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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #226,329 out of 861,888 TipRanks' Investors
Success Rate
60%
55 out of 91
profitable transactions
Average Return
21.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.25%
6-Month Return▲ 3.81%
12-Month Return▲ 44.00%
YTD Return▲ 1.78%
Total Return▲ 66.17%

Best Trade

Opened at
Closed at-
Gain▲ 335.76%

Bio

US Stock

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 1.43%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.10%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.51%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.25%
Jan 2026
▼ 1.28%
▼ 0.86%
▼ 2.28%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 7.20%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.27%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 3.35%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 1.43%
▼ 3.68%▲ 0.19%▲ 2.10%
▼ 0.10%▲ 0.08%▲ 1.51%
▲ 4.06%▲ 1.47%▲ 1.25%
▼ 1.28%▼ 0.86%▼ 2.28%
▲ 0.52%▼ 4.94%▼ 7.20%
▲ 16.06%▲ 10.51%▲ 7.27%
▲ 7.56%▲ 2.64%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
2.15%
▼ 2.13%
1
Open
Apr 01, 2026
Oshkosh
1.36%
▲ 15.46%
2
Sell
Feb 09, 2026
Las Vegas Sands
2.1%
▲ 26.84%
4
Sell
Jan 06, 2026
Visa
2.52%
▼ 1.65%
3
Open
Jan 06, 2026
Johnson & Johnson
2.62%
▲ 11.33%
3
Open
Jan 06, 2026
Lamb Weston Holdings
1.66%
▲ 2.93%
1
Open
Jan 06, 2026
PayPal Holdings
▼ 5.83%
4
Close
Dec 25, 2025
Nvidia
2.12%
▲ 210.05%
3
Sell
Dec 25, 2025
Walt Disney
2.13%
▼ 3.00%
1
Open
Nov 03, 2025
Merck & Company
3.3%
▲ 37.19%
1
Open
Nov 03, 2025
Baidu
2.79%
▲ 7.65%
6
Sell
Oct 13, 2025
Alphabet Class A
3.96%
▲ 186.12%
4
Sell
Oct 13, 2025
Bank of America
2.03%
▲ 65.06%
2
Sell
Oct 13, 2025
Goldman Sachs Group
2.77%
▲ 20.25%
1
Open
Oct 13, 2025
Smith & Wesson Brands
▼ 44.65%
4
Close
Oct 08, 2025
S&P Global
2.49%
▼ 12.54%
1
Open
Oct 08, 2025
Vertex Pharmaceuticals
2.55%
▲ 2.06%
1
Open
Oct 08, 2025
Apple
5.79%
▲ 335.76%
3
Sell
Oct 01, 2025
TSMC
3.25%
▲ 43.32%
1
Open
Oct 01, 2025
Plug Power
▼ 58.99%
4
Close
Sep 23, 2025