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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #107,227 out of 803,420 TipRanks' Investors
Success Rate
77 out of 114
profitable transactions
profitable transactions
Average Return
9.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.76%
6-Month Return▲ 6.45%
12-Month Return▲ 20.97%
YTD Return▲ 11.32%
Total Return▲ 1.42%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.58%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 6.34%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.54%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.08%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.92%
May 2025
▲ 5.90%
▲ 2.03%
▲ 3.73%
Jun 2025
▲ 25.97%▲ 5.96%▲ 8.58%
▲ 5.43%▼ 2.41%▼ 6.34%
▲ 5.99%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▼ 2.54%
▼ 1.80%▼ 5.57%▼ 0.54%
▲ 1.76%▼ 0.87%▲ 1.08%
▲ 12.21%▲ 6.28%▲ 5.92%
▲ 5.90%▲ 2.03%▲ 3.73%
Recent Activity
Ethereum
―
0.00%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1.01%
0.00%
1
Open
Jun 11, 2025
Alibaba
2.11%
▼ 14.00%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.82%
▲ 21.09%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
9.76%
▲ 60.53%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.21%
▲ 21.98%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
7.3%
▲ 23.85%
2
Sell
Mar 27, 2025
CoStar Group
1.99%
▲ 2.07%
1
Open
Mar 27, 2025
TSMC
2.5%
▲ 27.26%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.81%
▼ 8.68%
1
Open
Mar 27, 2025
Global X Uranium ETF
2.79%
▲ 41.33%
1
Open
Mar 20, 2025
NICE
2.43%
▲ 23.31%
1
Open
Mar 14, 2025
Meta Platforms
―
▲ 1.00%
5
Close
Feb 20, 2025
Microsoft
2.21%
▲ 8.78%
5
Open
Jan 21, 2025
Nvidia
2%
▲ 10.17%
3
Open
Jan 21, 2025
Eli Lilly & Co
2.2%
▲ 9.34%
1
Open
Jan 21, 2025
AT&T
―
▲ 54.95%
3
Close
Oct 09, 2024
Visa
―
▲ 10.68%
5
Close
Sep 24, 2024
Deutsche Bank AG
―
▲ 67.24%
4
Close
Sep 24, 2024
Advanced Micro Devices
0.94%
▼ 7.55%
6
Buy
Aug 07, 2024