NYSEP25 - New Portfolio
FD2021
NYSEP25Individual Investor
Ranked #123,916 out of 857,866 TipRanks' Investors
Success Rate
407 out of 677
profitable transactions
profitable transactions
Average Return
27.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.23%
6-Month Return▼ 13.55%
12-Month Return▲ 22.45%
YTD Return▼ 15.09%
Total Return▲ 35.12%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 5.05%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.56%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.55%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.39%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 8.18%
Feb 2026
▼ 1.55%
▼ 7.31%
▼ 6.23%
Mar 2026
▲ 2.76%▲ 2.05%▲ 5.05%
▲ 12.88%▲ 3.56%▲ 3.83%
▲ 10.96%▲ 2.38%▲ 4.56%
▼ 3.68%▲ 0.19%▼ 2.55%
▼ 0.10%▲ 0.08%▼ 0.18%
▲ 4.06%▲ 1.47%▼ 1.39%
▼ 1.12%▼ 0.86%▼ 8.18%
▼ 1.55%▼ 7.31%▼ 6.23%
Recent Activity
Microsoft
5.89%
▼ 2.12%
5
Buy
Mar 17, 2026
Pfizer
0%
▲ 12.41%
12
Sell
Mar 17, 2026
Ares Management
2.19%
▼ 8.16%
3
Buy
Mar 17, 2026
Blackstone Group
6.42%
▲ 12.07%
12
Buy
Mar 09, 2026
Nucor
1.63%
▲ 18.76%
6
Buy
Mar 09, 2026
KKR & Co
5.01%
▲ 5.75%
12
Buy
Mar 09, 2026
Accenture
3.34%
▼ 18.75%
5
Buy
Mar 09, 2026
CBRE Global Real Estate Income Fund
3.8%
▲ 5.83%
17
Buy
Mar 09, 2026
CoreWeave
1.6%
▼ 5.61%
4
Buy
Mar 09, 2026
Oklo Inc
1.55%
▼ 33.01%
2
Buy
Mar 09, 2026
Core Scientific Inc
0.25%
▼ 1.46%
2
Buy
Mar 09, 2026
Trilogy Metals
0%
▼ 14.07%
1
Open
Feb 20, 2026
Roundhill Magnificent Seven ETF
0%
▼ 9.32%
1
Open
Feb 13, 2026
Invesco S&P 500 Top 50 ETF
0%
▼ 6.77%
1
Open
Feb 13, 2026
MP Materials
0%
▼ 10.74%
1
Open
Feb 13, 2026
NEOS Nasdaq 100 High Income ETF
0%
▼ 7.11%
1
Open
Feb 08, 2026
Bank of America
1.87%
▲ 62.49%
23
Buy
Dec 27, 2025
Freshworks
0%
▼ 36.33%
1
Open
Dec 27, 2025
Blend Labs
0%
▼ 45.54%
1
Open
Dec 17, 2025
Apple
4.72%
▲ 61.81%
11
Buy
Nov 18, 2025