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New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #508,216 out of 825,627 TipRanks' Investors
Success Rate
47%
89 out of 188
profitable transactions
Average Return
3.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.13%
6-Month Return▲ 29.65%
12-Month Return▲ 34.70%
YTD Return▲ 30.42%
Total Return▲ 76.90%

Best Trade

Opened at
Closed at-
Gain▲ 607.73%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.26%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.30%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.05%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.00%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.99%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.63%
Sep 2025
▲ 10.60%
▲ 3.13%
▼ 1.13%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.26%
▲ 0.80%▼ 0.87%▼ 0.30%
▲ 11.63%▲ 6.28%▲ 3.05%
▲ 9.25%▲ 5.14%▲ 7.00%
▲ 7.60%▲ 2.30%▲ 5.99%
▲ 2.76%▲ 2.05%▲ 11.50%
▲ 12.88%▲ 3.56%▲ 0.63%
▲ 10.60%▲ 3.13%▼ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
InMode
▼ 57.70%
3
Close
Oct 28, 2025
Huya
▼ 73.55%
3
Close
Oct 28, 2025
BIGG Digital Assets
▼ 94.92%
2
Close
Oct 28, 2025
Canopy Growth
▼ 49.01%
2
Close
Oct 28, 2025
Wynn Resorts
0%
▲ 11.74%
1
Open
Aug 18, 2025
PubMatic
▼ 85.12%
3
Close
Aug 12, 2025
CervoMed
▼ 87.88%
3
Close
Aug 12, 2025
Theriva Biologics
▼ 99.83%
3
Close
Aug 07, 2025
Immersion
▲ 46.36%
2
Close
Aug 07, 2025
Nike
0%
▼ 10.35%
1
Open
Aug 06, 2025
Microsoft
0%
▲ 21.63%
3
Open
Jul 31, 2025
SNDL
▼ 88.64%
3
Close
Jul 31, 2025
PayPal Holdings
0%
▲ 4.75%
1
Open
Jul 30, 2025
Amazon
0%
▼ 0.76%
1
Open
Jul 29, 2025
The Estée Lauder Companies
0%
▲ 8.47%
1
Open
Jul 29, 2025
Meta Platforms
0%
▲ 7.42%
1
Open
Jul 29, 2025
Adobe
0%
▼ 2.91%
1
Open
Jul 29, 2025
Tencent Holdings
▼ 8.23%
5
Close
May 15, 2025
Air Lease
▼ 0.82%
3
Close
Mar 19, 2025
Sovereign Metals Limited
0%
▼ 20.38%
1
Open
Feb 06, 2025