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New Portfolio - New Portfolio

MosiTrader

New Portfolio
Individual Investor
Ranked #411,650 out of 803,748 TipRanks' Investors
Success Rate
41%
244 out of 591
profitable transactions
Average Return
13.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.48%
6-Month Return▼ 1.69%
12-Month Return▲ 27.54%
YTD Return▲ 3.72%
Total Return▼ 16.89%

Best Trade

Opened at
Closed at-
Gain▲ 982.75%

Bio

Long

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 11.17%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.94%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 9.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.28%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.29%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.52%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.99%
May 2025
▲ 3.57%
▲ 1.29%
▲ 1.27%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 11.17%
▲ 5.10%▼ 2.41%▼ 4.94%
▲ 6.03%▲ 2.69%▲ 9.82%
▼ 12.86%▼ 1.27%▼ 5.28%
▼ 1.80%▼ 5.57%▼ 9.29%
▲ 1.83%▼ 0.87%▲ 0.52%
▲ 12.21%▲ 6.28%▲ 7.99%
▲ 3.57%▲ 1.29%▲ 1.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
5.37%
▲ 13.00%
13
Buy
Jan 25, 2025
Airbnb
2.95%
▼ 1.12%
10
Sell
Jan 25, 2025
Citigroup
1.26%
▲ 31.20%
6
Buy
Jan 25, 2025
Alphabet Class C
0%
▼ 9.02%
1
Open
Jan 25, 2025
Alphabet Class A
0.31%
▼ 8.72%
1
Open
Jan 25, 2025
Palantir Technologies
3.89%
▲ 536.36%
7
Sell
Oct 16, 2024
GeneDx Holdings
▲ 333.68%
11
Close
Oct 16, 2024
GE Healthcare Technologies Inc
0.51%
▼ 4.34%
8
Sell
Oct 16, 2024
ASML Holding
1.94%
▲ 12.03%
1
Open
Oct 16, 2024
Amazon
5%
▲ 69.62%
13
Sell
Oct 08, 2024
Devon Energy
0.37%
▼ 24.39%
7
Buy
Oct 08, 2024
UBS Group AG
▲ 56.52%
2
Close
Oct 08, 2024
Halliburton
0.84%
▼ 15.86%
5
Buy
Oct 07, 2024
Spotify
4.53%
▲ 203.25%
6
Sell
Oct 01, 2024
Coterra Energy
2.55%
▲ 8.68%
11
Buy
Oct 01, 2024
The Estée Lauder Companies
▼ 45.40%
2
Close
Oct 01, 2024
Marvell
▼ 8.27%
6
Close
Aug 06, 2024
Fortinet
▼ 7.95%
2
Close
Aug 06, 2024
DuPont de Nemours
0.66%
▼ 13.42%
2
Buy
Aug 06, 2024
Wells Fargo
0.39%
▲ 41.52%
1
Open
Aug 06, 2024