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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #505,166 out of 858,800 TipRanks' Investors
Success Rate
47%
33 out of 71
profitable transactions
Average Return
2.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return▲ 5.93%
12-Month Return▲ 34.88%
YTD Return▼ 0.01%
Total Return▲ 41.76%

Best Trade

Opened at
Closed at
Gain▲ 278.60%

Bio

solid with potential for further gains

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.69%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.56%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.93%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.38%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.90%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.14%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 3.44%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.33%
▲ 10.96%▲ 2.38%▲ 2.69%
▼ 3.68%▲ 0.19%▲ 3.56%
▼ 0.10%▲ 0.08%▼ 2.93%
▲ 4.06%▲ 1.47%▲ 8.38%
▼ 1.12%▼ 0.86%▼ 2.90%
▲ 0.60%▼ 4.94%▼ 8.14%
▲ 4.98%▲ 4.55%▲ 3.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MARA Holdings
0.76%
▲ 25.13%
7
Open
Dec 20, 2024
Johnson & Johnson
▲ 12.13%
3
Close
Dec 20, 2024
Towa Corporation
4.99%
▲ 6.01%
3
Buy
Dec 20, 2024
TOC Co., Ltd.
4.01%
▲ 14.04%
2
Buy
Dec 20, 2024
Mutares SE & Co. KGaA
11.65%
▲ 14.57%
1
Open
Dec 20, 2024
Alphabet Class C
12.37%
▲ 64.71%
1
Open
Dec 20, 2024
Honda Motor Company
20.97%
▲ 2.48%
3
Sell
Aug 05, 2024
Block
▼ 3.51%
4
Close
Jul 15, 2024
Palo Alto Networks
13.06%
▲ 4.50%
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
5.65%
▲ 13.46%
1
Open
May 27, 2024
Filana Therapeutics
▼ 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
11.09%
▲ 37.43%
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