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My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #439,934 out of 833,364 TipRanks' Investors
Success Rate
49%
118 out of 241
profitable transactions
Average Return
9.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.05%
6-Month Return▲ 9.74%
12-Month Return▲ 10.70%
YTD Return▲ 11.27%
Total Return▲ 36.99%

Best Trade

Opened at
Closed at-
Gain▲ 243.41%

Bio

A long-term growth portfolio that balances high growth companies with blue-chip winners. I combine value and growth investing strategies for high returns without chasing unreasonable valuations.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.70%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.94%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.55%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.47%
Nov 2025
▼ 0.06%
▲ 0.51%
▲ 3.66%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.70%
▲ 9.25%▲ 5.14%▲ 5.07%
▲ 7.60%▲ 2.30%▲ 0.78%
▲ 2.76%▲ 2.05%▲ 3.94%
▲ 12.88%▲ 3.56%▼ 0.85%
▲ 10.96%▲ 2.38%▲ 0.55%
▼ 3.57%▲ 0.19%▼ 2.47%
▼ 0.06%▲ 0.51%▲ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chart Industries
▲ 45.79%
4
Close
Dec 01, 2025
Nvidia
4.13%
▲ 44.28%
3
Buy
Dec 01, 2025
Meta Platforms
1.86%
▲ 12.26%
2
Buy
Nov 20, 2025
Fiserv
▼ 56.32%
4
Close
Nov 17, 2025
Eli Lilly & Co
▲ 60.01%
2
Close
Nov 17, 2025
CVS Health
▲ 19.17%
8
Close
Oct 03, 2025
UnitedHealth
▼ 44.00%
3
Close
Aug 12, 2025
Pinterest
2.74%
▼ 20.08%
3
Buy
Aug 12, 2025
CrowdStrike Holdings
▲ 171.10%
2
Close
Aug 07, 2025
Schwab US Dividend Equity ETF
▲ 16.78%
2
Close
Aug 07, 2025
Salesforce
3.72%
▲ 18.29%
8
Open
Aug 07, 2025
Adobe
2.51%
▼ 21.48%
6
Buy
Aug 07, 2025
iShares 20+ Year Treasury Bond ETF
▲ 6.79%
3
Close
Aug 07, 2025
Vertex Pharmaceuticals
5.82%
▲ 100.92%
6
Buy
Aug 05, 2025
Air Products and Chemicals
▲ 25.62%
7
Close
Aug 05, 2025
Schlumberger
▼ 25.36%
8
Close
Jul 30, 2025
Shift4 Payments
0.91%
▼ 31.57%
1
Open
Feb 21, 2025
Advanced Micro Devices
3.62%
▲ 48.39%
10
Open
Dec 31, 2024
Mercadolibre
8.4%
▲ 17.74%
3
Buy
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024