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Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #83,133 out of 813,535 TipRanks' Investors
Success Rate
73%
50 out of 69
profitable transactions
Average Return
25.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.35%
6-Month Return▲ 28.37%
12-Month Return▲ 47.48%
YTD Return▲ 26.18%
Total Return▲ 290.84%

Best Trade

Opened at
Closed at
Gain▲ 261.14%

Bio

This is my casual investment portfolio.

Performance

31.25%0-31.25%
▲ 6.03%
▲ 2.69%
▼ 4.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.14%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.48%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.88%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.03%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 31.25%
Jul 2025
▲ 7.50%
▲ 2.04%
▼ 1.46%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 4.67%
▼ 12.86%▼ 1.27%▼ 7.08%
▼ 1.80%▼ 5.57%▼ 8.14%
▲ 1.84%▼ 0.87%▼ 1.48%
▲ 12.20%▲ 6.28%▲ 15.88%
▲ 6.24%▲ 5.14%▲ 5.03%
▲ 27.89%▲ 2.30%▲ 31.25%
▲ 7.50%▲ 2.04%▼ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab S&P 500 Index Fund- Select Shares
15.63%
▲ 9.84%
7
Buy
Jul 25, 2025
Walt Disney
6.9%
▲ 24.34%
8
Buy
Jul 24, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
64%
▲ 3.09%
1
Open
Jul 12, 2025
Future FinTech Group
▲ 112.53%
8
Close
Jul 11, 2025
Cinemark Holdings
2.21%
▲ 32.38%
9
Buy
Jun 27, 2025
Microsoft
8.64%
▲ 37.31%
6
Buy
Jun 27, 2025
Norwegian Cruise Line
2.24%
▲ 52.13%
2
Buy
Apr 07, 2025
Gossamer Bio
0.04%
▲ 53.13%
1
Open
Mar 24, 2025
D-Wave Quantum
0.08%
▲ 108.49%
1
Open
Mar 24, 2025
Denny's
▼ 50.36%
4
Close
Jul 29, 2024
AMC Entertainment
▲ 34.95%
12
Close
May 15, 2024
Aquestive Therapeutics
0.25%
▼ 3.40%
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