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New Portfolio - New Portfolio
Stockfin
New PortfolioIndividual Investor
Ranked #478,842 out of 825,627 TipRanks' Investors
Success Rate
17 out of 32
profitable transactions
profitable transactions
Average Return
2.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.45%
6-Month Return▲ 25.36%
12-Month Return▲ 6.47%
YTD Return▲ 1.06%
Total Return▲ 172.23%
Best Trade
Bio
I'm in the field of technology and my investment strategy is to find beaten-down stocks with strong fundamentals and decent upside. I invest primarily in the technology (consumer and enterprise) and bio sciences fields.
Performance
14.88%0-14.88%
▼ 6.38%
▼ 5.57%
▼ 9.52%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.42%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.88%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.51%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.04%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.56%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.33%
Sep 2025
▲ 10.60%
▲ 3.13%
▼ 1.17%
Oct 2025
▼ 6.38%▼ 5.57%▼ 9.52%
▲ 0.80%▼ 0.87%▼ 2.42%
▲ 11.63%▲ 6.28%▲ 14.88%
▲ 9.25%▲ 5.14%▲ 5.51%
▲ 7.60%▲ 2.30%▲ 0.04%
▲ 2.76%▲ 2.05%▲ 4.56%
▲ 12.88%▲ 3.56%▲ 2.33%
▲ 10.60%▲ 3.13%▼ 1.17%
Recent Activity
PubMatic
―
▼ 44.88%
5
Close
Oct 12, 2025
ON24
―
▼ 82.86%
5
Close
Oct 12, 2025
Unity Software
―
▼ 0.85%
2
Close
Oct 12, 2025
Akamai
―
▼ 6.17%
2
Close
Oct 12, 2025
Wayfair
―
▲ 37.09%
2
Close
Oct 12, 2025
Bill.com Holdings
―
▼ 12.34%
2
Close
Oct 12, 2025
Okta
11.11%
▼ 0.92%
1
Open
Oct 12, 2025
HubSpot
11.11%
▲ 4.39%
1
Open
Oct 12, 2025
Fidelity National Info
11.11%
▼ 2.05%
1
Open
Oct 12, 2025
Upstart Holdings
11.11%
▲ 2.22%
1
Open
Oct 12, 2025
Adobe
11.11%
▲ 6.07%
1
Open
Oct 12, 2025
Atlassian
11.11%
▲ 9.75%
1
Open
Oct 12, 2025
Wix
11.11%
▲ 3.30%
1
Open
Oct 12, 2025
Airbnb
11.11%
▲ 7.70%
1
Open
Oct 12, 2025
Fiserv
11.11%
▲ 2.95%
1
Open
Oct 12, 2025
SAGE Therapeutics
―
▼ 84.89%
2
Close
Jul 30, 2025
American Well
―
▼ 72.92%
2
Close
Feb 12, 2023
Irhythm Technologies
―
▼ 5.69%
2
Close
Jul 10, 2021
Sumo Logic
―
▲ 4.34%
5
Close
Jul 10, 2021
Opendoor Technologies
―
▲ 2.82%
2
Close
Jun 25, 2021