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My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #403,037 out of 805,675 TipRanks' Investors
Success Rate
49%
114 out of 232
profitable transactions
Average Return
5.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.67%
6-Month Return▲ 5.12%
12-Month Return▲ 10.03%
YTD Return▲ 4.89%
Total Return▲ 29.14%

Best Trade

Opened at
Closed at-
Gain▲ 218.51%

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%
▲ 25.97%
▲ 5.96%
▲ 9.09%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.09%
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
▲ 1.83%
▼ 0.87%
▼ 4.94%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.70%
May 2025
▲ 4.16%
▲ 4.64%
▲ 4.67%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.09%
▲ 5.10%▼ 2.41%▼ 7.09%
▲ 6.03%▲ 2.69%▲ 5.90%
▼ 12.86%▼ 1.27%▲ 0.49%
▼ 1.80%▼ 5.57%▼ 4.47%
▲ 1.83%▼ 0.87%▼ 4.94%
▲ 12.21%▲ 6.28%▲ 3.70%
▲ 4.16%▲ 4.64%▲ 4.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pinterest
2.9%
▲ 11.68%
2
Buy
Feb 27, 2025
Shift4 Payments
1.28%
▲ 3.40%
1
Open
Feb 21, 2025
Advanced Micro Devices
2.24%
▲ 28.89%
10
Open
Dec 31, 2024
Salesforce
▲ 20.31%
7
Close
Dec 31, 2024
Nvidia
3.08%
▲ 42.00%
2
Buy
Dec 31, 2024
Mercadolibre
9.98%
▲ 51.19%
3
Buy
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024
UnitedHealth
1.61%
▼ 33.82%
2
Buy
Dec 20, 2024
NICE
3.22%
▼ 10.70%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024
Fiserv
2.24%
▲ 15.15%
2
Buy
Jun 11, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024
Adobe
1.5%
▼ 26.81%
5
Open
May 20, 2024
BioMarin Pharmaceutical
▼ 13.92%
6
Close
May 20, 2024
Expedia
4.88%
▲ 70.13%
4
Buy
May 20, 2024
Schlumberger
2.79%
▼ 25.71%
7
Buy
May 20, 2024
iShares 20+ Year Treasury Bond ETF
2.73%
▲ 5.65%
2
Buy
May 20, 2024
Eastman Chemical
▲ 27.04%
3
Close
May 17, 2024
Chart Industries
3.71%
▲ 19.90%
3
Buy
May 17, 2024
Lear
▼ 7.29%
2
Close
May 17, 2024