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New Portfolio - New Portfolio

PerformancePortfolio Details

MZ

New Portfolio
Individual Investor
Ranked #100,469 out of 864,465 TipRanks' Investors
Success Rate
67%
76 out of 113
profitable transactions
Average Return
36.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.21%
6-Month Return▲ 18.35%
12-Month Return▲ 40.66%
YTD Return▲ 17.23%
Total Return▲ 87.90%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 709.77%

Bio

Optimistic Conservative

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 4.57%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.21%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.95%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.33%
Jan 2026
▼ 1.26%
▼ 0.86%
▼ 0.19%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 3.16%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.89%
Apr 2026
▲ 13.24%
▲ 5.00%
▲ 9.74%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 4.57%
▼ 3.68%▲ 0.19%▼ 3.21%
▼ 0.10%▲ 0.08%▲ 0.95%
▲ 4.06%▲ 1.47%▼ 0.33%
▼ 1.26%▼ 0.86%▼ 0.19%
▼ 0.25%▼ 4.94%▼ 3.16%
▲ 16.06%▲ 10.51%▲ 10.89%
▲ 13.24%▲ 5.00%▲ 9.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XOM
Exxon Mobil
0.5%
▲ 75.72%
8
Open
Feb 07, 2026
GPIQ
Goldman Sachs Nasdaq 100 Core Premium Income ETF
10.8%
▲ 23.64%
3
Buy
Feb 07, 2026
SPYI
NEOS S&P 500 High Income ETF
0%
▲ 19.47%
2
Sell
Feb 07, 2026
DELL
Dell Technologies
0%
▲ 162.54%
2
Sell
Feb 07, 2026
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
―
▲ 15.08%
3
Close
Feb 07, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
0%
▲ 21.12%
3
Sell
Feb 07, 2026
VFV
Vanguard S&P500 Indx
5.97%
▲ 17.59%
2
Buy
Feb 07, 2026
IEMG
iShares Core MSCI Emerging Markets ETF
4.35%
▲ 12.55%
1
Open
Feb 07, 2026
VXUS
Vanguard Total International Stock ETF
2.84%
▲ 4.78%
1
Open
Feb 07, 2026
RUS
Russel Metals
1.85%
▲ 98.71%
3
Buy
Oct 27, 2025
FN
First National Financial
―
▲ 25.38%
6
Buy
Oct 27, 2025
AVDE
Avantis International Equity ETF
5.36%
▲ 17.38%
1
Open
Sep 16, 2025
GRNY
Fundstrat Granny Shots US Large Cap ETF
10.89%
▲ 11.12%
1
Open
Sep 16, 2025
TD
Toronto Dominion Bank
―
▲ 21.53%
5
Close
Jun 28, 2025
QCOM
Qualcomm
―
▲ 3.29%
3
Close
Jun 28, 2025
SHEL
Shell
―
▲ 94.16%
6
Close
Jun 28, 2025
WMT
Walmart
―
▲ 119.24%
5
Close
Jun 28, 2025
T
Telus
―
▼ 6.89%
5
Close
Jun 28, 2025
FTS
Fortis
―
▲ 31.80%
3
Close
Jun 28, 2025
BNS
Bank Of Nova Scotia
―
▲ 5.43%
4
Close
Jun 28, 2025