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New Portfolio - New Portfolio

Umesh D Naik

New Portfolio
Individual Investor
Ranked #45,796 out of 815,638 TipRanks' Investors
Success Rate
75%
70 out of 94
profitable transactions
Average Return
27.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.12%
6-Month Return▲ 13.18%
12-Month Return▲ 31.22%
YTD Return▲ 19.29%
Total Return▲ 159.99%

Best Trade

Opened at
Closed at-
Gain▲ 553.39%

Bio

Learning new school.

Performance

27.88%0-27.88%
▲ 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
▲ 27.88%
▲ 2.30%
▲ 2.83%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 7.59%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.88%▲ 2.30%▲ 2.83%
▲ 6.52%▲ 2.30%▲ 7.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▲ 10.25%
2
Close
Feb 27, 2025
CoStar Group
0%
▲ 20.29%
1
Open
Feb 27, 2025
Applied Materials
0%
▲ 0.37%
4
Open
Jan 01, 2025
Pfizer
0%
▲ 13.34%
3
Open
Jan 01, 2025
Tilray
0%
▼ 6.16%
1
Open
Jan 01, 2025
DiDi Global
0%
▲ 18.60%
1
Open
Jan 01, 2025
ARK Innovation ETF
0%
▲ 32.75%
1
Open
Jan 01, 2025
Portillo's
0%
▼ 24.49%
1
Open
Jan 01, 2025
Uber Technologies
0%
▲ 50.91%
1
Open
Jan 01, 2025
General Motors
0%
▲ 10.92%
1
Open
Jan 01, 2025
Qualcomm
0%
▲ 5.19%
1
Open
Jan 01, 2025
Barrick Mining
0%
▲ 72.40%
1
Open
Jan 01, 2025
Devon Energy
0%
▲ 10.20%
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%
▲ 8.23%
1
Open
Sep 07, 2021