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New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #28,916 out of 825,227 TipRanks' Investors
Success Rate
73%
114 out of 157
profitable transactions
Average Return
58.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.18%
6-Month Return▲ 34.80%
12-Month Return▲ 31.34%
YTD Return▲ 25.36%
Total Return▲ 390.91%

Best Trade

Opened at
Closed at-
Gain▲ 989.50%

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
▲ 10.60%
▲ 2.86%
▲ 4.76%
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%
▲ 10.60%▲ 2.86%▲ 4.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.72%
▲ 48.45%
4
Open
Jun 28, 2025
Spotify
1.13%
▼ 14.28%
1
Open
Jun 28, 2025
Equinix
0.97%
▲ 6.59%
1
Open
Jun 28, 2025
Realty Income
0.52%
▲ 6.80%
1
Open
Jun 28, 2025
Roblox
0%
▲ 32.61%
2
Sell
Jun 15, 2025
Palo Alto Networks
0.95%
▲ 64.55%
9
Buy
Jun 15, 2025
Costco
4.86%
▲ 15.08%
2
Buy
Jun 15, 2025
Eaton
0%
▲ 26.28%
4
Sell
Jun 15, 2025
Broadcom
6.23%
▲ 103.28%
5
Sell
Jun 15, 2025
Fair Isaac
3.38%
▼ 7.13%
1
Open
Jun 15, 2025
Meta Platforms
0.86%
▲ 7.01%
1
Open
Jun 15, 2025
GE Healthcare Technologies Inc
▲ 2.54%
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
0.48%
▲ 39.98%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 30.93%
3
Sell
Jun 23, 2024
Nvidia
31.59%
▲ 466.80%
12
Sell
Jun 22, 2024