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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #150,204 out of 832,562 TipRanks' Investors
Success Rate
64%
56 out of 87
profitable transactions
Average Return
21.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.89%
6-Month Return▲ 28.43%
12-Month Return▲ 26.02%
YTD Return▲ 30.81%
Total Return▲ 61.21%

Best Trade

Opened at
Closed at-
Gain▲ 306.84%

Bio

US Stock

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.98%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.75%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.41%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.43%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.06%
Nov 2025
▼ 0.68%
▼ 0.39%
▲ 0.28%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.98%
▲ 9.25%▲ 5.14%▲ 9.75%
▲ 7.60%▲ 2.30%▲ 3.37%
▲ 2.76%▲ 2.05%▲ 6.41%
▲ 12.88%▲ 3.56%▲ 10.13%
▲ 10.96%▲ 2.38%▲ 1.43%
▼ 3.57%▲ 0.19%▲ 2.06%
▼ 0.68%▼ 0.39%▲ 0.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
2.23%
▼ 0.79%
1
Open
Nov 03, 2025
Merck & Company
3.04%
▲ 22.58%
1
Open
Nov 03, 2025
Baidu
2.4%
▼ 4.91%
6
Sell
Oct 13, 2025
Alphabet Class A
3.11%
▲ 136.54%
4
Sell
Oct 13, 2025
Bank of America
2.24%
▲ 76.99%
2
Sell
Oct 13, 2025
Goldman Sachs Group
2.7%
▲ 13.63%
1
Open
Oct 13, 2025
Smith & Wesson Brands
▼ 44.64%
4
Close
Oct 08, 2025
S&P Global
3.03%
▲ 3.77%
1
Open
Oct 08, 2025
Vertex Pharmaceuticals
2.76%
▲ 8.21%
1
Open
Oct 08, 2025
Apple
5.54%
▲ 306.84%
3
Sell
Oct 01, 2025
Nvidia
3.56%
▲ 153.97%
2
Sell
Oct 01, 2025
TSMC
2.33%
▼ 0.05%
1
Open
Oct 01, 2025
Plug Power
▼ 58.99%
4
Close
Sep 23, 2025
Johnson & Johnson
▲ 14.02%
2
Close
Sep 23, 2025
Gilead Sciences
▲ 3.08%
2
Close
Sep 23, 2025
Oracle
1.5%
▼ 40.97%
1
Open
Sep 23, 2025
UnitedHealth
2.07%
▲ 12.41%
1
Open
Aug 22, 2025
Intel
▼ 40.83%
4
Close
Jul 24, 2025
Amgen
2.63%
▲ 12.75%
1
Open
Jul 07, 2025
Exelixis
1.67%
▼ 6.30%
1
Open
Jul 07, 2025