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New Portfolio - New Portfolio

zardoz@outlook.com

New Portfolio
Individual Investor
Ranked #57,827 out of 833,681 TipRanks' Investors
Success Rate
64%
142 out of 222
profitable transactions
Average Return
52.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.88%
6-Month Return▲ 16.64%
12-Month Return▲ 26.15%
YTD Return▲ 25.86%
Total Return▲ 170.01%

Best Trade

Opened at
Closed at
Gain▲ 1838.52%

Bio

Retirement portfolio

Performance

13.73%0-13.73%
▲ 11.63%
▲ 6.28%
▼ 1.23%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.59%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.10%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 13.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.51%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 11.98%
Nov 2025
▲ 0.76%
▲ 0.97%
▲ 2.30%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▼ 1.23%
▲ 9.25%▲ 5.14%▲ 4.59%
▲ 7.60%▲ 2.30%▲ 4.10%
▲ 2.76%▲ 2.05%▲ 13.73%
▲ 12.88%▲ 3.56%▲ 6.38%
▲ 10.96%▲ 2.38%▲ 2.51%
▼ 3.57%▲ 0.19%▼ 11.98%
▲ 0.76%▲ 0.97%▲ 2.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Freeport-McMoRan
4.93%
▼ 14.31%
3
Open
Dec 11, 2025
Pfizer
4.73%
▲ 22.15%
5
Open
Dec 11, 2025
ChoiceOne Financial Services
1.17%
▼ 1.22%
3
Open
Dec 11, 2025
iShares 20+ Year Treasury Bond ETF
3.33%
▼ 0.40%
1
Open
Dec 11, 2025
First Financial Indiana
1.19%
▼ 2.79%
1
Open
Dec 11, 2025
Northern Dynasty Minerals
0%
▼ 5.75%
3
Open
Nov 29, 2025
AGNC Investment
▲ 51.47%
2
Close
Nov 22, 2025
Archer Aviation
0%
▲ 9.41%
1
Open
Nov 22, 2025
Kenvue, Inc.
3.24%
▼ 7.69%
3
Open
Sep 23, 2025
AES
2.64%
▲ 7.13%
1
Open
Sep 23, 2025
Walgreens Boots Alliance
▼ 61.60%
4
Close
Aug 27, 2025
AT&T
▲ 71.35%
7
Close
Aug 11, 2025
Invesco QQQ Trust
▼ 12.47%
2
Close
Apr 03, 2025
QXO Inc
▼ 20.35%
2
Close
Apr 02, 2025
Global X Nasdaq 100 ESG Covered Call ETF
▲ 1.03%
2
Close
Feb 14, 2025
Intel
0.69%
▼ 16.42%
2
Sell
Dec 27, 2024
Aloro Mining
0%
▼ 50.00%
1
Open
Dec 24, 2024
Atlantica Sustainable Infrastructure
▼ 25.67%
3
Close
Dec 11, 2024
Tapestry
▲ 37.07%
2
Close
Jul 27, 2024
Star Bulk Carriers
1.44%
▲ 6.25%
2
Buy
Apr 08, 2024