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New Portfolio - New Portfolio

zardoz@outlook.com

New Portfolio
Individual Investor
Ranked #49,432 out of 849,026 TipRanks' Investors
Success Rate
66%
146 out of 222
profitable transactions
Average Return
58.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.86%
6-Month Return▲ 22.26%
12-Month Return▲ 32.08%
YTD Return▲ 9.17%
Total Return▲ 192.21%

Best Trade

Opened at
Closed at
Gain▲ 1838.52%

Bio

Retirement portfolio

Performance

13.73%0-13.73%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 12.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.59%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 9.17%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 12.14%
▼ 0.10%▲ 0.08%▲ 1.59%
▲ 2.78%▲ 1.51%▲ 9.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Freeport-McMoRan
5.16%
▼ 5.79%
3
Open
Dec 11, 2025
Pfizer
4.46%
▲ 23.45%
5
Open
Dec 11, 2025
ChoiceOne Financial Services
0.99%
▼ 4.36%
3
Open
Dec 11, 2025
iShares 20+ Year Treasury Bond ETF
3.04%
▲ 0.53%
1
Open
Dec 11, 2025
First Financial Indiana
1.09%
▼ 0.61%
1
Open
Dec 11, 2025
Northern Dynasty Minerals
0%
▼ 13.85%
3
Open
Nov 29, 2025
AGNC Investment
▲ 51.47%
2
Close
Nov 22, 2025
Archer Aviation
0%
▲ 19.09%
1
Open
Nov 22, 2025
Kenvue, Inc.
2.97%
▼ 6.99%
3
Open
Sep 23, 2025
AES
2.49%
▲ 11.29%
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
0.83%
▲ 11.10%
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
▲ 37.07%
2
Close
Jul 27, 2024
Star Bulk Carriers
1.44%
▲ 17.56%
2
Buy
Apr 08, 2024