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New Portfolio - New Portfolio

Nick

New Portfolio
Individual Investor
Ranked #246,195 out of 858,800 TipRanks' Investors
Success Rate
52%
43 out of 83
profitable transactions
Average Return
29.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.73%
6-Month Return▼ 10.94%
12-Month Return▲ 28.02%
YTD Return▼ 5.97%
Total Return▲ 26.80%

Best Trade

Opened at
Closed at
Gain▲ 714.54%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.44%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.33%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.19%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.01%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.77%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.64%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.14%
Mar 2026
▲ 4.98%
▲ 4.55%
▼ 0.52%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.44%
▲ 10.96%▲ 2.38%▲ 0.33%
▼ 3.68%▲ 0.19%▼ 6.19%
▼ 0.10%▲ 0.08%▼ 1.01%
▲ 4.06%▲ 1.47%▼ 3.77%
▼ 1.12%▼ 0.86%▼ 1.64%
▲ 0.60%▼ 4.94%▼ 0.14%
▲ 4.98%▲ 4.55%▼ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Youdao
0.9%
▲ 13.19%
2
Buy
Jul 18, 2025
Zhong Yang Financial Group Ltd.
1.04%
▼ 41.58%
1
Open
Mar 18, 2025
Huadi International Group
1.09%
▼ 22.99%
1
Open
Mar 18, 2025
Hims & Hers Health
0.43%
▼ 70.26%
1
Open
Feb 20, 2025
Occidental Petroleum
0%
▲ 25.66%
1
Open
Feb 12, 2025
Trinity Capital
2.73%
▲ 18.69%
1
Open
Jan 30, 2025
Deluxe
0.76%
▲ 29.98%
1
Open
Jan 30, 2025
Black Stone Minerals
0.51%
▲ 7.12%
1
Open
Jan 30, 2025
Smartsheet
▲ 41.10%
2
Close
Jan 21, 2025
Nvidia
▲ 694.56%
3
Close
Oct 14, 2024
Upstart Holdings
0.49%
▼ 49.31%
1
Open
Oct 14, 2024
Here Group
10.87%
▲ 36.39%
2
Buy
Oct 09, 2024
Heritage Insurance Holdings
▲ 144.31%
2
Close
Sep 30, 2024
Alliance Entertainment Holding
19.61%
▲ 342.49%
3
Buy
Sep 26, 2024
JinkoSolar
4.14%
▲ 31.72%
1
Open
Sep 10, 2024
American Coastal Insurance
5.3%
▲ 17.66%
2
Buy
Sep 04, 2024
ChargePoint Holdings
0.14%
▼ 72.23%
6
Buy
Aug 13, 2024
Walt Disney
4.33%
▼ 6.91%
4
Buy
Aug 13, 2024
SoFi
17.63%
▲ 120.95%
5
Buy
Aug 13, 2024
Snap
0.45%
▼ 53.83%
2
Buy
Aug 13, 2024