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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #141,805 out of 803,756 TipRanks' Investors
Success Rate
74 out of 116
profitable transactions
profitable transactions
Average Return
8.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.13%
6-Month Return▲ 4.80%
12-Month Return▲ 20.68%
YTD Return▲ 9.53%
Total Return▼ 0.22%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.58%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 6.34%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.54%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.08%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.92%
May 2025
▲ 3.71%
▲ 1.29%
▲ 2.06%
Jun 2025
▲ 25.97%▲ 5.96%▲ 8.58%
▲ 5.10%▼ 2.41%▼ 6.34%
▲ 6.03%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▼ 2.54%
▼ 1.80%▼ 5.57%▼ 0.54%
▲ 1.83%▼ 0.87%▲ 1.08%
▲ 12.21%▲ 6.28%▲ 5.92%
▲ 3.71%▲ 1.29%▲ 2.06%
Recent Activity
Ethereum
―
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1%
▼ 1.91%
1
Open
Jun 11, 2025
Alibaba
2%
▼ 14.60%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
7.88%
▲ 20.78%
2
Sell
Jun 03, 2025
ProShares Bitcoin Strategy ETF
9.53%
▲ 55.08%
6
Buy
May 30, 2025
U.S. Global Jets ETF
2.13%
▲ 20.22%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
7.38%
▲ 24.03%
2
Sell
Mar 27, 2025
CoStar Group
2%
▲ 1.29%
1
Open
Mar 27, 2025
TSMC
2.49%
▲ 25.82%
1
Open
Mar 27, 2025
Berkshire Hathaway B
1.82%
▼ 8.79%
1
Open
Mar 27, 2025
Global X Uranium ETF
2.84%
▲ 42.36%
1
Open
Mar 20, 2025
NICE
2.28%
▲ 14.57%
1
Open
Mar 14, 2025
Meta Platforms
―
▲ 0.45%
5
Close
Feb 20, 2025
Microsoft
2.24%
▲ 8.96%
5
Open
Jan 21, 2025
Nvidia
2.01%
▲ 9.87%
3
Open
Jan 21, 2025
Eli Lilly & Co
2.26%
▲ 10.79%
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
0.91%
▼ 9.61%
6
Buy
Aug 07, 2024