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New Portfolio - New Portfolio

Joshua Bauman

New Portfolio
Individual Investor
Ranked #2,582 out of 848,813 TipRanks' Investors
Success Rate
86%
65 out of 76
profitable transactions
Average Return
176.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.15%
6-Month Return▲ 8.00%
12-Month Return▲ 21.70%
YTD Return▲ 3.87%
Total Return▲ 322.30%

Best Trade

Opened at
Closed at
Gain▲ 1854.97%

Bio

Long term investing in an ever changing unstable world!

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.28%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.87%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.08%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.54%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.89%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.11%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 3.87%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.28%
▲ 7.60%▲ 2.30%▼ 2.87%
▲ 2.76%▲ 2.05%▲ 7.08%
▲ 12.88%▲ 3.56%▲ 0.88%
▲ 10.96%▲ 2.38%▼ 1.54%
▼ 3.58%▲ 0.19%▲ 0.89%
▼ 0.10%▲ 0.08%▲ 0.11%
▲ 3.61%▲ 1.24%▲ 3.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Owl Capital
0%
▼ 0.16%
1
Open
Dec 18, 2025
TotalEnergies
▲ 96.60%
5
Close
Aug 12, 2025
Alphabet Class A
▲ 120.22%
4
Close
Mar 24, 2024
Marriott International
▲ 243.09%
3
Close
Mar 15, 2024
Toll Brothers
▲ 152.99%
6
Close
Mar 15, 2024
Advanced Micro Devices
▲ 128.32%
2
Close
Mar 15, 2024
American Express
▲ 25.59%
2
Close
Mar 15, 2024
Royal Caribbean
▲ 232.17%
9
Close
Feb 22, 2024
Ovintiv
▲ 1,777.88%
5
Close
Dec 16, 2023
Mercadolibre
▲ 37.78%
2
Close
Dec 16, 2023
Apple
▲ 29.83%
2
Close
Dec 16, 2023
Bristol-Myers Squibb
0%
▼ 12.28%
1
Open
Feb 04, 2023
Medtronic
0%
▲ 27.75%
1
Open
Feb 04, 2023
GE Healthcare Technologies Inc
2.56%
▲ 41.71%
1
Open
Jan 04, 2023
Energy Transfer
15.1%
▲ 366.95%
4
Buy
Nov 24, 2022
Starwood Property
9.73%
▲ 120.59%
4
Buy
Nov 24, 2022
Realty Income
13.33%
▲ 55.25%
4
Buy
Nov 24, 2022
Wells Fargo
▲ 79.55%
4
Close
Nov 24, 2022
GE Aerospace
28.95%
▲ 642.06%
3
Buy
Nov 24, 2022
Stoneco
3.98%
▼ 15.26%
3
Buy
Nov 24, 2022