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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #94,538 out of 822,163 TipRanks' Investors
Success Rate
86 out of 120
profitable transactions
profitable transactions
Average Return
17.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.34%
6-Month Return▲ 43.20%
12-Month Return▲ 28.45%
YTD Return▲ 27.20%
Total Return▲ 15.88%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.54%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.08%
Apr 2025
▲ 11.63%
▲ 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%
▲ 2.42%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.06%
Sep 2025
▲ 4.95%
▲ 0.44%
▲ 2.27%
Oct 2025
▼ 6.38%▼ 5.57%▼ 0.54%
▲ 0.80%▼ 0.87%▲ 1.08%
▲ 11.63%▲ 6.28%▲ 5.92%
▲ 9.25%▲ 5.14%▲ 4.91%
▲ 7.60%▲ 2.30%▲ 3.66%
▲ 2.76%▲ 2.05%▲ 2.42%
▲ 12.88%▲ 3.56%▲ 4.06%
▲ 4.95%▲ 0.44%▲ 2.27%
Recent Activity
Visa
1.83%
▲ 8.44%
6
Open
Sep 15, 2025
Rio Tinto
0%
▲ 16.16%
4
Sell
Sep 15, 2025
Target
―
▼ 14.11%
3
Close
Aug 13, 2025
Dollar Tree
0.88%
▼ 25.67%
1
Open
Jul 25, 2025
iShares Lithium Miners and Producers ETF
1.19%
▲ 38.90%
1
Open
Jul 23, 2025
YieldMax COIN Option Income Strategy ETF
0.84%
▼ 7.54%
1
Open
Jul 23, 2025
Ethereum
―
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1.04%
▲ 15.88%
1
Open
Jun 11, 2025
Alibaba
2.82%
▼ 7.03%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.03%
▲ 25.83%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
7.99%
▲ 76.67%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.14%
▲ 25.55%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
6.58%
▲ 28.24%
2
Sell
Mar 27, 2025
CoStar Group
1.74%
▲ 0.59%
1
Open
Mar 27, 2025
TSMC
3.05%
▲ 75.71%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.65%
▼ 6.03%
1
Open
Mar 27, 2025
Global X Uranium ETF
3.54%
▲ 101.77%
1
Open
Mar 20, 2025
NICE
1.63%
▼ 6.54%
1
Open
Mar 14, 2025
Meta Platforms
―
▲ 1.95%
5
Close
Feb 20, 2025
Microsoft
2.17%
▲ 12.86%
5
Open
Jan 21, 2025