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Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #122,196 out of 833,192 TipRanks' Investors
Success Rate
69%
85 out of 124
profitable transactions
Average Return
16.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.51%
6-Month Return▲ 15.91%
12-Month Return▲ 26.58%
YTD Return▲ 26.78%
Total Return▲ 15.50%

Best Trade

Opened at
Closed at-
Gain▲ 483.59%

Bio

Performance

12.88%0-12.88%
▲ 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%
▲ 2.41%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.03%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.98%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 0.93%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 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%
▼ 3.57%▲ 0.19%▼ 1.98%
▼ 0.06%▼ 0.12%▲ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
1.65%
▼ 3.46%
1
Open
Dec 11, 2025
Advanced Micro Devices
0%
▲ 30.55%
7
Sell
Nov 24, 2025
Global X Uranium ETF
5.14%
▲ 43.41%
2
Buy
Nov 24, 2025
Apple
▲ 22.16%
4
Close
Nov 21, 2025
Kinross Gold
4.92%
▲ 483.59%
3
Sell
Oct 28, 2025
Defiance Quantum ETF
1.91%
▼ 1.48%
1
Open
Oct 28, 2025
Visa
1.8%
▲ 8.19%
6
Open
Sep 15, 2025
Rio Tinto
0%
▲ 37.33%
4
Sell
Sep 15, 2025
Target
▼ 14.11%
3
Close
Aug 13, 2025
Dollar Tree
1.32%
▲ 11.74%
1
Open
Jul 25, 2025
iShares Lithium Miners and Producers ETF
1.34%
▲ 60.15%
1
Open
Jul 23, 2025
YieldMax COIN Option Income Strategy ETF
0.48%
▼ 36.53%
1
Open
Jul 23, 2025
Ethereum
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1.57%
▲ 75.23%
1
Open
Jun 11, 2025
Alibaba
2.32%
▼ 10.52%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.08%
▲ 28.92%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
5.14%
▲ 26.58%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.47%
▲ 32.35%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
6.6%
▲ 30.41%
2
Sell
Mar 27, 2025
CoStar Group
1.4%
▼ 18.59%
1
Open
Mar 27, 2025