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New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #487,837 out of 816,908 TipRanks' Investors
Success Rate
47%
88 out of 188
profitable transactions
Average Return
1.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.22%
6-Month Return▲ 30.54%
12-Month Return▲ 51.11%
YTD Return▲ 30.36%
Total Return▲ 76.79%

Best Trade

Opened at
Closed at-
Gain▲ 471.52%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 4.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.05%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.00%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 5.99%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 11.50%
Aug 2025
▲ 1.37%
▲ 0.34%
▼ 0.56%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 4.24%
▼ 1.80%▼ 5.57%▼ 0.26%
▲ 1.84%▼ 0.87%▼ 0.30%
▲ 12.20%▲ 6.28%▲ 3.05%
▲ 6.24%▲ 5.14%▲ 7.00%
▲ 27.87%▲ 2.30%▲ 5.99%
▲ 4.87%▲ 2.05%▲ 11.50%
▲ 1.37%▲ 0.34%▼ 0.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wynn Resorts
0%
▲ 11.79%
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
▲ 46.38%
2
Close
Aug 07, 2025
Nike
0%
▼ 2.07%
1
Open
Aug 06, 2025
Microsoft
0%
▲ 17.22%
3
Open
Jul 31, 2025
SNDL
▼ 88.64%
3
Close
Jul 31, 2025
PayPal Holdings
0%
▼ 2.08%
1
Open
Jul 30, 2025
Amazon
0%
▲ 0.57%
1
Open
Jul 29, 2025
The Estée Lauder Companies
0%
▼ 2.03%
1
Open
Jul 29, 2025
Meta Platforms
0%
▲ 7.49%
1
Open
Jul 29, 2025
Adobe
0%
▼ 5.86%
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%
▼ 12.10%
1
Open
Feb 06, 2025
Vital Metals Ltd
0%
▲ 191.67%
1
Open
Feb 06, 2025
Vulcan Energy Resources Ltd.
0%
▼ 3.38%
1
Open
Feb 06, 2025
AT&T
21.83%
▲ 57.09%
3
Buy
Feb 05, 2025
Stag Industrial
▲ 19.28%
3
Close
Feb 05, 2025