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NYSEP25 - New Portfolio

FD2021

NYSEP25
Individual Investor
Ranked #97,836 out of 861,023 TipRanks' Investors
Success Rate
65%
439 out of 680
profitable transactions
Average Return
38.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.27%
6-Month Return▲ 0.04%
12-Month Return▲ 43.39%
YTD Return▲ 2.81%
Total Return▲ 63.66%

Best Trade

Opened at
Closed at
Gain▲ 765.48%

Bio

Performance

16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▼ 7.98%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.87%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 15.80%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 0.73%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 4.56%
▼ 3.68%▲ 0.19%▼ 2.52%
▼ 0.10%▲ 0.08%▼ 0.18%
▲ 4.06%▲ 1.47%▼ 1.39%
▼ 1.33%▼ 0.86%▼ 7.98%
▲ 0.52%▼ 4.94%▼ 2.87%
▲ 16.06%▲ 10.51%▲ 15.80%
▲ 1.37%▲ 0.28%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Energy Corporation
0%
▲ 7.19%
1
Open
Apr 22, 2026
JPMorgan Equity Premium Income ETF
0%
▼ 0.91%
1
Open
Apr 17, 2026
iShares Core S&P Small Cap ETF
▲ 16.57%
2
Close
Apr 13, 2026
iShares Core MSCI Total International Stock ETF
▲ 17.28%
2
Close
Apr 13, 2026
iShares Core 1-5 Year USD Bond ETF
▲ 2.41%
2
Close
Apr 13, 2026
VanEck Semiconductor ETF
0%
▲ 15.00%
1
Open
Apr 13, 2026
iShares Core S&P Mid-Cap ETF
▲ 8.29%
2
Close
Apr 01, 2026
Microsoft
5.56%
▲ 11.19%
5
Buy
Mar 17, 2026
Pfizer
0%
▲ 9.46%
12
Sell
Mar 17, 2026
Ares Management
2%
▲ 2.84%
3
Buy
Mar 17, 2026
Blackstone Group
6.1%
▲ 31.03%
12
Buy
Mar 09, 2026
Nucor
1.84%
▲ 46.51%
6
Buy
Mar 09, 2026
KKR & Co
4.77%
▲ 14.94%
12
Buy
Mar 09, 2026
Accenture
2.53%
▼ 22.22%
5
Buy
Mar 09, 2026
CBRE Global Real Estate Income Fund
3.53%
▲ 22.34%
17
Buy
Mar 09, 2026
CoreWeave
2.08%
▲ 50.16%
4
Buy
Mar 09, 2026
Oklo Inc
1.77%
▼ 6.11%
2
Buy
Mar 09, 2026
Core Scientific Inc
0.28%
▲ 33.06%
2
Buy
Mar 09, 2026
Trilogy Metals
0%
▲ 13.81%
1
Open
Feb 20, 2026
Roundhill Magnificent Seven ETF
0%
▲ 9.35%
1
Open
Feb 13, 2026