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Smart Portfolio - New Portfolio

Willy Morel

Smart Portfolio
Individual Investor
Ranked #538,796 out of 808,802 TipRanks' Investors
Success Rate
48%
285 out of 591
profitable transactions
Average Return
-2.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.24%
6-Month Return▲ 9.89%
12-Month Return▲ 68.77%
YTD Return▲ 11.91%
Total Return▼ 1.52%

Best Trade

Opened at
Closed at-
Gain▲ 757.97%

Bio

I started investing at an early age and believe that patience and persistence are the keys to success. As an entrepreneur, I plan to continue in the investment field for some time.

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 7.45%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.02%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.02%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.66%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.65%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.26%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.45%
▲ 6.03%▲ 2.69%▲ 6.98%
▼ 12.86%▼ 1.27%▼ 3.02%
▼ 1.80%▼ 5.57%▼ 9.64%
▲ 1.84%▼ 0.87%▼ 1.02%
▲ 12.20%▲ 6.28%▲ 11.66%
▲ 6.24%▲ 5.14%▲ 6.65%
▲ 14.83%▲ 1.65%▲ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
8.42%
▼ 4.98%
1
Open
Mar 17, 2025
Meta Platforms
80.57%
▲ 20.19%
3
Open
Mar 02, 2025
Novavax
▼ 19.54%
20
Close
Mar 02, 2025
Apple
▲ 0.66%
6
Close
Mar 02, 2025
Tesla
▲ 2.94%
8
Close
Feb 20, 2025
Amazon
5.14%
▲ 1.09%
12
Open
Feb 07, 2025
Alphabet Class C
0.42%
▼ 4.46%
1
Open
Jan 26, 2025
Children's Place
▼ 3.24%
4
Close
Jan 21, 2025
Aurinia Pharmaceuticals
▲ 17.16%
4
Close
Jan 12, 2025
Victoria's Secret
▲ 14.29%
9
Close
Jan 12, 2025
Nio
▼ 1.67%
9
Close
Jul 14, 2024
AMC Entertainment
▲ 43.28%
2
Close
Jul 14, 2024
Li Auto
▲ 23.46%
4
Close
Mar 28, 2024
Magnite
▼ 11.97%
6
Close
Mar 28, 2024
Petco Health and Wellness Company
▼ 6.55%
4
Close
Mar 27, 2024
Alibaba
▼ 8.55%
6
Close
Mar 15, 2024
Marathon Digital Holdings
▼ 0.33%
3
Close
Mar 15, 2024
Vale SA
▼ 15.64%
4
Close
Mar 15, 2024
Solo Brands
▼ 27.05%
3
Close
Mar 15, 2024
Rivian Automotive
▼ 31.17%
2
Close
Mar 15, 2024