New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #28,479 out of 828,953 TipRanks' Investors
Success Rate
71%
111 out of 157
profitable transactions
Average Return
53.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.53%
6-Month Return▲ 17.71%
12-Month Return▲ 17.96%
YTD Return▲ 18.87%
Total Return▲ 365.53%

Best Trade

Opened at
Closed at-
Gain▲ 931.86%

Bio

NA

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 3.00%
Apr 2025
▲ 11.64%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 5.20%
Oct 2025
▼ 6.61%
▼ 3.22%
▼ 5.57%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 3.00%
▲ 11.64%▲ 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%
▲ 10.96%▲ 2.38%▲ 5.20%
▼ 6.61%▼ 3.22%▼ 5.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.76%
▲ 47.80%
4
Open
Jun 28, 2025
Spotify
1.13%
▼ 17.06%
1
Open
Jun 28, 2025
Equinix
0.92%
▼ 1.45%
1
Open
Jun 28, 2025
Realty Income
0.51%
▲ 1.87%
1
Open
Jun 28, 2025
Roblox
0%
▲ 5.00%
2
Sell
Jun 15, 2025
Palo Alto Networks
0.89%
▲ 50.14%
9
Buy
Jun 15, 2025
Costco
4.83%
▲ 10.93%
2
Buy
Jun 15, 2025
Eaton
0%
▲ 12.80%
4
Sell
Jun 15, 2025
Broadcom
6.05%
▲ 91.18%
5
Sell
Jun 15, 2025
Fair Isaac
3.57%
▼ 4.93%
1
Open
Jun 15, 2025
Meta Platforms
0.71%
▼ 14.82%
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
0.49%
▲ 38.40%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 22.11%
3
Sell
Jun 23, 2024
Nvidia
30.87%
▲ 436.82%
12
Sell
Jun 22, 2024