Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #197,642 out of 794,370 TipRanks' Investors
Success Rate
57%
32 out of 56
profitable transactions
Average Return
14.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.12%
6-Month Return▼ 10.75%
12-Month Return▼ 14.12%
YTD Return▼ 18.16%
Total Return▲ 155.35%

Best Trade

Opened at
Closed at
Gain▲ 261.17%

Bio

This is my casual investment portfolio.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 6.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.38%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 15.39%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 10.95%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 2.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.14%
Mar 2025
▲ 0.58%
▲ 0.28%
▼ 1.74%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 6.92%
▲ 10.00%▼ 0.89%▲ 1.38%
▲ 26.01%▲ 5.96%▲ 15.39%
▲ 5.33%▼ 2.41%▼ 10.95%
▲ 5.87%▲ 2.69%▼ 2.41%
▼ 12.86%▼ 1.27%▼ 7.08%
▼ 1.80%▼ 5.57%▼ 8.14%
▲ 0.58%▲ 0.28%▼ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gossamer Bio
0.17%
▼ 23.59%
1
Open
Mar 24, 2025
D-Wave Quantum
0.26%
▼ 15.83%
1
Open
Mar 24, 2025
Schwab S&P 500 Index Fund- Select Shares
7.09%
▼ 0.79%
2
Buy
Mar 22, 2025
Walt Disney
26.35%
▲ 6.38%
6
Buy
Aug 08, 2024
Cinemark Holdings
17.56%
▲ 38.61%
8
Buy
Jul 31, 2024
Future FinTech Group
0.04%
▲ 82.76%
6
Buy
Jul 31, 2024
Denny's
▼ 50.36%
4
Close
Jul 29, 2024
AMC Entertainment
▲ 34.95%
12
Close
May 15, 2024
Aquestive Therapeutics
1.53%
▼ 28.55%
4
Buy
Mar 07, 2024
Drive Shack
▼ 91.14%
2
Close
Dec 14, 2022
TherapeuticsMD
▼ 46.73%
10
Close
Jun 14, 2022
Microsoft
32.49%
▲ 14.80%
4
Buy
Jan 20, 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
IMAX
▲ 74.03%
2
Close
Jan 27, 2021