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New Portfolio - New Portfolio

zardoz@outlook.com

New Portfolio
Individual Investor
Ranked #41,677 out of 824,099 TipRanks' Investors
Success Rate
66%
141 out of 215
profitable transactions
Average Return
58.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.83%
6-Month Return▲ 41.20%
12-Month Return▲ 29.46%
YTD Return▲ 42.23%
Total Return▲ 205.25%

Best Trade

Opened at
Closed at
Gain▲ 1838.52%

Bio

Retirement portfolio

Performance

13.73%0-13.73%
▼ 6.38%
▼ 5.57%
▼ 2.37%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.29%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 1.22%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.59%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.11%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 13.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.38%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 4.59%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.37%
▲ 0.80%▼ 0.87%▲ 1.29%
▲ 11.63%▲ 6.28%▼ 1.22%
▲ 9.25%▲ 5.14%▲ 4.59%
▲ 7.60%▲ 2.30%▲ 4.11%
▲ 2.76%▲ 2.05%▲ 13.73%
▲ 12.88%▲ 3.56%▲ 6.38%
▲ 4.03%▼ 0.27%▲ 4.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kenvue, Inc.
3.45%
▼ 13.33%
3
Open
Sep 23, 2025
ChoiceOne Financial Services
0%
▼ 10.70%
1
Open
Sep 23, 2025
AES
3.29%
▲ 10.96%
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
0.84%
▼ 14.91%
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
1.6%
▼ 1.09%
2
Buy
Apr 08, 2024
Realty Income
2.7%
▲ 23.01%
4
Buy
Apr 02, 2024
Cannabis ETF
▼ 77.79%
2
Close
Feb 16, 2024
Global X Cannabis ETF
▼ 73.46%
3
Close
Feb 16, 2024
Mativ Holdings
▼ 49.51%
2
Close
Jan 20, 2024
Strategy Shares Nasdaq 7HANDL Index ETF
▼ 5.34%
2
Close
Jan 06, 2024
AGNC Investment
0%
▲ 45.18%
1
Open
Sep 26, 2023
Torm
0%
▲ 7.82%
1
Open
Sep 01, 2023