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Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #210,138 out of 797,087 TipRanks' Investors
Success Rate
54%
33 out of 61
profitable transactions
Average Return
14.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.02%
6-Month Return▼ 18.32%
12-Month Return▼ 13.58%
YTD Return▼ 20.69%
Total Return▲ 145.65%

Best Trade

Opened at
Closed at
Gain▲ 261.14%

Bio

This is my casual investment portfolio.

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 6.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.26%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 15.37%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 11.48%
Dec 2024
▲ 6.04%
▲ 2.69%
▼ 4.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.14%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 2.67%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 6.95%
▲ 10.00%▼ 0.89%▲ 1.26%
▲ 25.97%▲ 5.96%▲ 15.37%
▲ 5.39%▼ 2.41%▼ 11.48%
▲ 6.04%▲ 2.69%▼ 4.53%
▼ 12.86%▼ 1.27%▼ 7.09%
▼ 1.80%▼ 5.57%▼ 8.14%
▲ 3.87%▼ 1.56%▼ 2.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Future FinTech Group
0.03%
▲ 66.72%
7
Buy
Apr 22, 2025
Schwab S&P 500 Index Fund- Select Shares
9.94%
▼ 0.68%
3
Buy
Apr 22, 2025
Walt Disney
29.67%
▼ 0.17%
7
Buy
Apr 07, 2025
Microsoft
35.98%
▲ 15.03%
5
Buy
Apr 07, 2025
Norwegian Cruise Line
8.83%
▲ 7.60%
2
Buy
Apr 07, 2025
Gossamer Bio
0.11%
▼ 25.16%
1
Open
Mar 24, 2025
D-Wave Quantum
0.18%
▼ 13.65%
1
Open
Mar 24, 2025
Cinemark Holdings
14.28%
▲ 52.94%
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%
▼ 32.54%
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