Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #152,168 out of 861,888 TipRanks' Investors
Success Rate
84 out of 126
profitable transactions
profitable transactions
Average Return
20.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.18%
6-Month Return▲ 6.56%
12-Month Return▲ 29.88%
YTD Return▲ 6.96%
Total Return▲ 23.78%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 3.03%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.05%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.20%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.80%
Jan 2026
▼ 1.28%
▼ 0.86%
▼ 2.27%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.12%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.20%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 2.58%
May 2026
▲ 10.96%▲ 2.38%▲ 3.03%
▼ 3.68%▲ 0.19%▼ 2.05%
▼ 0.10%▲ 0.08%▲ 1.20%
▲ 4.06%▲ 1.47%▲ 3.80%
▼ 1.28%▼ 0.86%▼ 2.27%
▲ 0.52%▼ 4.94%▼ 4.12%
▲ 16.06%▲ 10.51%▲ 7.20%
▲ 7.56%▲ 2.64%▲ 2.58%
Recent Activity
Chevron
0%
▲ 31.27%
2
Sell
May 08, 2026
Blackstone Secured Lending Fund
1.54%
0.00%
1
Open
May 08, 2026
NICE
0%
▼ 35.88%
2
Sell
May 07, 2026
Advanced Micro Devices
3.62%
▲ 51.12%
9
Open
Mar 02, 2026
Rio Tinto
―
▲ 69.82%
5
Close
Feb 09, 2026
Monday.com
0.38%
▼ 50.33%
1
Open
Dec 23, 2025
Oracle
1.56%
▼ 0.85%
1
Open
Dec 11, 2025
Global X Uranium ETF
5.7%
▲ 80.68%
2
Buy
Nov 24, 2025
Apple
―
▲ 22.16%
4
Close
Nov 21, 2025
Kinross Gold
5.01%
▲ 543.98%
3
Sell
Oct 28, 2025
Defiance Quantum ETF
2.3%
▲ 29.23%
1
Open
Oct 28, 2025
Visa
1.52%
▲ 5.26%
6
Open
Sep 15, 2025
Target
―
▼ 14.11%
3
Close
Aug 13, 2025
Dollar Tree
0.9%
▼ 17.63%
1
Open
Jul 25, 2025
iShares Lithium Miners and Producers ETF
1.89%
▲ 143.31%
1
Open
Jul 23, 2025
YieldMax COIN Option Income Strategy ETF
0.28%
▼ 47.19%
1
Open
Jul 23, 2025
Ethereum
―
▼ 9.73%
2
Close
Jun 12, 2025
Teva Pharmaceutical
1.7%
▲ 106.29%
1
Open
Jun 11, 2025
Alibaba
2%
▼ 11.60%
13
Open
Jun 03, 2025
JPMorgan Equity Premium Income ETF
6.36%
▲ 29.77%
2
Sell
Jun 03, 2025