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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #361,989 out of 812,326 TipRanks' Investors
Success Rate
48%
103 out of 216
profitable transactions
Average Return
14.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.03%
6-Month Return▲ 3.39%
12-Month Return▲ 14.00%
YTD Return▲ 1.33%
Total Return▲ 69.94%

Best Trade

Opened at
Closed at-
Gain▲ 577.82%

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

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▼ 2.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.79%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.27%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.03%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 6.42%
Jul 2025
▲ 1.33%
▲ 0.03%
▼ 0.41%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 2.50%
▼ 12.86%▼ 1.27%▼ 11.79%
▼ 1.80%▼ 5.57%▼ 5.93%
▲ 1.84%▼ 0.87%▲ 0.28%
▲ 12.20%▲ 6.28%▲ 4.27%
▲ 6.24%▲ 5.14%▲ 13.03%
▲ 27.87%▲ 2.30%▲ 6.42%
▲ 1.33%▲ 0.03%▼ 0.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hess
▲ 96.89%
3
Close
Jul 17, 2025
Chevron
27.77%
▲ 1.18%
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%
▲ 31.16%
1
Open
May 09, 2025
Berry Global Group
▲ 9.04%
2
Close
Apr 29, 2025
Amcor
0%
▲ 4.78%
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
Fisker
▼ 99.89%
2
Close
Oct 18, 2024
Asensus Surgical
▼ 42.52%
3
Close
Aug 22, 2024
Superior Drilling Products
▲ 33.60%
2
Close
Jul 31, 2024
Pioneer Natural
▲ 47.15%
2
Close
May 02, 2024
Callon
▼ 27.26%
2
Close
Mar 28, 2024