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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #19,742 out of 795,672 TipRanks' Investors
Success Rate
68%
344 out of 504
profitable transactions
Average Return
37.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.28%
6-Month Return▼ 3.62%
12-Month Return▲ 19.11%
YTD Return▼ 1.61%
Total Return▲ 77.98%

Best Trade

Opened at
Closed at-
Gain▲ 779.70%

Bio

my main investment

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.16%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.00%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.91%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.96%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 3.86%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.05%
▲ 10.00%▼ 0.89%▼ 0.70%
▲ 25.98%▲ 5.96%▲ 4.16%
▲ 5.34%▼ 2.41%▼ 3.00%
▲ 5.99%▲ 2.69%▲ 3.91%
▼ 12.86%▼ 1.27%▲ 1.49%
▼ 1.80%▼ 5.57%▼ 2.96%
▼ 6.01%▼ 3.62%▼ 3.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR S&P 500 ETF Trust
6.26%
▼ 0.11%
15
Buy
Apr 03, 2025
Celsius Holdings
0.43%
▲ 37.13%
1
Open
Mar 10, 2025
TSMC
1.84%
▲ 39.28%
7
Buy
Feb 27, 2025
Amdocs
▲ 9.53%
3
Close
Feb 26, 2025
Walgreens Boots Alliance
▼ 17.14%
6
Close
Feb 13, 2025
iShares Russell 2000 ETF
▲ 4.27%
2
Close
Feb 11, 2025
Nvidia
21.07%
▲ 550.23%
23
Sell
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.26%
▼ 6.78%
3
Buy
Dec 23, 2024
Pfizer
1.38%
▼ 15.93%
6
Buy
Dec 12, 2024
Verizon
1.26%
▲ 19.06%
18
Buy
Dec 02, 2024
AbbVie
1.94%
▲ 23.57%
9
Buy
Nov 11, 2024
3M
1.68%
▲ 48.02%
6
Buy
Nov 05, 2024
International Business Machines
9.32%
▲ 81.33%
25
Buy
Nov 05, 2024
Coca-Cola
0.69%
▲ 9.60%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
1.1%
▲ 8.45%
6
Buy
Nov 05, 2024
Chevron
5.15%
▲ 13.27%
20
Buy
Sep 09, 2024
Amcor
0.16%
▼ 0.28%
2
Buy
Sep 09, 2024
Walmart
0.38%
▲ 31.92%
3
Buy
Sep 03, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Vertiv Holdings
0.27%
▼ 24.27%
2
Buy
Jun 20, 2024