tiprankstipranks

New Portfolio - New Portfolio

Heather

New Portfolio
Individual Investor
Ranked #207,925 out of 858,746 TipRanks' Investors
Success Rate
51%
111 out of 217
profitable transactions
Average Return
32.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 16.07%
12-Month Return▲ 107.28%
YTD Return▲ 10.49%
Total Return▲ 168.13%

Best Trade

Opened at
Closed at-
Gain▲ 686.92%

Bio

Combination of 3 different portfolios that I currently have, but TipRanks (desktop version) is my favorite way to view and track my watchlists and my current holdings.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 12.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.59%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.38%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.64%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.96%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 3.21%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 3.95%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 5.19%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 12.55%
▲ 10.96%▲ 2.38%▲ 4.59%
▼ 3.68%▲ 0.19%▲ 4.38%
▼ 0.10%▲ 0.08%▼ 1.64%
▲ 4.06%▲ 1.47%▲ 5.96%
▼ 1.10%▼ 0.86%▲ 3.21%
▲ 1.22%▼ 4.94%▼ 3.95%
▲ 5.30%▲ 3.95%▲ 5.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PotlatchDeltic
▲ 9.49%
2
Close
Jan 30, 2026
Rayonier
0%
▼ 5.25%
1
Open
Jan 30, 2026
SpartanNash Co
▼ 4.75%
2
Close
Sep 19, 2025
GMS
▲ 84.81%
2
Close
Sep 03, 2025
Sitio Royalties
▼ 25.60%
2
Close
Aug 19, 2025
Hess
▲ 96.89%
3
Close
Jul 17, 2025
Chevron
32.14%
▲ 31.55%
1
Open
Jul 17, 2025
Schnitzer Steel Industries
▼ 40.79%
2
Close
Jul 10, 2025
United States Steel
▲ 135.90%
2
Close
Jun 17, 2025
Dada Nexus
▼ 87.07%
2
Close
Jun 16, 2025
Allakos
▼ 96.74%
2
Close
May 14, 2025
Veren
▲ 30.40%
2
Close
May 09, 2025
Whitecap Resources
0%
▲ 96.13%
1
Open
May 09, 2025
Berry Global Group
▲ 9.04%
2
Close
Apr 29, 2025
Amcor
0%
▼ 3.79%
1
Open
Apr 29, 2025
Desktop Metal
▼ 91.62%
2
Close
Apr 01, 2025
HashiCorp
▼ 61.80%
2
Close
Feb 26, 2025
Adams Resources
▲ 37.18%
2
Close
Feb 04, 2025
Smartsheet
▼ 22.46%
2
Close
Jan 21, 2025
Duckhorn Portfolio
▼ 42.00%
2
Close
Dec 23, 2024