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New Portfolio - New Portfolio

Joshua Bauman

New Portfolio
Individual Investor
Ranked #4,796 out of 863,492 TipRanks' Investors
Success Rate
83%
65 out of 78
profitable transactions
Average Return
174.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.76%
6-Month Return▲ 9.44%
12-Month Return▲ 17.40%
YTD Return▲ 4.45%
Total Return▲ 328.43%

Best Trade

Opened at
Closed at
Gain▲ 1854.45%

Bio

Long term investing in an ever changing unstable world!

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 1.54%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.79%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.64%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.38%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 5.10%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 7.51%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 2.16%
Apr 2026
▲ 9.61%
▲ 3.35%
▼ 0.19%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 1.54%
▼ 3.68%▲ 0.19%▲ 0.79%
▼ 0.10%▲ 0.08%▲ 0.64%
▲ 4.06%▲ 1.47%▲ 5.38%
▼ 1.26%▼ 0.86%▲ 5.10%
▼ 0.25%▼ 4.94%▼ 7.51%
▲ 16.06%▲ 10.51%▲ 2.16%
▲ 9.61%▲ 3.35%▼ 0.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
▲ 10.16%
3
Close
May 10, 2026
Kraft Heinz
▼ 11.25%
3
Close
May 10, 2026
VF
▼ 40.32%
2
Close
May 10, 2026
Verizon
▲ 53.35%
2
Close
May 10, 2026
Bristol-Myers Squibb
▼ 13.48%
2
Close
May 10, 2026
Medtronic
▼ 2.77%
2
Close
May 10, 2026
Blue Owl Capital
▼ 6.65%
2
Close
May 10, 2026
Intuit
▼ 7.58%
2
Close
May 10, 2026
Crispr Therapeutics AG
0%
▲ 5.97%
1
Open
Mar 25, 2026
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
▲ 1,777.40%
5
Close
Dec 16, 2023
Mercadolibre
▲ 37.78%
2
Close
Dec 16, 2023
Apple
▲ 29.83%
2
Close
Dec 16, 2023
GE Healthcare Technologies Inc
2.54%
▲ 6.92%
1
Open
Jan 04, 2023