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New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #29,094 out of 818,587 TipRanks' Investors
Success Rate
72%
113 out of 157
profitable transactions
Average Return
51.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.50%
6-Month Return▲ 27.03%
12-Month Return▲ 35.04%
YTD Return▲ 17.02%
Total Return▲ 358.25%

Best Trade

Opened at
Closed at-
Gain▲ 894.99%

Bio

NA

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 2.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.23%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.00%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.17%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.31%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.39%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 3.95%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 2.01%
▼ 1.80%▼ 5.57%▼ 8.23%
▲ 1.84%▼ 0.87%▲ 3.00%
▲ 12.20%▲ 6.28%▲ 7.17%
▲ 6.24%▲ 5.14%▲ 7.31%
▲ 27.91%▲ 2.30%▲ 1.46%
▲ 4.87%▲ 2.05%▲ 3.39%
▲ 8.78%▲ 2.32%▲ 3.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.83%
▲ 48.24%
4
Open
Jun 28, 2025
Spotify
1.27%
▼ 8.25%
1
Open
Jun 28, 2025
Equinix
0.94%
▼ 1.43%
1
Open
Jun 28, 2025
Realty Income
0.54%
▲ 5.59%
1
Open
Jun 28, 2025
Roblox
0%
▲ 40.20%
2
Sell
Jun 15, 2025
Palo Alto Networks
0.91%
▲ 50.39%
9
Buy
Jun 15, 2025
Costco
5.22%
▲ 17.83%
2
Buy
Jun 15, 2025
Eaton
0%
▲ 23.43%
4
Sell
Jun 15, 2025
Broadcom
6.49%
▲ 101.79%
5
Sell
Jun 15, 2025
Fair Isaac
3.27%
▼ 14.38%
1
Open
Jun 15, 2025
Meta Platforms
0.94%
▲ 10.95%
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
0.47%
▲ 30.09%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 24.65%
3
Sell
Jun 23, 2024
Nvidia
30.23%
▲ 417.64%
12
Sell
Jun 22, 2024