Josh's Portfolio - New Portfolio
Josh Ward
Josh's PortfolioIndividual Investor
Ranked #271,372 out of 858,971 TipRanks' Investors
Success Rate
53 out of 87
profitable transactions
profitable transactions
Average Return
9.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.30%
6-Month Return▼ 11.07%
12-Month Return▲ 69.41%
YTD Return▼ 8.23%
Total Return▲ 294.55%
Best Trade
Bio
This is my casual investment portfolio.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 10.26%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.10%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.62%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.23%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 10.98%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.67%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.79%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 5.45%
Apr 2026
▲ 12.88%▲ 3.56%▲ 10.26%
▲ 10.96%▲ 2.38%▲ 3.10%
▼ 3.68%▲ 0.19%▼ 5.62%
▼ 0.10%▲ 0.08%▲ 2.23%
▲ 4.06%▲ 1.47%▼ 10.98%
▼ 1.12%▼ 0.86%▲ 2.67%
▲ 0.60%▼ 4.94%▼ 4.79%
▲ 7.53%▲ 5.50%▲ 5.45%
Recent Activity
Schwab S&P 500 Index Fund- Select Shares
21.75%
▼ 34.36%
17
Buy
Mar 21, 2026
Cinemark Holdings
2.43%
▲ 40.19%
12
Buy
Mar 20, 2026
Microsoft
5.82%
▼ 1.35%
9
Buy
Mar 20, 2026
Vanguard Total Stock Market Index Fd Admiral Shs
62.5%
▲ 3.99%
4
Sell
Mar 20, 2026
Walt Disney
5.5%
▲ 6.68%
9
Buy
Jan 23, 2026
Future FinTech Group
―
▲ 112.53%
8
Close
Jul 11, 2025
Norwegian Cruise Line
1.7%
▲ 26.53%
2
Buy
Apr 07, 2025
Gossamer Bio
0.01%
▼ 68.75%
1
Open
Mar 24, 2025
D-Wave Quantum
0.06%
▲ 68.00%
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
0.24%
▼ 1.52%
4
Buy
Mar 07, 2024
Golf Entertainment Group
―
▼ 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