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New Portfolio - New Portfolio

Umesh D Naik

New Portfolio
Individual Investor
Ranked #49,969 out of 810,037 TipRanks' Investors
Success Rate
73%
69 out of 94
profitable transactions
Average Return
25.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.96%
6-Month Return▲ 6.56%
12-Month Return▲ 23.39%
YTD Return▲ 12.72%
Total Return▲ 145.66%

Best Trade

Opened at
Closed at-
Gain▲ 505.28%

Bio

Learning new school.

Performance

22.11%0-22.11%
▲ 5.10%
▼ 2.41%
▼ 3.19%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.16%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.98%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.74%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.98%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.78%
Jun 2025
▲ 22.11%
▲ 2.68%
▲ 4.54%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.19%
▲ 6.03%▲ 2.69%▲ 5.57%
▼ 12.86%▼ 1.27%▼ 0.16%
▼ 1.80%▼ 5.57%▼ 4.98%
▲ 1.84%▼ 0.87%▼ 5.74%
▲ 12.20%▲ 6.28%▲ 5.98%
▲ 6.24%▲ 5.14%▲ 7.78%
▲ 22.11%▲ 2.68%▲ 4.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▲ 10.25%
2
Close
Feb 27, 2025
CoStar Group
0%
▲ 25.01%
1
Open
Feb 27, 2025
Applied Materials
0%
▲ 5.16%
4
Open
Jan 01, 2025
Pfizer
0%
▲ 13.04%
3
Open
Jan 01, 2025
Tilray
0%
▼ 51.92%
1
Open
Jan 01, 2025
DiDi Global
0%
▲ 17.55%
1
Open
Jan 01, 2025
ARK Innovation ETF
0%
▲ 33.24%
1
Open
Jan 01, 2025
Portillo's
0%
▲ 13.59%
1
Open
Jan 01, 2025
Uber Technologies
0%
▲ 43.85%
1
Open
Jan 01, 2025
General Motors
0%
▼ 1.18%
1
Open
Jan 01, 2025
Qualcomm
0%
▲ 4.58%
1
Open
Jan 01, 2025
Barrick Mining
0%
▲ 40.50%
1
Open
Jan 01, 2025
Devon Energy
0%
▲ 3.19%
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%
▼ 11.04%
1
Open
Sep 07, 2021