tiprankstipranks

New Portfolio - New Portfolio

Joshua Bauman

New Portfolio
Individual Investor
Ranked #2,413 out of 858,896 TipRanks' Investors
Success Rate
85%
66 out of 78
profitable transactions
Average Return
176.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.25%
6-Month Return▲ 8.94%
12-Month Return▲ 28.40%
YTD Return▲ 4.60%
Total Return▲ 327.08%

Best Trade

Opened at
Closed at
Gain▲ 1854.45%

Bio

Long term investing in an ever changing unstable world!

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.88%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 4.99%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.80%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.54%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.88%
▲ 10.96%▲ 2.38%▼ 1.54%
▼ 3.68%▲ 0.19%▲ 0.79%
▼ 0.10%▲ 0.08%▲ 0.64%
▲ 4.06%▲ 1.47%▲ 5.38%
▼ 1.12%▼ 0.86%▲ 4.99%
▲ 0.60%▼ 4.94%▼ 7.80%
▲ 4.89%▲ 4.48%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
0%
▼ 17.53%
1
Open
Mar 25, 2026
Crispr Therapeutics AG
0%
▲ 8.77%
1
Open
Mar 25, 2026
Blue Owl Capital
0%
▼ 8.75%
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
▲ 1,777.40%
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%
▼ 8.89%
1
Open
Feb 04, 2023
Medtronic
0%
▲ 13.75%
1
Open
Feb 04, 2023
GE Healthcare Technologies Inc
2.16%
▲ 21.63%
1
Open
Jan 04, 2023
Energy Transfer
16.35%
▲ 421.74%
4
Buy
Nov 24, 2022
Starwood Property
9.36%
▲ 126.85%
4
Buy
Nov 24, 2022
Realty Income
13.91%
▲ 67.04%
4
Buy
Nov 24, 2022
Wells Fargo
▲ 79.55%
4
Close
Nov 24, 2022