New Portfolio - New Portfolio
Stockfin
New PortfolioIndividual Investor
Ranked #575,267 out of 858,896 TipRanks' Investors
Success Rate
11 out of 32
profitable transactions
profitable transactions
Average Return
-9.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 15.55%
6-Month Return▼ 39.63%
12-Month Return▼ 22.76%
YTD Return▼ 36.12%
Total Return▲ 54.57%
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
14.37%0-14.37%
▲ 12.88%
▲ 3.56%
▲ 2.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 7.12%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 12.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 7.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 14.37%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 13.44%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.62%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 10.57%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.33%
▲ 10.96%▲ 2.38%▼ 7.12%
▼ 3.68%▲ 0.19%▼ 12.14%
▼ 0.10%▲ 0.08%▲ 7.65%
▲ 4.06%▲ 1.47%▼ 14.37%
▼ 1.12%▼ 0.86%▼ 13.44%
▲ 0.60%▼ 4.94%▼ 3.62%
▲ 4.89%▲ 4.48%▼ 10.57%
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%
▼ 30.19%
1
Open
Oct 12, 2025
HubSpot
11.11%
▼ 57.26%
1
Open
Oct 12, 2025
Fidelity National Info
11.11%
▼ 34.62%
1
Open
Oct 12, 2025
Upstart Holdings
11.11%
▼ 45.04%
1
Open
Oct 12, 2025
Adobe
11.11%
▼ 33.59%
1
Open
Oct 12, 2025
Atlassian
11.11%
▼ 61.74%
1
Open
Oct 12, 2025
Wix
11.11%
▼ 52.17%
1
Open
Oct 12, 2025
Airbnb
11.11%
▲ 8.50%
1
Open
Oct 12, 2025
Fiserv
11.11%
▼ 54.23%
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