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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #288,118 out of 798,480 TipRanks' Investors
Success Rate
52%
39 out of 75
profitable transactions
Average Return
7.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.00%
6-Month Return▼ 12.26%
12-Month Return▼ 7.44%
YTD Return▼ 9.25%
Total Return▲ 12.12%

Best Trade

Opened at
Closed at-
Gain▲ 231.38%

Bio

US Stock

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.85%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.20%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.56%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.67%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.98%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 6.19%
Apr 2025
▼ 1.48%
▲ 1.19%
▲ 1.28%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.85%
▲ 25.97%▲ 5.96%▲ 5.20%
▲ 5.39%▼ 2.41%▼ 3.56%
▲ 6.00%▲ 2.69%▲ 3.11%
▼ 12.86%▼ 1.27%▲ 0.67%
▼ 1.80%▼ 5.57%▼ 7.98%
▲ 1.74%▼ 0.87%▼ 6.19%
▼ 1.48%▲ 1.19%▲ 1.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
14.07%
▲ 55.58%
3
Buy
Mar 12, 2025
Viatris
0.11%
▼ 20.46%
3
Open
Feb 22, 2025
Baidu
3.53%
▼ 23.08%
5
Buy
Feb 18, 2025
Uber Technologies
3.41%
▲ 2.65%
1
Open
Feb 18, 2025
Invesco
2.33%
▼ 22.62%
1
Open
Feb 18, 2025
PayPal Holdings
2.8%
▼ 0.74%
3
Open
Feb 15, 2025
Smith & Wesson Brands
3%
▼ 51.95%
3
Buy
Mar 27, 2024
Oshkosh
2.41%
▼ 27.01%
1
Open
Mar 27, 2024
Nvidia
6.35%
▲ 68.61%
1
Open
Feb 20, 2024
Ferrari
▲ 61.06%
5
Close
Feb 03, 2024
Bank of America
3.33%
▲ 28.77%
1
Open
Jan 12, 2024
Workhorse Group
▼ 92.79%
9
Close
Nov 20, 2023
Plug Power
0.42%
▼ 87.44%
3
Buy
Nov 11, 2023
Republic Services
▲ 0.83%
2
Close
Nov 06, 2023
Stellantis
1.28%
▲ 2.81%
6
Sell
Jul 27, 2023
CNH Industrial
▲ 17.95%
2
Close
Mar 08, 2023
Visa
▲ 7.36%
2
Close
Mar 03, 2023
Intel
3.31%
▼ 46.90%
3
Buy
Feb 19, 2023
Alphabet Class A
4.11%
▲ 52.57%
3
Open
Feb 19, 2023
BlackRock
▼ 4.08%
3
Close
Aug 24, 2022