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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #595,913 out of 793,971 TipRanks' Investors
Success Rate
32%
54 out of 167
profitable transactions
Average Return
-17.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 12.39%
6-Month Return▼ 3.93%
12-Month Return▲ 3.93%
YTD Return▼ 9.58%
Total Return▼ 43.50%

Best Trade

Opened at
Closed at-
Gain▲ 238.05%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.03%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.80%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 11.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.39%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.63%
▲ 2.93%▲ 2.10%▲ 4.99%
▲ 10.00%▼ 0.89%▲ 1.53%
▲ 26.01%▲ 5.96%▲ 7.03%
▲ 5.33%▼ 2.41%▼ 2.80%
▲ 5.87%▲ 2.69%▲ 11.26%
▼ 12.86%▼ 1.27%▼ 7.24%
▼ 1.80%▼ 5.57%▼ 12.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
21.9%
▲ 41.66%
13
Buy
Apr 02, 2025
Open Lending
▼ 76.12%
5
Close
Jan 29, 2025
Roundhill Magnificent Seven ETF
3.73%
▼ 15.16%
6
Buy
Jan 08, 2025
ARK Genomic Revolution ETF
5.06%
▼ 56.76%
5
Sell
Dec 18, 2024
Global X Blockchain ETF
0.89%
▼ 49.45%
2
Buy
Dec 17, 2024
PubMatic
▼ 32.16%
4
Close
Dec 16, 2024
UiPath
▼ 45.96%
4
Close
Dec 12, 2024
SentinelOne
1.23%
▼ 35.15%
5
Buy
Dec 12, 2024
Nvidia
4.4%
▼ 21.63%
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
Freightways
0.91%
▲ 13.33%
1
Open
Nov 14, 2024
Doximity
▼ 18.34%
2
Close
Nov 11, 2024
Futu Holdings
▲ 24.84%
2
Close
Nov 11, 2024
Invesco QQQ Trust
3.18%
▼ 8.51%
1
Open
Nov 08, 2024
Innovative Industrial Properties
1.47%
▼ 47.32%
5
Sell
Nov 06, 2024
Exact Sciences
2.05%
▼ 18.14%
10
Sell
Nov 05, 2024
iShares Core S&P 500 ETF
11.42%
▲ 1.69%
2
Buy
Oct 23, 2024