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New Portfolio - New Portfolio

Nick

New Portfolio
Individual Investor
Ranked #154,469 out of 834,064 TipRanks' Investors
Success Rate
54%
45 out of 83
profitable transactions
Average Return
44.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.50%
6-Month Return▲ 5.20%
12-Month Return▲ 5.01%
YTD Return▲ 7.25%
Total Return▲ 35.57%

Best Trade

Opened at
Closed at
Gain▲ 714.53%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.89%
May 2025
▲ 9.25%
▲ 5.14%
▲ 12.88%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.63%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.44%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.33%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 6.24%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 0.43%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 7.89%
▲ 9.25%▲ 5.14%▲ 12.88%
▲ 7.60%▲ 2.30%▼ 0.67%
▲ 2.76%▲ 2.05%▲ 6.63%
▲ 12.88%▲ 3.56%▲ 4.44%
▲ 10.96%▲ 2.38%▲ 0.33%
▼ 3.57%▲ 0.19%▼ 6.24%
▲ 1.61%▲ 1.31%▲ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Youdao
0.63%
▲ 7.30%
2
Buy
Jul 18, 2025
Zhong Yang Financial Group Ltd.
1.05%
▼ 20.33%
1
Open
Mar 18, 2025
Huadi International Group
0.77%
▼ 26.11%
1
Open
Mar 18, 2025
Hims & Hers Health
0.55%
▼ 48.34%
1
Open
Feb 20, 2025
Occidental Petroleum
0%
▼ 14.85%
1
Open
Feb 12, 2025
Trinity Capital
2.02%
▲ 11.73%
1
Open
Jan 30, 2025
Deluxe
0.45%
▲ 1.92%
1
Open
Jan 30, 2025
Black Stone Minerals
0.36%
▼ 0.07%
1
Open
Jan 30, 2025
Smartsheet
▲ 41.10%
2
Close
Jan 21, 2025
Nvidia
▲ 694.55%
3
Close
Oct 14, 2024
Upstart Holdings
0.63%
▼ 12.21%
1
Open
Oct 14, 2024
Here Group
14.28%
▲ 143.33%
2
Buy
Oct 09, 2024
Heritage Insurance Holdings
▲ 144.31%
2
Close
Sep 30, 2024
Alliance Entertainment Holding
15.42%
▲ 372.44%
3
Buy
Sep 26, 2024
JinkoSolar
3.65%
▲ 57.76%
1
Open
Sep 10, 2024
American Coastal Insurance
4.17%
▲ 18.31%
2
Buy
Sep 04, 2024
ChargePoint Holdings
0.14%
▼ 70.79%
6
Buy
Aug 13, 2024
Walt Disney
3.62%
▲ 5.94%
4
Buy
Aug 13, 2024
SoFi
21.6%
▲ 251.03%
5
Buy
Aug 13, 2024
Snap
0.52%
▼ 26.69%
2
Buy
Aug 13, 2024