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Josh's Portfolio - New Portfolio
Josh Ward
Josh's PortfolioIndividual Investor
Ranked #192,093 out of 816,760 TipRanks' Investors
Success Rate
44 out of 70
profitable transactions
profitable transactions
Average Return
17.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.71%
6-Month Return▲ 50.62%
12-Month Return▲ 50.26%
YTD Return▲ 31.98%
Total Return▲ 308.79%
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
▲ 27.87%
▲ 2.30%
▲ 31.25%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 1.50%
Aug 2025
▲ 0.42%
▼ 0.20%
▲ 4.64%
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%
▲ 27.87%▲ 2.30%▲ 31.25%
▲ 4.87%▲ 2.05%▼ 1.50%
▲ 0.42%▼ 0.20%▲ 4.64%
Recent Activity
Schwab S&P 500 Index Fund- Select Shares
16.35%
▼ 71.31%
9
Buy
Aug 22, 2025
Walt Disney
6.93%
▲ 27.01%
8
Buy
Jul 24, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
63.54%
▲ 4.03%
1
Open
Jul 12, 2025
Future FinTech Group
―
▲ 112.53%
8
Close
Jul 11, 2025
Cinemark Holdings
2.18%
▲ 32.87%
9
Buy
Jun 27, 2025
Microsoft
8.26%
▲ 34.23%
6
Buy
Jun 27, 2025
Norwegian Cruise Line
2.32%
▲ 59.81%
2
Buy
Apr 07, 2025
Gossamer Bio
0.05%
▲ 96.09%
1
Open
Mar 24, 2025
D-Wave Quantum
0.07%
▲ 75.34%
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%
▲ 18.93%
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