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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #150,124 out of 849,026 TipRanks' Investors
Success Rate
66%
59 out of 90
profitable transactions
Average Return
22.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.24%
6-Month Return▲ 27.09%
12-Month Return▲ 33.79%
YTD Return▲ 3.12%
Total Return▲ 68.29%

Best Trade

Opened at
Closed at-
Gain▲ 283.24%

Bio

US Stock

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 2.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.51%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 3.12%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▲ 2.06%
▼ 0.10%▲ 0.08%▲ 1.51%
▲ 2.78%▲ 1.51%▲ 3.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Las Vegas Sands
2.36%
▲ 43.16%
4
Sell
Jan 06, 2026
Visa
2.55%
▼ 0.49%
3
Open
Jan 06, 2026
Johnson & Johnson
2.57%
▲ 10.62%
3
Open
Jan 06, 2026
Lamb Weston Holdings
1.71%
▲ 5.80%
1
Open
Jan 06, 2026
PayPal Holdings
▼ 5.83%
4
Close
Dec 25, 2025
Nvidia
1.82%
▲ 169.47%
3
Sell
Dec 25, 2025
Walt Disney
2.21%
▲ 1.84%
1
Open
Nov 03, 2025
Merck & Company
3.24%
▲ 35.68%
1
Open
Nov 03, 2025
Baidu
2.91%
▲ 12.37%
6
Sell
Oct 13, 2025
Alphabet Class A
3.24%
▲ 149.65%
4
Sell
Oct 13, 2025
Bank of America
2.05%
▲ 68.23%
2
Sell
Oct 13, 2025
Goldman Sachs Group
2.85%
▲ 24.65%
1
Open
Oct 13, 2025
Smith & Wesson Brands
▼ 44.65%
4
Close
Oct 08, 2025
S&P Global
3.19%
▲ 13.28%
1
Open
Oct 08, 2025
Vertex Pharmaceuticals
2.56%
▲ 4.22%
1
Open
Oct 08, 2025
Apple
5.03%
▲ 283.24%
3
Sell
Oct 01, 2025
TSMC
2.66%
▲ 18.67%
1
Open
Oct 01, 2025
Plug Power
▼ 58.99%
4
Close
Sep 23, 2025
Gilead Sciences
▲ 3.08%
2
Close
Sep 23, 2025
Oracle
1.48%
▼ 39.24%
1
Open
Sep 23, 2025