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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #87,408 out of 818,587 TipRanks' Investors
Success Rate
87 out of 120
profitable transactions
profitable transactions
Average Return
14.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.86%
6-Month Return▲ 22.20%
12-Month Return▲ 27.79%
YTD Return▲ 22.53%
Total Return▲ 11.63%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 2.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.08%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.91%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.66%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.42%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 2.51%
Sep 2025
▼ 12.86%▼ 1.27%▼ 2.54%
▼ 1.80%▼ 5.57%▼ 0.54%
▲ 1.84%▼ 0.87%▲ 1.08%
▲ 12.20%▲ 6.28%▲ 5.92%
▲ 6.24%▲ 5.14%▲ 4.91%
▲ 27.91%▲ 2.30%▲ 3.66%
▲ 4.87%▲ 2.05%▲ 2.42%
▲ 8.78%▲ 2.32%▲ 2.51%
Recent Activity
Visa
1.81%
▲ 7.22%
6
Open
Sep 15, 2025
Rio Tinto
0%
▲ 11.24%
4
Sell
Sep 15, 2025
Target
―
▼ 14.11%
3
Close
Aug 13, 2025
Dollar Tree
1.02%
▼ 16.55%
1
Open
Jul 25, 2025
iShares Lithium Miners and Producers ETF
0.99%
▲ 11.86%
1
Open
Jul 23, 2025
YieldMax COIN Option Income Strategy ETF
0.84%
▼ 15.83%
1
Open
Jul 23, 2025
Ethereum
―
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1%
▲ 7.85%
1
Open
Jun 11, 2025
Alibaba
2.59%
▼ 9.15%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.21%
▲ 24.81%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
8.22%
▲ 69.97%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.28%
▲ 27.16%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
6.8%
▲ 27.67%
2
Sell
Mar 27, 2025
CoStar Group
1.96%
▲ 9.98%
1
Open
Mar 27, 2025
TSMC
2.79%
▲ 56.60%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.66%
▼ 8.14%
1
Open
Mar 27, 2025
Global X Uranium ETF
3.15%
▲ 74.78%
1
Open
Mar 20, 2025
NICE
1.82%
▲ 1.09%
1
Open
Mar 14, 2025
Meta Platforms
―
▲ 5.10%
5
Close
Feb 20, 2025
Microsoft
2.17%
▲ 11.69%
5
Open
Jan 21, 2025