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Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #131,163 out of 802,872 TipRanks' Investors
Success Rate
65%
74 out of 114
profitable transactions
Average Return
9.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.26%
6-Month Return▲ 4.38%
12-Month Return▲ 19.55%
YTD Return▲ 10.12%
Total Return▲ 0.32%

Best Trade

Opened at
Closed at-
Gain▲ 206.94%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.58%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 6.34%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.54%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.08%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.92%
May 2025
▲ 4.71%
▲ 1.75%
▲ 2.61%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 8.58%
▲ 5.43%▼ 2.41%▼ 6.34%
▲ 5.99%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▼ 2.54%
▼ 1.80%▼ 5.57%▼ 0.54%
▲ 1.76%▼ 0.87%▲ 1.08%
▲ 12.21%▲ 6.28%▲ 5.92%
▲ 4.71%▲ 1.75%▲ 2.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
0%
0.00%
1
Open
Jun 11, 2025
Alibaba
2.17%
▼ 13.87%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.95%
▲ 20.74%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
9.95%
▲ 60.46%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.31%
▲ 23.09%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
7.38%
▲ 22.88%
2
Sell
Mar 27, 2025
CoStar Group
1.96%
▼ 1.51%
1
Open
Mar 27, 2025
TSMC
2.47%
▲ 23.04%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.86%
▼ 7.71%
1
Open
Mar 27, 2025
Global X Uranium ETF
2.79%
▲ 38.61%
1
Open
Mar 20, 2025
NICE
2.44%
▲ 21.31%
1
Open
Mar 14, 2025
Meta Platforms
▲ 0.99%
5
Close
Feb 20, 2025
Microsoft
2.25%
▲ 8.79%
5
Open
Jan 21, 2025
Nvidia
2.04%
▲ 10.10%
3
Open
Jan 21, 2025
Eli Lilly & Co
2.15%
▲ 4.62%
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
0.97%
▼ 7.31%
6
Buy
Aug 07, 2024
Rio Tinto
1.77%
▲ 1.54%
3
Buy
Jul 10, 2024