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New Portfolio - New Portfolio

DC361E17

New Portfolio
Individual Investor
Ranked #295,093 out of 858,889 TipRanks' Investors
Success Rate
58%
34 out of 59
profitable transactions
Average Return
17.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.03%
6-Month Return▼ 11.22%
12-Month Return▲ 12.73%
YTD Return▼ 12.33%
Total Return▲ 159.43%

Best Trade

Opened at
Closed at-
Gain▲ 331.01%

Bio

value, growth, moderate risk

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.02%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.87%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.40%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.65%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.22%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.06%
▲ 10.96%▲ 2.38%▲ 2.02%
▼ 3.68%▲ 0.19%▼ 1.86%
▼ 0.10%▲ 0.08%▲ 1.08%
▲ 4.06%▲ 1.47%▼ 2.87%
▼ 1.12%▼ 0.86%▼ 6.40%
▲ 0.60%▼ 4.94%▼ 5.65%
▲ 4.89%▲ 4.48%▲ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Halliburton
▼ 12.53%
2
Close
Aug 05, 2024
Morgan Stanley
▼ 3.67%
4
Close
Aug 05, 2024
Nvidia
11.02%
▲ 53.53%
3
Open
Aug 05, 2024
Amazon
13.92%
▲ 139.48%
2
Sell
Aug 05, 2024
Gilead Sciences
12.18%
▲ 95.44%
1
Open
Aug 05, 2024
Weyerhaeuser
5.4%
▼ 16.45%
1
Open
Aug 05, 2024
Qualcomm
▼ 21.33%
2
Close
Aug 02, 2023
Expedia
▲ 5.97%
2
Close
Aug 02, 2023
Adobe
3.29%
▼ 57.51%
1
Open
Aug 02, 2023
Broadcom
0%
▲ 331.01%
1
Open
Aug 02, 2023
United Rentals
11.27%
▲ 69.34%
1
Open
Aug 02, 2023
Meta Platforms
13.79%
▲ 101.97%
1
Open
Aug 02, 2023
Trade Desk
1.47%
▼ 76.81%
1
Open
Aug 02, 2023
Ford Motor
▼ 35.22%
3
Close
Feb 13, 2023
ON Semiconductor
▲ 52.48%
2
Close
Feb 13, 2023
DraftKings
▲ 24.15%
2
Close
Feb 13, 2023
Merck & Company
8.86%
▲ 22.35%
1
Open
Feb 13, 2023
Bank Of Nova Scotia
6.38%
▲ 81.59%
1
Open
Jan 06, 2023
Asana
1.59%
▼ 1.52%
5
Open
Oct 10, 2022
Akamai
▼ 23.07%
2
Close
Jul 18, 2022