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New Portfolio - New Portfolio

Umesh D Naik

New Portfolio
Individual Investor
Ranked #63,022 out of 798,480 TipRanks' Investors
Success Rate
66%
62 out of 94
profitable transactions
Average Return
18.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.58%
6-Month Return▼ 6.00%
12-Month Return▲ 6.66%
YTD Return▼ 3.35%
Total Return▲ 110.77%

Best Trade

Opened at
Closed at-
Gain▲ 454.96%

Bio

Learning new school.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.75%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.17%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.13%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 5.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.16%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.98%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 5.61%
Apr 2025
▼ 1.48%
▲ 1.19%
▲ 2.31%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.75%
▲ 25.97%▲ 5.96%▲ 6.17%
▲ 5.39%▼ 2.41%▼ 3.13%
▲ 6.00%▲ 2.69%▲ 5.49%
▼ 12.86%▼ 1.27%▼ 0.16%
▼ 1.80%▼ 5.57%▼ 4.98%
▲ 1.74%▼ 0.87%▼ 5.61%
▼ 1.48%▲ 1.19%▲ 2.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▲ 10.25%
2
Close
Feb 27, 2025
CoStar Group
0%
▲ 1.32%
1
Open
Feb 27, 2025
Applied Materials
0%
▼ 1.59%
4
Open
Jan 01, 2025
Pfizer
0%
▲ 7.21%
3
Open
Jan 01, 2025
Tilray
0%
▼ 70.41%
1
Open
Jan 01, 2025
DiDi Global
0%
▼ 8.46%
1
Open
Jan 01, 2025
ARK Innovation ETF
0%
▼ 12.83%
1
Open
Jan 01, 2025
Portillo's
0%
▲ 21.90%
1
Open
Jan 01, 2025
Uber Technologies
0%
▲ 32.42%
1
Open
Jan 01, 2025
General Motors
0%
▼ 14.42%
1
Open
Jan 01, 2025
Qualcomm
0%
▼ 5.56%
1
Open
Jan 01, 2025
Barrick Gold
0%
▲ 25.88%
1
Open
Jan 01, 2025
Devon Energy
0%
▼ 6.79%
1
Open
Jan 01, 2025
Lyft
▼ 78.55%
2
Close
Apr 12, 2023
Spirit Airlines
▼ 71.56%
2
Close
Apr 12, 2023
Snap
▼ 45.68%
2
Close
Apr 12, 2023
Vonage Holdings
▲ 47.01%
2
Close
Oct 27, 2021
Pinterest
▲ 176.01%
2
Close
Sep 22, 2021
Virgin Galactic Holdings
▲ 45.72%
2
Close
Sep 22, 2021
Alaska Air
0%
▼ 12.22%
1
Open
Sep 07, 2021