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My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #378,766 out of 797,094 TipRanks' Investors
Success Rate
46%
107 out of 232
profitable transactions
Average Return
2.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.43%
6-Month Return▼ 2.80%
12-Month Return▲ 1.54%
YTD Return▼ 3.59%
Total Return▲ 18.70%

Best Trade

Opened at
Closed at
Gain▲ 196.68%

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

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 0.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.49%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.09%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 7.09%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 5.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.47%
Mar 2025
▲ 2.73%
▼ 1.56%
▼ 5.17%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.47%
▲ 10.00%▼ 0.89%▲ 0.49%
▲ 25.97%▲ 5.96%▲ 9.09%
▲ 5.39%▼ 2.41%▼ 7.09%
▲ 6.04%▲ 2.69%▲ 5.90%
▼ 12.86%▼ 1.27%▲ 0.49%
▼ 1.80%▼ 5.57%▼ 4.47%
▲ 2.73%▼ 1.56%▼ 5.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pinterest
2.33%
▼ 19.04%
2
Buy
Feb 27, 2025
Shift4 Payments
1.16%
▼ 15.49%
1
Open
Feb 21, 2025
Advanced Micro Devices
1.67%
▲ 15.96%
10
Open
Dec 31, 2024
Salesforce
▲ 20.31%
7
Close
Dec 31, 2024
Nvidia
2.4%
▼ 0.08%
2
Buy
Dec 31, 2024
Mercadolibre
9.64%
▲ 31.45%
3
Buy
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024
UnitedHealth
2.42%
▼ 11.01%
2
Buy
Dec 20, 2024
NICE
3.36%
▼ 16.15%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024
Fiserv
2.56%
▲ 18.63%
2
Buy
Jun 11, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024
Adobe
1.59%
▼ 27.75%
5
Open
May 20, 2024
BioMarin Pharmaceutical
▼ 13.92%
6
Close
May 20, 2024
Expedia
5.08%
▲ 59.14%
4
Buy
May 20, 2024
Schlumberger
3.14%
▼ 25.22%
7
Buy
May 20, 2024
iShares 20+ Year Treasury Bond ETF
3.08%
▲ 6.68%
2
Buy
May 20, 2024
Eastman Chemical
▲ 27.04%
3
Close
May 17, 2024
Chart Industries
3.32%
▼ 3.19%
3
Buy
May 17, 2024
Lear
▼ 7.29%
2
Close
May 17, 2024