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New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #29,231 out of 821,666 TipRanks' Investors
Success Rate
73%
114 out of 157
profitable transactions
Average Return
55.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.77%
6-Month Return▲ 56.18%
12-Month Return▲ 33.02%
YTD Return▲ 21.77%
Total Return▲ 376.87%

Best Trade

Opened at
Closed at-
Gain▲ 955.64%

Bio

NA

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 8.23%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.00%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.17%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.39%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.30%
Sep 2025
▲ 1.27%
▲ 0.82%
▲ 1.76%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.23%
▲ 0.80%▼ 0.87%▲ 3.00%
▲ 11.63%▲ 6.28%▲ 7.17%
▲ 9.25%▲ 5.14%▲ 7.31%
▲ 7.60%▲ 2.30%▲ 1.46%
▲ 2.76%▲ 2.05%▲ 3.39%
▲ 12.88%▲ 3.56%▲ 6.30%
▲ 1.27%▲ 0.82%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.8%
▲ 48.77%
4
Open
Jun 28, 2025
Spotify
1.19%
▼ 11.35%
1
Open
Jun 28, 2025
Equinix
0.92%
▼ 0.10%
1
Open
Jun 28, 2025
Realty Income
0.53%
▲ 5.92%
1
Open
Jun 28, 2025
Roblox
0%
▲ 30.32%
2
Sell
Jun 15, 2025
Palo Alto Networks
0.93%
▲ 58.79%
9
Buy
Jun 15, 2025
Costco
4.86%
▲ 12.74%
2
Buy
Jun 15, 2025
Eaton
0%
▲ 26.37%
4
Sell
Jun 15, 2025
Broadcom
5.89%
▲ 88.37%
5
Sell
Jun 15, 2025
Fair Isaac
3.79%
▲ 1.97%
1
Open
Jun 15, 2025
Meta Platforms
0.84%
▲ 2.00%
1
Open
Jun 15, 2025
GE Healthcare Technologies Inc
▲ 2.55%
2
Close
May 04, 2025
Vanguard Health Care ETF
▼ 1.61%
3
Close
May 04, 2025
Strategy
▲ 132.01%
6
Close
May 04, 2025
Gilead Sciences
▲ 29.43%
3
Close
Jan 12, 2025
Super Micro Computer
▼ 55.92%
6
Close
Sep 01, 2024
International Business Machines
▲ 7.72%
4
Close
Aug 25, 2024
3M
0.46%
▲ 29.62%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 29.08%
3
Sell
Jun 23, 2024
Nvidia
31.22%
▲ 449.19%
12
Sell
Jun 22, 2024