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My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #439,723 out of 812,479 TipRanks' Investors
Success Rate
48%
113 out of 237
profitable transactions
Average Return
5.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.76%
6-Month Return▼ 1.32%
12-Month Return▲ 13.15%
YTD Return▲ 5.15%
Total Return▲ 29.46%

Best Trade

Opened at
Closed at-
Gain▲ 196.92%

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

27.91%0-27.91%
▲ 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%
▼ 4.85%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.70%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.07%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 0.78%
Jul 2025
▲ 4.75%
▲ 0.81%
▼ 1.01%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.90%
▼ 12.86%▼ 1.27%▲ 0.49%
▼ 1.80%▼ 5.57%▼ 4.47%
▲ 1.84%▼ 0.87%▼ 4.85%
▲ 12.20%▲ 6.28%▲ 3.70%
▲ 6.24%▲ 5.14%▲ 5.07%
▲ 27.91%▲ 2.30%▲ 0.78%
▲ 4.75%▲ 0.81%▼ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CrowdStrike Holdings
▲ 171.10%
2
Close
Aug 07, 2025
Schwab US Dividend Equity ETF
▲ 16.79%
2
Close
Aug 07, 2025
Salesforce
3.24%
▲ 16.21%
8
Open
Aug 07, 2025
Adobe
2.3%
▼ 23.13%
6
Buy
Aug 07, 2025
iShares 20+ Year Treasury Bond ETF
▲ 6.79%
3
Close
Aug 07, 2025
Fiserv
2.69%
▼ 7.18%
3
Buy
Aug 07, 2025
Eli Lilly & Co
1.69%
▼ 2.37%
1
Open
Aug 07, 2025
Vertex Pharmaceuticals
4.45%
▲ 59.99%
6
Buy
Aug 05, 2025
Air Products and Chemicals
▲ 25.62%
7
Close
Aug 05, 2025
Schlumberger
▼ 25.36%
8
Close
Jul 30, 2025
Pinterest
2.94%
▲ 9.13%
2
Buy
Feb 27, 2025
Shift4 Payments
1.1%
▼ 14.09%
1
Open
Feb 21, 2025
Advanced Micro Devices
2.8%
▲ 36.83%
10
Open
Dec 31, 2024
Nvidia
3.69%
▲ 64.46%
2
Buy
Dec 31, 2024
Mercadolibre
9.52%
▲ 39.00%
3
Buy
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024
UnitedHealth
1.35%
▼ 46.29%
2
Buy
Dec 20, 2024
NICE
3.01%
▼ 19.58%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024