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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #539,716 out of 813,701 TipRanks' Investors
Success Rate
46%
77 out of 169
profitable transactions
Average Return
-3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.28%
6-Month Return▲ 6.08%
12-Month Return▲ 33.77%
YTD Return▲ 20.00%
Total Return▼ 26.50%

Best Trade

Opened at
Closed at-
Gain▲ 639.59%

Bio

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 9.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.23%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.66%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.66%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.60%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 2.45%
Jul 2025
▲ 6.85%
▲ 1.80%
▼ 0.53%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 9.27%
▼ 12.86%▼ 1.27%▼ 7.23%
▼ 1.80%▼ 5.57%▼ 12.39%
▲ 1.84%▼ 0.87%▲ 3.66%
▲ 12.20%▲ 6.28%▲ 15.66%
▲ 6.24%▲ 5.14%▲ 10.60%
▲ 27.89%▲ 2.30%▲ 2.45%
▲ 6.85%▲ 1.80%▼ 0.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Camtek
2.39%
▲ 76.17%
6
Sell
Aug 05, 2025
Freightways
▲ 17.59%
2
Close
Aug 04, 2025
Digital Turbine
▼ 92.35%
6
Close
Jul 29, 2025
ChargePoint Holdings
▼ 96.69%
9
Close
Jul 29, 2025
Global X Blockchain ETF
2.69%
▼ 8.46%
3
Buy
Jul 18, 2025
ARK Genomic Revolution ETF
4.02%
▼ 47.43%
7
Sell
Jul 10, 2025
Salesforce
0%
▲ 21.90%
3
Sell
Jun 05, 2025
Amazon
22.37%
▲ 67.85%
13
Buy
Apr 02, 2025
Open Lending
▼ 76.12%
5
Close
Jan 29, 2025
Roundhill Magnificent Seven ETF
4.13%
▲ 11.88%
6
Buy
Jan 08, 2025
PubMatic
▼ 32.16%
4
Close
Dec 16, 2024
UiPath
▼ 44.78%
4
Close
Dec 12, 2024
SentinelOne
0.96%
▼ 40.07%
5
Buy
Dec 12, 2024
Nvidia
6.17%
▲ 30.49%
5
Buy
Dec 11, 2024
PayPal Holdings
▼ 61.42%
5
Close
Dec 05, 2024
ARK Innovation ETF
▲ 26.56%
6
Close
Dec 03, 2024
Archer Aviation
▲ 45.81%
2
Close
Nov 25, 2024
Block, Inc. Shs Chess Depository Interests Repr 1 Sh
▲ 8.20%
2
Close
Nov 14, 2024
Doximity
▼ 18.34%
2
Close
Nov 11, 2024
Futu Holdings
▲ 24.84%
2
Close
Nov 11, 2024