tiprankstipranks

My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #474,017 out of 858,885 TipRanks' Investors
Success Rate
48%
120 out of 249
profitable transactions
Average Return
5.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▼ 10.78%
12-Month Return▲ 2.45%
YTD Return▼ 10.39%
Total Return▲ 21.62%

Best Trade

Opened at
Closed at-
Gain▲ 251.93%

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%
▲ 12.88%
▲ 3.56%
▼ 0.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.55%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.70%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.41%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.71%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.31%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.86%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.85%
▲ 10.96%▲ 2.38%▲ 0.55%
▼ 3.68%▲ 0.19%▼ 2.47%
▼ 0.10%▲ 0.08%▲ 2.70%
▲ 4.06%▲ 1.47%▼ 2.41%
▼ 1.12%▼ 0.86%▼ 6.71%
▲ 0.60%▼ 4.94%▼ 4.31%
▲ 4.89%▲ 4.48%▲ 2.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
3.54%
▲ 11.58%
3
Buy
Jan 23, 2026
Oracle
1.53%
▼ 25.66%
2
Buy
Jan 23, 2026
Alphabet Class A
16.11%
▲ 187.98%
6
Sell
Jan 13, 2026
Microsoft
5.3%
▲ 62.13%
6
Buy
Jan 06, 2026
Nvidia
5.39%
▲ 36.31%
4
Buy
Jan 06, 2026
NICE
▼ 38.85%
5
Close
Dec 31, 2025
Advanced Micro Devices
5.06%
▲ 50.52%
11
Buy
Dec 30, 2025
AstraZeneca
▲ 39.20%
6
Close
Dec 30, 2025
Shift4 Payments
▼ 32.17%
2
Close
Dec 30, 2025
Chart Industries
▲ 45.79%
4
Close
Dec 01, 2025
Meta Platforms
2%
▲ 6.98%
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
2.07%
▼ 46.64%
3
Buy
Aug 12, 2025
CrowdStrike Holdings
▲ 171.10%
2
Close
Aug 07, 2025
Schwab US Dividend Equity ETF
▲ 16.79%
2
Close
Aug 07, 2025
Salesforce
2.62%
▲ 10.02%
8
Open
Aug 07, 2025
Adobe
1.79%
▼ 34.75%
6
Buy
Aug 07, 2025