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Josh's Portfolio - New Portfolio
Josh Ward
Josh's PortfolioIndividual Investor
Ranked #114,162 out of 803,420 TipRanks' Investors
Success Rate
41 out of 62
profitable transactions
profitable transactions
Average Return
22.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.48%
6-Month Return▼ 4.57%
12-Month Return▲ 24.02%
YTD Return▼ 1.40%
Total Return▲ 205.42%
Best Trade
Bio
This is my casual investment portfolio.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 15.37%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 11.49%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 4.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.14%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.19%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 15.88%
May 2025
▲ 5.72%
▲ 2.32%
▲ 4.63%
Jun 2025
▲ 25.97%▲ 5.96%▲ 15.37%
▲ 5.43%▼ 2.41%▼ 11.49%
▲ 5.99%▲ 2.69%▼ 4.53%
▼ 12.86%▼ 1.27%▼ 7.08%
▼ 1.80%▼ 5.57%▼ 8.14%
▲ 1.76%▼ 0.87%▼ 0.19%
▲ 12.21%▲ 6.28%▲ 15.88%
▲ 5.72%▲ 2.32%▲ 4.63%
Recent Activity
Schwab S&P 500 Index Fund- Select Shares
12.57%
▲ 6.64%
4
Buy
May 16, 2025
Future FinTech Group
0.02%
▲ 60.90%
7
Buy
Apr 22, 2025
Walt Disney
31.3%
▲ 32.16%
7
Buy
Apr 07, 2025
Microsoft
34.58%
▲ 33.81%
5
Buy
Apr 07, 2025
Norwegian Cruise Line
7.79%
▲ 19.16%
2
Buy
Apr 07, 2025
Gossamer Bio
0.12%
▲ 0.78%
1
Open
Mar 24, 2025
D-Wave Quantum
0.32%
▲ 89.56%
1
Open
Mar 24, 2025
Cinemark Holdings
12.37%
▲ 61.00%
8
Buy
Jul 31, 2024
Denny's
―
▼ 50.36%
4
Close
Jul 29, 2024
AMC Entertainment
―
▲ 34.95%
12
Close
May 15, 2024
Aquestive Therapeutics
0.93%
▼ 19.85%
4
Buy
Mar 07, 2024
Drive Shack
―
▼ 91.14%
2
Close
Dec 14, 2022
TherapeuticsMD
―
▼ 46.73%
10
Close
Jun 14, 2022
Lucid Group
―
▲ 85.28%
2
Close
Nov 05, 2021
Cresco Labs
―
▼ 30.53%
2
Close
Apr 20, 2021
Catalyst Pharma
―
▲ 31.55%
2
Close
Mar 23, 2021
Cheetah Mobile
―
▲ 83.65%
2
Close
Feb 16, 2021
Delta Air Lines
―
▲ 52.27%
5
Close
Feb 05, 2021
Southwest Airlines
―
▲ 42.84%
2
Close
Feb 05, 2021
Alibaba
―
▲ 0.85%
2
Close
Feb 05, 2021