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NYSEP25 - New Portfolio

FD2021

NYSEP25
Individual Investor
Ranked #111,775 out of 858,665 TipRanks' Investors
Success Rate
62%
420 out of 677
profitable transactions
Average Return
30.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return▼ 11.28%
12-Month Return▲ 46.30%
YTD Return▼ 10.54%
Total Return▲ 42.41%

Best Trade

Opened at
Closed at
Gain▲ 765.48%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.56%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.52%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.39%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 8.11%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 2.89%
Mar 2026
▲ 3.17%
▲ 1.37%
▲ 1.67%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.83%
▲ 10.96%▲ 2.38%▲ 4.56%
▼ 3.68%▲ 0.19%▼ 2.52%
▼ 0.10%▲ 0.08%▼ 0.18%
▲ 4.06%▲ 1.47%▼ 1.39%
▼ 1.10%▼ 0.86%▼ 8.11%
▲ 1.22%▼ 4.94%▼ 2.89%
▲ 3.17%▲ 1.37%▲ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Core S&P Mid-Cap ETF
▲ 8.29%
2
Close
Apr 01, 2026
Microsoft
5.82%
▲ 1.46%
5
Buy
Mar 17, 2026
Pfizer
0%
▲ 12.66%
12
Sell
Mar 17, 2026
Ares Management
2%
▼ 11.65%
3
Buy
Mar 17, 2026
Blackstone Group
6.34%
▲ 16.90%
12
Buy
Mar 09, 2026
Nucor
1.64%
▲ 23.49%
6
Buy
Mar 09, 2026
KKR & Co
4.87%
▲ 7.11%
12
Buy
Mar 09, 2026
Accenture
3.24%
▼ 17.29%
5
Buy
Mar 09, 2026
CBRE Global Real Estate Income Fund
3.84%
▲ 12.70%
17
Buy
Mar 09, 2026
CoreWeave
1.73%
▲ 7.55%
4
Buy
Mar 09, 2026
Oklo Inc
1.37%
▼ 37.87%
2
Buy
Mar 09, 2026
Core Scientific Inc
0.27%
▲ 10.04%
2
Buy
Mar 09, 2026
Trilogy Metals
0%
▼ 2.81%
1
Open
Feb 20, 2026
Roundhill Magnificent Seven ETF
0%
▼ 4.68%
1
Open
Feb 13, 2026
Invesco S&P 500 Top 50 ETF
0%
▼ 2.70%
1
Open
Feb 13, 2026
MP Materials
0%
▼ 14.72%
1
Open
Feb 13, 2026
NEOS Nasdaq 100 High Income ETF
0%
▼ 3.24%
1
Open
Feb 08, 2026
Bank of America
1.9%
▲ 73.94%
23
Buy
Dec 27, 2025
Freshworks
0%
▼ 34.22%
1
Open
Dec 27, 2025
Blend Labs
0%
▼ 43.23%
1
Open
Dec 17, 2025