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My First Pfli - New Portfolio

Yair D

My First Pfli
Individual Investor
Ranked #526,269 out of 824,216 TipRanks' Investors
Success Rate
42%
64 out of 154
profitable transactions
Average Return
0.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.49%
6-Month Return▲ 10.20%
12-Month Return▼ 0.60%
YTD Return▲ 5.63%
Total Return▼ 4.53%

Best Trade

Opened at
Closed at
Gain▲ 370.83%

Bio

Looking into the future

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.61%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.13%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 12.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 11.71%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.65%
Sep 2025
▲ 4.43%
▲ 0.77%
▼ 0.46%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.61%
▲ 0.80%▼ 0.87%▲ 3.13%
▲ 11.63%▲ 6.28%▲ 1.69%
▲ 9.25%▲ 5.14%▲ 12.73%
▲ 7.60%▲ 2.30%▲ 2.72%
▲ 2.76%▲ 2.05%▼ 11.71%
▲ 12.88%▲ 3.56%▲ 0.65%
▲ 4.43%▲ 0.77%▼ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
5.59%
▼ 1.99%
4
Buy
Oct 12, 2025
Nvidia
2.96%
▲ 6.57%
3
Buy
Oct 12, 2025
Meta Platforms
11.89%
▼ 0.39%
2
Buy
Oct 12, 2025
WesBanco
0.51%
▼ 2.36%
2
Buy
Oct 12, 2025
Datadog
1.27%
▲ 4.43%
2
Buy
Oct 12, 2025
Futu Holdings
2.72%
▲ 2.20%
2
Buy
Oct 12, 2025
Microsoft
4.19%
▲ 1.01%
2
Buy
Oct 12, 2025
Alphabet Class A
4.16%
▲ 4.73%
2
Buy
Oct 12, 2025
SharkNinja, Inc.
7.53%
▲ 4.05%
1
Open
Oct 12, 2025
Defiance Quantum ETF
0%
▼ 1.04%
1
Open
Oct 09, 2025
Energix
0%
▲ 5.42%
1
Open
Oct 04, 2025
UnitedHealth
59.16%
▲ 7.47%
3
Open
Oct 03, 2025
DoorDash
▲ 2.06%
2
Close
Oct 03, 2025
Electronic Arts
▲ 15.29%
2
Close
Oct 03, 2025
Generac Holdings
▼ 0.66%
2
Close
Oct 03, 2025
Sea
0%
▼ 8.96%
1
Open
Oct 01, 2025
Mercadolibre
0%
▼ 3.44%
1
Open
Oct 01, 2025
BitMine Immersion Technologies
0%
▲ 1.09%
1
Open
Sep 29, 2025
HSBC Holdings
0%
▼ 4.73%
1
Open
Sep 25, 2025
Advanced Micro Devices
▲ 24.60%
4
Close
Sep 23, 2025