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My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #437,540 out of 809,057 TipRanks' Investors
Success Rate
47%
110 out of 232
profitable transactions
Average Return
6.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.97%
6-Month Return▲ 1.12%
12-Month Return▲ 7.60%
YTD Return▲ 5.27%
Total Return▲ 29.61%

Best Trade

Opened at
Closed at-
Gain▲ 203.60%

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

16.05%0-16.05%
▲ 5.10%
▼ 2.41%
▼ 7.10%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.47%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.92%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.70%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.07%
Jun 2025
▲ 16.05%
▲ 1.57%
▼ 0.04%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.10%
▲ 6.03%▲ 2.69%▲ 5.90%
▼ 12.86%▼ 1.27%▲ 0.49%
▼ 1.80%▼ 5.57%▼ 4.47%
▲ 1.84%▼ 0.87%▼ 4.92%
▲ 12.20%▲ 6.28%▲ 3.70%
▲ 6.24%▲ 5.14%▲ 5.07%
▲ 16.05%▲ 1.57%▼ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pinterest
2.97%
▲ 15.28%
2
Buy
Feb 27, 2025
Shift4 Payments
1.38%
▲ 12.18%
1
Open
Feb 21, 2025
Advanced Micro Devices
2.43%
▲ 32.50%
10
Open
Dec 31, 2024
Salesforce
▲ 20.31%
7
Close
Dec 31, 2024
Nvidia
3.34%
▲ 55.19%
2
Buy
Dec 31, 2024
Mercadolibre
9.34%
▲ 42.54%
3
Buy
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024
UnitedHealth
1.46%
▼ 39.49%
2
Buy
Dec 20, 2024
NICE
2.97%
▼ 17.02%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024
Fiserv
2.14%
▲ 10.75%
2
Buy
Jun 11, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024
Adobe
1.42%
▼ 27.85%
5
Open
May 20, 2024
BioMarin Pharmaceutical
▼ 13.92%
6
Close
May 20, 2024
Expedia
5.25%
▲ 84.25%
4
Buy
May 20, 2024
Schlumberger
2.71%
▼ 27.21%
7
Buy
May 20, 2024
iShares 20+ Year Treasury Bond ETF
2.64%
▲ 3.44%
2
Buy
May 20, 2024
Eastman Chemical
▲ 27.04%
3
Close
May 17, 2024
Chart Industries
3.77%
▲ 22.70%
3
Buy
May 17, 2024
Lear
▼ 7.29%
2
Close
May 17, 2024