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New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #33,519 out of 808,802 TipRanks' Investors
Success Rate
69%
108 out of 157
profitable transactions
Average Return
46.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.63%
6-Month Return▲ 8.22%
12-Month Return▲ 23.63%
YTD Return▲ 10.00%
Total Return▲ 330.79%

Best Trade

Opened at
Closed at-
Gain▲ 884.24%

Bio

NA

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 1.33%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.23%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.93%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.16%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.31%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.58%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.33%
▲ 6.03%▲ 2.69%▲ 0.74%
▼ 12.86%▼ 1.27%▼ 2.01%
▼ 1.80%▼ 5.57%▼ 8.23%
▲ 1.84%▼ 0.87%▲ 2.93%
▲ 12.20%▲ 6.28%▲ 7.16%
▲ 6.24%▲ 5.14%▲ 7.31%
▲ 14.83%▲ 1.65%▲ 2.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.65%
▲ 44.29%
4
Open
Jun 28, 2025
Spotify
1.35%
▼ 6.05%
1
Open
Jun 28, 2025
Equinix
0.97%
▼ 2.50%
1
Open
Jun 28, 2025
Realty Income
0.53%
▼ 1.71%
1
Open
Jun 28, 2025
Roblox
0%
▲ 26.09%
2
Sell
Jun 15, 2025
Palo Alto Networks
0.92%
▲ 46.61%
9
Buy
Jun 15, 2025
Costco
5.43%
▲ 17.81%
2
Buy
Jun 15, 2025
Eaton
0%
▲ 26.23%
4
Sell
Jun 15, 2025
Broadcom
5.37%
▲ 60.56%
5
Sell
Jun 15, 2025
Fair Isaac
3.34%
▼ 15.93%
1
Open
Jun 15, 2025
Meta Platforms
0.88%
▼ 0.10%
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
0.5%
▲ 31.59%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 16.71%
3
Sell
Jun 23, 2024
Nvidia
31.07%
▲ 412.05%
12
Sell
Jun 22, 2024