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New Portfolio - New Portfolio

zardoz@outlook.com

New Portfolio
Individual Investor
Ranked #40,342 out of 859,217 TipRanks' Investors
Success Rate
67%
148 out of 222
profitable transactions
Average Return
63.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.61%
6-Month Return▲ 6.05%
12-Month Return▲ 52.80%
YTD Return▲ 21.54%
Total Return▲ 226.39%

Best Trade

Opened at
Closed at
Gain▲ 1838.52%

Bio

Retirement portfolio

Performance

15.37%0-15.37%
▲ 12.88%
▲ 3.56%
▲ 6.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.51%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 11.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 15.37%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.06%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.40%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.13%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.38%
▲ 10.96%▲ 2.38%▲ 2.51%
▼ 3.68%▲ 0.19%▼ 11.97%
▼ 0.10%▲ 0.08%▲ 1.72%
▲ 4.06%▲ 1.47%▲ 15.37%
▼ 1.12%▼ 0.86%▲ 7.06%
▲ 0.60%▼ 4.94%▼ 6.40%
▲ 10.48%▲ 6.78%▲ 5.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Freeport-McMoRan
5.39%
▲ 2.87%
3
Open
Dec 11, 2025
Pfizer
4.28%
▲ 25.62%
5
Open
Dec 11, 2025
ChoiceOne Financial Services
0.96%
▼ 1.14%
3
Open
Dec 11, 2025
iShares 20+ Year Treasury Bond ETF
2.76%
▲ 0.38%
1
Open
Dec 11, 2025
First Financial Indiana
1.05%
▲ 5.90%
1
Open
Dec 11, 2025
Northern Dynasty Minerals
0%
▼ 17.10%
3
Open
Nov 29, 2025
AGNC Investment
▲ 51.50%
2
Close
Nov 22, 2025
Archer Aviation
0%
▼ 23.79%
1
Open
Nov 22, 2025
Kenvue, Inc.
2.75%
▼ 6.05%
3
Open
Sep 23, 2025
AES
2.28%
▲ 12.30%
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
1.01%
▲ 46.71%
2
Sell
Dec 27, 2024
Aloro Mining
0%
0.00%
1
Open
Dec 24, 2024
Atlantica Sustainable Infrastructure
▼ 25.67%
3
Close
Dec 11, 2024
Tapestry
▲ 37.08%
2
Close
Jul 27, 2024
Star Bulk Carriers
1.55%
▲ 40.45%
2
Buy
Apr 08, 2024