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New Portfolio - New Portfolio

PerformancePortfolio Details

MZ

New Portfolio
Individual Investor
Ranked #87,149 out of 858,896 TipRanks' Investors
Success Rate
67%
76 out of 113
profitable transactions
Average Return
28.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.23%
6-Month Return▲ 4.61%
12-Month Return▲ 33.51%
YTD Return▲ 1.17%
Total Return▲ 62.17%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 612.94%

Bio

Optimistic Conservative

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.57%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.21%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.96%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.33%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.11%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.71%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.45%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.39%
▲ 10.96%▲ 2.38%▲ 4.57%
▼ 3.68%▲ 0.19%▼ 3.21%
▼ 0.10%▲ 0.08%▲ 0.96%
▲ 4.06%▲ 1.47%▼ 0.33%
▼ 1.12%▼ 0.86%▼ 0.11%
▲ 0.60%▼ 4.94%▼ 2.71%
▲ 4.89%▲ 4.48%▲ 4.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XOM
Exxon Mobil
0.58%
▲ 76.23%
8
Open
Feb 07, 2026
GPIQ
Goldman Sachs Nasdaq 100 Core Premium Income ETF
10.53%
▲ 6.52%
3
Buy
Feb 07, 2026
SPYI
NEOS S&P 500 High Income ETF
0%
▲ 11.19%
2
Sell
Feb 07, 2026
DELL
Dell Technologies
0%
▲ 46.78%
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%
▲ 7.63%
3
Sell
Feb 07, 2026
VFV
Vanguard S&P500 Indx
6.07%
▲ 6.24%
2
Buy
Feb 07, 2026
IEMG
iShares Core MSCI Emerging Markets ETF
4.33%
▲ 0.01%
1
Open
Feb 07, 2026
VXUS
Vanguard Total International Stock ETF
3.01%
▼ 0.97%
1
Open
Feb 07, 2026
RUS
Russel Metals
1.7%
▲ 61.96%
3
Buy
Oct 27, 2025
FN
First National Financial
―
▲ 25.38%
6
Buy
Oct 27, 2025
AVDE
Avantis International Equity ETF
5.89%
▲ 14.90%
1
Open
Sep 16, 2025
GRNY
Fundstrat Granny Shots US Large Cap ETF
11.13%
▲ 1.30%
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
―
▲ 94.15%
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
―
▲ 31.81%
3
Close
Jun 28, 2025
BNS
Bank Of Nova Scotia
―
▲ 5.43%
4
Close
Jun 28, 2025