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Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #113,531 out of 802,872 TipRanks' Investors
Success Rate
66%
41 out of 62
profitable transactions
Average Return
22.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.43%
6-Month Return▼ 6.44%
12-Month Return▲ 24.48%
YTD Return▼ 2.23%
Total Return▲ 202.84%

Best Trade

Opened at
Closed at
Gain▲ 261.14%

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
▲ 4.71%
▲ 1.75%
▲ 3.75%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 4.71%▲ 1.75%▲ 3.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab S&P 500 Index Fund- Select Shares
12.67%
▲ 6.35%
4
Buy
May 16, 2025
Future FinTech Group
0.02%
▲ 59.50%
7
Buy
Apr 22, 2025
Walt Disney
30.6%
▲ 27.90%
7
Buy
Apr 07, 2025
Microsoft
34.95%
▲ 33.84%
5
Buy
Apr 07, 2025
Norwegian Cruise Line
8.08%
▲ 22.34%
2
Buy
Apr 07, 2025
Gossamer Bio
0.12%
▲ 3.91%
1
Open
Mar 24, 2025
D-Wave Quantum
0.35%
▲ 105.85%
1
Open
Mar 24, 2025
Cinemark Holdings
12.23%
▲ 58.85%
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
0.98%
▼ 16.79%
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