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New MoneyPortfolio - New Portfolio

William Holt

New MoneyPortfolio
Individual Investor
Ranked #487,076 out of 808,802 TipRanks' Investors
Success Rate
37%
240 out of 652
profitable transactions
Average Return
1.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.85%
6-Month Return▲ 5.79%
12-Month Return▲ 27.03%
YTD Return▲ 12.09%
Total Return▲ 19.56%

Best Trade

Opened at
Closed at-
Gain▲ 1505.17%

Bio

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

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 0.81%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.10%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.13%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.44%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 12.12%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.81%
▲ 6.03%▲ 2.69%▲ 6.57%
▼ 12.86%▼ 1.27%▼ 7.10%
▼ 1.80%▼ 5.57%▼ 6.13%
▲ 1.84%▼ 0.87%▲ 1.28%
▲ 12.20%▲ 6.28%▲ 4.44%
▲ 6.24%▲ 5.14%▲ 1.69%
▲ 14.83%▲ 1.65%▲ 12.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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%
▲ 3.37%
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%
▼ 15.67%
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%
▼ 25.46%
1
Open
Jul 30, 2024
Alpine Immune Sciences
▲ 490.64%
2
Close
May 17, 2024
Endo International
▼ 99.68%
2
Close
May 02, 2024
Harpoon Therapeutics
▼ 21.32%
7
Close
Mar 08, 2024
IronNet
▼ 99.94%
2
Close
Feb 22, 2024