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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #97,257 out of 808,558 TipRanks' Investors
Success Rate
81 out of 116
profitable transactions
profitable transactions
Average Return
11.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.80%
6-Month Return▲ 11.24%
12-Month Return▲ 18.25%
YTD Return▲ 16.16%
Total Return▲ 5.82%
Best Trade
Bio
Performance
14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▼ 6.34%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.39%
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
▲ 14.45%
▲ 1.03%
▲ 3.17%
Jul 2025
▲ 5.10%▼ 2.41%▼ 6.34%
▲ 6.03%▲ 2.69%▲ 3.39%
▼ 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%
▲ 14.45%▲ 1.03%▲ 3.17%
Recent Activity
Ethereum
―
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
0.91%
▼ 7.56%
1
Open
Jun 11, 2025
Alibaba
1.97%
▼ 14.28%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.68%
▲ 22.99%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
9.99%
▲ 75.17%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.36%
▲ 25.81%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
7.12%
▲ 25.39%
2
Sell
Mar 27, 2025
CoStar Group
2.02%
▲ 6.25%
1
Open
Mar 27, 2025
TSMC
2.7%
▲ 41.60%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.7%
▼ 11.83%
1
Open
Mar 27, 2025
Global X Uranium ETF
3.03%
▲ 57.57%
1
Open
Mar 20, 2025
NICE
2.01%
▲ 4.91%
1
Open
Mar 14, 2025
Meta Platforms
―
▲ 1.44%
5
Close
Feb 20, 2025
Microsoft
2.3%
▲ 11.36%
5
Open
Jan 21, 2025
Nvidia
2.34%
▲ 20.31%
3
Open
Jan 21, 2025
Eli Lilly & Co
2.09%
▲ 6.79%
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
1.21%
▲ 8.52%
6
Buy
Aug 07, 2024