.62%
▲ 2.76%▲ 2.05%▲ 2.84%
▲ 12.88%▲ 3.56%▲ 4.31%
▲ 10.96%▲ 2.38%▲ 1.02%
▼ 5.03%▼ 0.35%▼ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celsius Holdings
1.03%
▼ 7.61%
4
Buy
Nov 06, 2025
Exodus Movement, Inc. Class A
0.49%
▼ 35.83%
2
Buy
Oct 27, 2025
AC Immune SA
0.12%
▼ 18.38%
1
Open
Oct 27, 2025
Microsoft
7.47%
▲ 89.79%
28
Buy
Oct 09, 2025
International Business Machines
11.45%
▲ 125.58%
27
Buy
Oct 09, 2025
Procter & Gamble
0.2%
▼ 4.31%
4
Open
Oct 09, 2025
Coca-Cola
1%
▲ 10.56%
14
Buy
Oct 09, 2025
Air Products and Chemicals
0.96%
▲ 10.67%
6
Buy
Oct 09, 2025
Johnson & Johnson
0.54%
▲ 33.37%
6
Buy
Oct 09, 2025
AbbVie
2.1%
▲ 54.89%
10
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
1%
▲ 17.77%
7
Buy
Oct 09, 2025
Pfizer
1.51%
▲ 3.16%
7
Buy
Oct 09, 2025
Amcor
0.24%
▼ 1.40%
3
Buy
Oct 09, 2025
Beam Therapeutics
0.54%
▲ 4.02%
3
Buy
Oct 09, 2025
Colgate-Palmolive
0.11%
▲ 3.56%
1
Open
Oct 09, 2025
Protara Therapeutics
0.2%
▲ 32.00%
1
Open
Oct 09, 2025
Nvidia
17.33%
▲ 958.85%
24
Sell
Sep 30, 2025
Sapiens
▲ 44.14%
2
Close
Aug 18, 2025
Hess Midstream Partners
0.67%
▼ 16.37%
1
Open
Jul 29, 2025
SPDR S&P 500 ETF Trust
8.5%
▲ 23.41%
19
Buy
Jul 14, 2025