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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #227,664 out of 858,746 TipRanks' Investors
Success Rate
59%
54 out of 91
profitable transactions
Average Return
16.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.52%
6-Month Return▲ 2.41%
12-Month Return▲ 46.54%
YTD Return▼ 5.38%
Total Return▲ 54.47%

Best Trade

Opened at
Closed at-
Gain▲ 284.63%

Bio

US Stock

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 10.13%
Sep 2025
▲ 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
▼ 1.10%
▼ 0.86%
▼ 2.26%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 7.06%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 2.88%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 10.13%
▲ 10.96%▲ 2.38%▲ 1.43%
▼ 3.68%▲ 0.19%▲ 2.10%
▼ 0.10%▲ 0.08%▲ 1.51%
▲ 4.06%▲ 1.47%▲ 1.25%
▼ 1.10%▼ 0.86%▼ 2.26%
▲ 1.22%▼ 4.94%▼ 7.06%
▲ 5.30%▲ 3.95%▲ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
2.22%
▼ 5.30%
1
Open
Apr 01, 2026
Oshkosh
1.64%
▲ 31.04%
2
Sell
Feb 09, 2026
Las Vegas Sands
2.29%
▲ 29.64%
4
Sell
Jan 06, 2026
Visa
2.59%
▼ 3.03%
3
Open
Jan 06, 2026
Johnson & Johnson
3.04%
▲ 16.24%
3
Open
Jan 06, 2026
Lamb Weston Holdings
1.74%
▲ 1.01%
1
Open
Jan 06, 2026
PayPal Holdings
▼ 5.83%
4
Close
Dec 25, 2025
Nvidia
1.91%
▲ 162.33%
3
Sell
Dec 25, 2025
Walt Disney
2.08%
▼ 10.94%
1
Open
Nov 03, 2025
Merck & Company
3.87%
▲ 51.72%
1
Open
Nov 03, 2025
Baidu
2.38%
▼ 7.92%
6
Sell
Oct 13, 2025
Alphabet Class A
3.33%
▲ 141.52%
4
Sell
Oct 13, 2025
Bank of America
2.18%
▲ 66.89%
2
Sell
Oct 13, 2025
Goldman Sachs Group
2.85%
▲ 16.30%
1
Open
Oct 13, 2025
Smith & Wesson Brands
▼ 44.65%
4
Close
Oct 08, 2025
S&P Global
2.75%
▼ 9.04%
1
Open
Oct 08, 2025
Vertex Pharmaceuticals
2.79%
▲ 5.41%
1
Open
Oct 08, 2025
Apple
5.43%
▲ 284.63%
3
Sell
Oct 01, 2025
TSMC
3.07%
▲ 27.38%
1
Open
Oct 01, 2025
Plug Power
▼ 58.99%
4
Close
Sep 23, 2025