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New MoneyPortfolio - New Portfolio

William Holt

New MoneyPortfolio
Individual Investor
Ranked #509,826 out of 818,098 TipRanks' Investors
Success Rate
39%
253 out of 653
profitable transactions
Average Return
3.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.04%
6-Month Return▲ 34.99%
12-Month Return▲ 50.82%
YTD Return▲ 28.83%
Total Return▲ 37.40%

Best Trade

Opened at
Closed at-
Gain▲ 1382.31%

Bio

I read alot of finance articles about stocks and do my own analysis

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 7.10%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.13%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.45%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 14.12%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 8.49%
Aug 2025
▲ 8.72%
▲ 1.92%
▲ 4.15%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 7.10%
▼ 1.80%▼ 5.57%▼ 6.13%
▲ 1.84%▼ 0.87%▲ 1.30%
▲ 12.20%▲ 6.28%▲ 4.45%
▲ 6.24%▲ 5.14%▲ 1.69%
▲ 27.87%▲ 2.30%▲ 14.12%
▲ 4.87%▲ 2.05%▲ 8.49%
▲ 8.72%▲ 1.92%▲ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Molecular Templates
▼ 99.97%
2
Close
Jul 21, 2025
iCAD
▼ 76.81%
2
Close
Jul 16, 2025
Radnet
0%
▲ 29.25%
1
Open
Jul 16, 2025
Inozyme Pharma
▼ 65.22%
2
Close
Jun 30, 2025
PHX Minerals
▲ 96.74%
2
Close
Jun 20, 2025
Berry Global Group
▲ 14.21%
2
Close
Apr 29, 2025
Amcor
0%
▼ 8.60%
1
Open
Apr 29, 2025
Vintage Wine Estates
▼ 99.77%
2
Close
Apr 24, 2025
Emcore
▼ 96.64%
2
Close
Feb 28, 2025
Hyzon Motors
▼ 44.56%
10
Close
Jan 30, 2025
Container Store Group
▼ 99.93%
2
Close
Jan 28, 2025
TRACON Pharmaceuticals
▼ 45.77%
9
Close
Dec 02, 2024
Marathon Oil
▲ 87.97%
2
Close
Nov 21, 2024
Conocophillips
0%
▼ 15.33%
1
Open
Nov 21, 2024
Airspan Networks Holdings
▼ 99.88%
2
Close
Oct 11, 2024
Global Wholehealth Partners
▼ 98.21%
2
Close
Oct 08, 2024
Tellurian
▼ 70.18%
2
Close
Oct 08, 2024
SilverBow Resources
▲ 66.16%
2
Close
Jul 30, 2024
Crescent Energy Company Class A
0%
▼ 22.35%
1
Open
Jul 30, 2024
Alpine Immune Sciences
▲ 490.64%
2
Close
May 17, 2024