tiprankstipranks

My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #378,415 out of 788,370 TipRanks' Investors
Success Rate
49%
112 out of 230
profitable transactions
Average Return
6.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.61%
6-Month Return▲ 11.00%
12-Month Return▲ 12.06%
YTD Return▲ 6.80%
Total Return▲ 31.64%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.94%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.47%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.49%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.09%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.99%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.79%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.96%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.94%
▼ 13.14%▲ 2.34%▲ 0.57%
▲ 2.93%▲ 2.10%▲ 0.47%
▲ 9.99%▼ 0.89%▲ 0.49%
▲ 26.03%▲ 5.96%▲ 9.09%
▲ 5.97%▼ 2.41%▼ 6.99%
▲ 5.25%▲ 2.69%▲ 5.79%
▼ 9.08%▲ 1.42%▲ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shift4 Payments
1.24%
0.00%
1
Open
Feb 21, 2025
Advanced Micro Devices
1.74%
▲ 19.85%
10
Open
Dec 31, 2024
Salesforce
▲ 20.31%
7
Close
Dec 31, 2024
Nvidia
2.64%
▲ 20.99%
2
Buy
Dec 31, 2024
Mercadolibre
8.86%
▲ 33.47%
3
Buy
Dec 31, 2024
Pinterest
2.47%
▲ 30.10%
1
Open
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024
UnitedHealth
2.44%
▼ 1.27%
2
Buy
Dec 20, 2024
NICE
3.05%
▼ 15.94%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024
Fiserv
3.04%
▲ 55.25%
2
Buy
Jun 11, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024
Adobe
1.74%
▼ 23.80%
5
Open
May 20, 2024
BioMarin Pharmaceutical
▼ 13.92%
6
Close
May 20, 2024
Expedia
5.66%
▲ 95.21%
4
Buy
May 20, 2024
Schlumberger
3.44%
▼ 9.58%
7
Buy
May 20, 2024
iShares 20+ Year Treasury Bond ETF
2.81%
▲ 6.44%
2
Buy
May 20, 2024
Eastman Chemical
▲ 27.04%
3
Close
May 17, 2024
Chart Industries
4.04%
▲ 29.95%
3
Buy
May 17, 2024
Lear
▼ 7.29%
2
Close
May 17, 2024