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Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #96,932 out of 814,897 TipRanks' Investors
Success Rate
71%
84 out of 119
profitable transactions
Average Return
13.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.65%
6-Month Return▲ 16.12%
12-Month Return▲ 25.23%
YTD Return▲ 20.21%
Total Return▲ 9.51%

Best Trade

Opened at
Closed at-
Gain▲ 299.59%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 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
▲ 27.88%
▲ 2.30%
▲ 3.66%
Jul 2025
▲ 2.24%
▲ 0.55%
▲ 3.00%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.40%
▼ 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%
▲ 27.88%▲ 2.30%▲ 3.66%
▲ 2.24%▲ 0.55%▲ 3.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
▼ 14.11%
3
Close
Aug 13, 2025
Dollar Tree
1.23%
▼ 0.95%
1
Open
Jul 25, 2025
iShares Lithium Miners and Producers ETF
0.97%
▲ 6.97%
1
Open
Jul 23, 2025
YieldMax COIN Option Income Strategy ETF
0.83%
▼ 18.37%
1
Open
Jul 23, 2025
Ethereum
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1%
▲ 6.58%
1
Open
Jun 11, 2025
Alibaba
2.01%
▼ 13.49%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.44%
▲ 25.32%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
8.8%
▲ 70.39%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.38%
▲ 28.05%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
7.07%
▲ 30.14%
2
Sell
Mar 27, 2025
CoStar Group
2.07%
▲ 13.84%
1
Open
Mar 27, 2025
TSMC
2.54%
▲ 38.87%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.69%
▼ 8.52%
1
Open
Mar 27, 2025
Global X Uranium ETF
2.86%
▲ 55.40%
1
Open
Mar 20, 2025
NICE
1.81%
▼ 1.46%
1
Open
Mar 14, 2025
Meta Platforms
▲ 3.94%
5
Close
Feb 20, 2025
Microsoft
2.21%
▲ 11.55%
5
Open
Jan 21, 2025
Nvidia
2.33%
▲ 22.66%
3
Open
Jan 21, 2025
Eli Lilly & Co
1.81%
▼ 3.56%
1
Open
Jan 21, 2025