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Josh's Portfolio - New Portfolio
Josh Ward
Josh's PortfolioIndividual Investor
Ranked #201,875 out of 820,151 TipRanks' Investors
Success Rate
44 out of 71
profitable transactions
profitable transactions
Average Return
19.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.11%
6-Month Return▲ 60.56%
12-Month Return▲ 43.95%
YTD Return▲ 37.84%
Total Return▲ 326.94%
Best Trade
Bio
This is my casual investment portfolio.
Performance
31.25%0-31.25%
▼ 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
▲ 27.92%
▲ 2.30%
▲ 31.25%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 1.50%
Aug 2025
▲ 5.67%
▲ 2.30%
▲ 9.29%
Sep 2025
▼ 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%
▲ 27.92%▲ 2.30%▲ 31.25%
▲ 4.87%▲ 2.05%▼ 1.50%
▲ 5.67%▲ 2.30%▲ 9.29%
Recent Activity
Schwab S&P 500 Index Fund- Select Shares
17.11%
▼ 63.12%
10
Buy
Sep 22, 2025
Walt Disney
6.47%
▲ 20.79%
8
Buy
Jul 24, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
63.25%
▲ 5.63%
1
Open
Jul 12, 2025
Future FinTech Group
―
▲ 112.53%
8
Close
Jul 11, 2025
Cinemark Holdings
2.39%
▲ 42.04%
9
Buy
Jun 27, 2025
Microsoft
8.09%
▲ 34.02%
6
Buy
Jun 27, 2025
Norwegian Cruise Line
2.22%
▲ 56.13%
2
Buy
Apr 07, 2025
Gossamer Bio
0.06%
▲ 117.19%
1
Open
Mar 24, 2025
D-Wave Quantum
0.11%
▲ 202.06%
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
0.31%
▲ 23.63%
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