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New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #30,044 out of 815,638 TipRanks' Investors
Success Rate
71%
111 out of 157
profitable transactions
Average Return
50.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.78%
6-Month Return▲ 14.09%
12-Month Return▲ 28.24%
YTD Return▲ 12.63%
Total Return▲ 341.08%

Best Trade

Opened at
Closed at-
Gain▲ 933.17%

Bio

NA

Performance

27.88%0-27.88%
▲ 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%
▲ 3.01%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.17%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.31%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 3.44%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 0.74%
▼ 12.86%▼ 1.27%▼ 2.01%
▼ 1.80%▼ 5.57%▼ 8.23%
▲ 1.84%▼ 0.87%▲ 3.01%
▲ 12.20%▲ 6.28%▲ 7.17%
▲ 6.24%▲ 5.14%▲ 7.31%
▲ 27.88%▲ 2.30%▲ 1.46%
▲ 6.60%▲ 2.07%▲ 3.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.74%
▲ 46.35%
4
Open
Jun 28, 2025
Spotify
1.26%
▼ 9.69%
1
Open
Jun 28, 2025
Equinix
0.96%
▼ 0.01%
1
Open
Jun 28, 2025
Realty Income
0.53%
▲ 2.60%
1
Open
Jun 28, 2025
Roblox
0%
▲ 26.64%
2
Sell
Jun 15, 2025
Palo Alto Networks
0.86%
▲ 40.14%
9
Buy
Jun 15, 2025
Costco
5.26%
▲ 17.52%
2
Buy
Jun 15, 2025
Eaton
0%
▲ 16.85%
4
Sell
Jun 15, 2025
Broadcom
5.48%
▲ 68.30%
5
Sell
Jun 15, 2025
Fair Isaac
3.02%
▼ 21.77%
1
Open
Jun 15, 2025
Meta Platforms
0.91%
▲ 6.45%
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
0.48%
▲ 30.11%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 23.04%
3
Sell
Jun 23, 2024
Nvidia
31.77%
▲ 437.50%
12
Sell
Jun 22, 2024