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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #501,997 out of 833,092 TipRanks' Investors
Success Rate
47%
33 out of 71
profitable transactions
Average Return
2.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.25%
6-Month Return▲ 17.54%
12-Month Return▲ 18.71%
YTD Return▲ 14.05%
Total Return▲ 42.98%

Best Trade

Opened at
Closed at
Gain▲ 278.60%

Bio

solid with potential for further gains

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.91%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.37%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.36%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.75%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.68%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.54%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 2.20%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 5.91%
▲ 9.25%▲ 5.14%▲ 3.37%
▲ 7.60%▲ 2.30%▲ 0.36%
▲ 2.76%▲ 2.05%▲ 3.75%
▲ 12.88%▲ 3.56%▲ 5.33%
▲ 10.96%▲ 2.38%▲ 2.68%
▼ 3.57%▲ 0.19%▲ 3.54%
▼ 3.92%▼ 1.01%▼ 2.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MARA Holdings
0.72%
▲ 25.14%
7
Open
Dec 20, 2024
Johnson & Johnson
▲ 12.13%
3
Close
Dec 20, 2024
Towa Corporation
3.71%
▼ 18.30%
3
Buy
Dec 20, 2024
TOC Co., Ltd.
3.84%
▲ 13.81%
2
Buy
Dec 20, 2024
Mutares SE & Co. KGaA
12.82%
▲ 29.11%
1
Open
Dec 20, 2024
Alphabet Class C
11.3%
▲ 58.03%
1
Open
Dec 20, 2024
Honda Motor Company
24.56%
▲ 26.20%
3
Sell
Aug 05, 2024
Block
▼ 3.51%
4
Close
Jul 15, 2024
Palo Alto Networks
13.83%
▲ 16.32%
1
Open
Jun 16, 2024
DEFSEC Technologies
▼ 58.74%
3
Close
May 29, 2024
SuRo Capital
▼ 67.06%
3
Close
May 27, 2024
Carlyle Group
6.57%
▲ 37.72%
1
Open
May 27, 2024
Cassava Sciences
▼ 22.47%
4
Close
Apr 16, 2024
Enbridge
▲ 24.22%
3
Close
Apr 16, 2024
Apple
▲ 62.31%
5
Close
Apr 11, 2024
DHL Group
10.18%
▲ 31.75%
1
Open
Apr 11, 2024
Sony Group
▼ 12.83%
3
Close
Feb 26, 2024
BioNTech SE
▼ 65.58%
2
Close
Feb 26, 2024
Compass Diversified Holdings
▲ 45.95%
3
Close
Feb 26, 2024
Crestwood Equity
▲ 44.38%
3
Close
Nov 03, 2023