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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #535,890 out of 817,942 TipRanks' Investors
Success Rate
48%
81 out of 170
profitable transactions
Average Return
-0.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.64%
6-Month Return▲ 31.58%
12-Month Return▲ 37.68%
YTD Return▲ 24.84%
Total Return▼ 23.54%

Best Trade

Opened at
Closed at-
Gain▲ 720.14%

Bio

Performance

27.87%0-27.87%
▼ 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%
▲ 15.67%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.60%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.45%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.85%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 1.60%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 7.23%
▼ 1.80%▼ 5.57%▼ 12.39%
▲ 1.84%▼ 0.87%▲ 3.66%
▲ 12.20%▲ 6.28%▲ 15.67%
▲ 6.24%▲ 5.14%▲ 10.60%
▲ 27.87%▲ 2.30%▲ 2.45%
▲ 4.87%▲ 2.05%▲ 1.85%
▲ 7.90%▲ 1.95%▲ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exact Sciences
1.55%
▲ 5.89%
11
Sell
Sep 10, 2025
Beam Therapeutics
▼ 75.07%
5
Close
Sep 08, 2025
Salesforce
2.72%
▲ 15.62%
4
Buy
Aug 22, 2025
Camtek
2.32%
▲ 76.53%
6
Sell
Aug 05, 2025
Freightways
▲ 17.58%
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
3.15%
▲ 10.61%
3
Buy
Jul 18, 2025
ARK Genomic Revolution ETF
4.05%
▼ 45.46%
7
Sell
Jul 10, 2025
Amazon
21.58%
▲ 67.06%
13
Buy
Apr 02, 2025
Open Lending
▼ 76.12%
5
Close
Jan 29, 2025
Roundhill Magnificent Seven ETF
4.11%
▲ 14.69%
6
Buy
Jan 08, 2025
PubMatic
▼ 32.16%
4
Close
Dec 16, 2024
UiPath
▼ 43.48%
4
Close
Dec 12, 2024
SentinelOne
1.02%
▼ 34.15%
5
Buy
Dec 12, 2024
Nvidia
5.87%
▲ 28.13%
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