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New Portfolio - New Portfolio

Nick

New Portfolio
Individual Investor
Ranked #240,784 out of 797,534 TipRanks' Investors
Success Rate
47%
38 out of 81
profitable transactions
Average Return
19.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.76%
6-Month Return▼ 4.05%
12-Month Return▲ 14.00%
YTD Return▼ 11.88%
Total Return▲ 12.61%

Best Trade

Opened at
Closed at
Gain▲ 714.53%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 2.88%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.57%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.37%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.07%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 1.66%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.61%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.04%
Mar 2025
▲ 2.60%
▼ 1.53%
▼ 0.14%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.88%
▲ 10.00%▼ 0.89%▲ 4.57%
▲ 25.97%▲ 5.96%▲ 10.37%
▲ 5.39%▼ 2.41%▼ 1.07%
▲ 6.01%▲ 2.69%▲ 1.66%
▼ 12.86%▼ 1.27%▼ 7.61%
▼ 1.80%▼ 5.57%▼ 6.04%
▲ 2.60%▼ 1.53%▼ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zhong Yang Financial Group Ltd.
1.63%
▼ 11.99%
1
Open
Mar 18, 2025
Huadi International Group
1.34%
▼ 8.92%
1
Open
Mar 18, 2025
Hims & Hers Health
0.79%
▼ 47.24%
1
Open
Feb 20, 2025
Occidental Petroleum
0%
▼ 15.21%
1
Open
Feb 12, 2025
Trinity Capital
2.75%
▲ 0.86%
1
Open
Jan 30, 2025
Deluxe
0.43%
▼ 32.75%
1
Open
Jan 30, 2025
Black Stone Minerals
0.54%
▲ 0.18%
1
Open
Jan 30, 2025
Smartsheet
▲ 41.10%
2
Close
Jan 21, 2025
Nvidia
▲ 694.56%
3
Close
Oct 14, 2024
Upstart Holdings
0.92%
▼ 9.03%
1
Open
Oct 14, 2024
Quantasing Group Ltd. ADR
23.43%
▲ 183.88%
2
Buy
Oct 09, 2024
Heritage Insurance Holdings
▲ 144.31%
2
Close
Sep 30, 2024
Alliance Entertainment Holding
8.24%
▲ 79.69%
3
Buy
Sep 26, 2024
JinkoSolar
3.17%
▼ 8.22%
1
Open
Sep 10, 2024
American Coastal Insurance
5.42%
▲ 9.35%
2
Buy
Sep 04, 2024
ChargePoint Holdings
0.37%
▼ 66.18%
6
Buy
Aug 13, 2024
Walt Disney
4.09%
▼ 15.88%
4
Buy
Aug 13, 2024
SoFi Technologies
14.89%
▲ 84.82%
5
Buy
Aug 13, 2024
Snap
0.85%
▼ 15.22%
2
Buy
Aug 13, 2024
Softbank
2.84%
▼ 3.77%
1
Open
Aug 07, 2024