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New Portfolio - New Portfolio

MZ

New Portfolio
Individual Investor
Ranked #95,635 out of 831,094 TipRanks' Investors
Success Rate
66%
71 out of 108
profitable transactions
Average Return
29.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.77%
6-Month Return▲ 18.60%
12-Month Return▲ 21.10%
YTD Return▲ 26.18%
Total Return▲ 59.97%

Best Trade

Opened at
Closed at-
Gain▲ 578.70%

Bio

Optimistic Conservative

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.11%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.22%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.57%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 3.17%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.73%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.11%
▲ 9.25%▲ 5.14%▲ 5.07%
▲ 7.60%▲ 2.30%▲ 5.22%
▲ 2.76%▲ 2.05%▲ 1.87%
▲ 12.88%▲ 3.56%▲ 4.39%
▲ 10.96%▲ 2.38%▲ 4.57%
▼ 3.44%▲ 0.19%▼ 3.17%
▲ 0.26%▲ 0.07%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Russel Metals
1.48%
▲ 30.78%
3
Buy
Oct 27, 2025
First National Financial
▲ 25.38%
6
Buy
Oct 27, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0%
▲ 12.52%
2
Sell
Sep 16, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0%
▲ 13.26%
2
Sell
Sep 16, 2025
NEOS Nasdaq 100 High Income ETF
12.15%
▲ 8.20%
2
Buy
Sep 16, 2025
Avantis International Equity ETF
4.15%
▲ 2.87%
1
Open
Sep 16, 2025
Fundstrat Granny Shots US Large Cap ETF
18.9%
▲ 1.74%
1
Open
Sep 16, 2025
Toronto Dominion Bank
▲ 21.53%
5
Close
Jun 28, 2025
Qualcomm
▲ 3.29%
3
Close
Jun 28, 2025
Shell
▲ 94.15%
6
Close
Jun 28, 2025
Walmart
▲ 119.24%
5
Close
Jun 28, 2025
Telus
▼ 6.89%
5
Close
Jun 28, 2025
Fortis
▲ 31.81%
3
Close
Jun 28, 2025
Bank Of Nova Scotia
▲ 5.43%
4
Close
Jun 28, 2025
Ford Motor
▼ 23.33%
3
Close
Jun 28, 2025
Devon Energy
▼ 28.88%
3
Close
Jun 28, 2025
RioCan Real Estate Investment
▼ 5.81%
5
Close
Jun 28, 2025
Pinterest
▼ 54.84%
3
Close
Jun 28, 2025
fuboTV
▼ 81.92%
3
Close
Jun 28, 2025
Fiverr International
▼ 89.51%
3
Close
Jun 28, 2025