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New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
45%
85 out of 188
profitable transactions
Average Return
3.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.36%
6-Month Return▲ 28.36%
12-Month Return▲ 41.62%
YTD Return▲ 30.61%
Total Return▲ 77.16%

Best Trade

Opened at
Closed at-
Gain▲ 562.82%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▲ 4.24%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 0.26%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 0.30%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 3.05%
May 2025
▲ 10.82%
▲ 5.14%
▲ 7.00%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 5.99%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 11.50%
Aug 2025
▲ 11.44%
▲ 2.88%
▼ 0.36%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 1.65%▼ 1.27%▲ 4.24%
▼ 4.94%▼ 5.57%▼ 0.26%
▲ 1.11%▼ 0.87%▼ 0.30%
▲ 14.06%▲ 6.28%▲ 3.05%
▲ 10.82%▲ 5.14%▲ 7.00%
▲ 7.00%▲ 2.30%▲ 5.99%
▲ 2.23%▲ 2.05%▲ 11.50%
▲ 11.44%▲ 2.88%▼ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wynn Resorts
0%
▲ 19.25%
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%
▼ 9.67%
1
Open
Aug 06, 2025
Microsoft
0%
▲ 18.76%
3
Open
Jul 31, 2025
SNDL
▼ 88.64%
3
Close
Jul 31, 2025
PayPal Holdings
0%
▼ 3.46%
1
Open
Jul 30, 2025
Amazon
0%
▼ 4.86%
1
Open
Jul 29, 2025
The Estée Lauder Companies
0%
▼ 4.82%
1
Open
Jul 29, 2025
Meta Platforms
0%
▲ 6.32%
1
Open
Jul 29, 2025
Adobe
0%
▼ 2.79%
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%
▼ 11.47%
1
Open
Feb 06, 2025
Vital Metals Ltd
0%
▲ 283.33%
1
Open
Feb 06, 2025
Vulcan Energy Resources Ltd.
0%
▲ 39.61%
1
Open
Feb 06, 2025
AT&T
20.71%
▲ 50.29%
3
Buy
Feb 05, 2025
Stag Industrial
▲ 19.28%
3
Close
Feb 05, 2025