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Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #124,467 out of 848,813 TipRanks' Investors
Success Rate
68%
85 out of 125
profitable transactions
Average Return
19.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.34%
6-Month Return▲ 15.68%
12-Month Return▲ 30.27%
YTD Return▲ 5.29%
Total Return▲ 21.85%

Best Trade

Opened at
Closed at-
Gain▲ 579.53%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 2.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.15%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 5.29%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 2.00%
▼ 0.10%▲ 0.08%▲ 1.15%
▲ 3.61%▲ 1.24%▲ 5.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Monday.com
0.7%
▼ 10.17%
1
Open
Dec 23, 2025
Oracle
1.58%
▼ 2.38%
1
Open
Dec 11, 2025
Advanced Micro Devices
0%
▲ 34.75%
7
Sell
Nov 24, 2025
Global X Uranium ETF
5.59%
▲ 72.20%
2
Buy
Nov 24, 2025
Apple
▲ 22.16%
4
Close
Nov 21, 2025
Kinross Gold
5.44%
▲ 579.53%
3
Sell
Oct 28, 2025
Defiance Quantum ETF
1.92%
▲ 4.40%
1
Open
Oct 28, 2025
Visa
1.61%
▲ 6.21%
6
Open
Sep 15, 2025
Rio Tinto
0%
▲ 50.58%
4
Sell
Sep 15, 2025
Target
▼ 14.11%
3
Close
Aug 13, 2025
Dollar Tree
1.38%
▲ 22.62%
1
Open
Jul 25, 2025
iShares Lithium Miners and Producers ETF
1.59%
▲ 99.89%
1
Open
Jul 23, 2025
YieldMax COIN Option Income Strategy ETF
0.45%
▼ 34.22%
1
Open
Jul 23, 2025
Ethereum
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1.6%
▲ 88.45%
1
Open
Jun 11, 2025
Alibaba
2.5%
▼ 8.30%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
6.82%
▲ 30.71%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
5.1%
▲ 40.21%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.32%
▲ 32.17%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
6.62%
▲ 37.91%
2
Sell
Mar 27, 2025