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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #137,850 out of 827,514 TipRanks' Investors
Success Rate
81 out of 121
profitable transactions
profitable transactions
Average Return
16.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.36%
6-Month Return▲ 20.27%
12-Month Return▲ 22.94%
YTD Return▲ 27.81%
Total Return▲ 16.44%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 1.08%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 5.92%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.91%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.66%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.41%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.03%
Oct 2025
▼ 1.52%
▼ 0.09%
▼ 0.27%
Nov 2025
▲ 0.80%▼ 0.87%▲ 1.08%
▲ 11.64%▲ 6.28%▲ 5.92%
▲ 9.25%▲ 5.14%▲ 4.91%
▲ 7.60%▲ 2.30%▲ 3.66%
▲ 2.76%▲ 2.05%▲ 2.41%
▲ 12.88%▲ 3.56%▲ 4.06%
▲ 10.96%▲ 2.38%▲ 3.03%
▼ 1.52%▼ 0.09%▼ 0.27%
Recent Activity
Kinross Gold
4.46%
▲ 418.65%
3
Sell
Oct 28, 2025
Defiance Quantum ETF
1.97%
▼ 0.17%
1
Open
Oct 28, 2025
Visa
1.76%
▲ 6.71%
6
Open
Sep 15, 2025
Rio Tinto
0%
▲ 23.25%
4
Sell
Sep 15, 2025
Target
―
▼ 14.11%
3
Close
Aug 13, 2025
Dollar Tree
1.12%
▼ 7.10%
1
Open
Jul 25, 2025
iShares Lithium Miners and Producers ETF
1.26%
▲ 44.96%
1
Open
Jul 23, 2025
YieldMax COIN Option Income Strategy ETF
0.66%
▼ 20.59%
1
Open
Jul 23, 2025
Ethereum
―
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1.27%
▲ 40.07%
1
Open
Jun 11, 2025
Alibaba
2.61%
▼ 8.74%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.1%
▲ 26.27%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
6.69%
▲ 53.01%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.2%
▲ 26.20%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
6.54%
▲ 25.84%
2
Sell
Mar 27, 2025
CoStar Group
1.47%
▼ 16.10%
1
Open
Mar 27, 2025
TSMC
3.1%
▲ 76.45%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.65%
▼ 7.02%
1
Open
Mar 27, 2025
Global X Uranium ETF
3.43%
▲ 92.67%
1
Open
Mar 20, 2025
NICE
1.57%
▼ 11.50%
1
Open
Mar 14, 2025