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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #112,397 out of 815,638 TipRanks' Investors
Success Rate
75%
12 out of 16
profitable transactions
Average Return
83.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.39%
6-Month Return▲ 19.28%
12-Month Return▲ 40.91%
YTD Return▲ 18.11%
Total Return▲ 146.31%

Best Trade

Opened at
Closed at-
Gain▲ 490.89%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▼ 0.60%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.37%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.70%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.22%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.41%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.26%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 3.30%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 2.64%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 0.60%
▼ 12.86%▼ 1.27%▼ 0.37%
▼ 1.80%▼ 5.57%▼ 2.70%
▲ 1.84%▼ 0.87%▲ 3.22%
▲ 12.20%▲ 6.28%▲ 6.41%
▲ 6.24%▲ 5.14%▲ 5.26%
▲ 27.88%▲ 2.30%▲ 3.30%
▲ 6.52%▲ 2.30%▲ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zillow Group Class C
▲ 76.23%
2
Close
Mar 01, 2025
Microsoft
0%
▲ 30.89%
1
Open
Mar 01, 2025
SPDR S&P 500 ETF Trust
0%
▲ 11.43%
1
Open
Mar 01, 2025
Nvidia
0%
▲ 59.24%
1
Open
Mar 01, 2025
Strategy
0%
▲ 36.32%
1
Open
Mar 01, 2025
Exxon Mobil
0%
▲ 6.58%
1
Open
Mar 01, 2025
Tesla
0%
▲ 22.82%
1
Open
Mar 01, 2025
Walt Disney
▼ 46.14%
2
Close
Mar 02, 2023
GE Aerospace
▲ 19.64%
3
Close
Mar 20, 2021
Micron
▲ 136.73%
3
Close
Mar 20, 2021
Tilray
▼ 22.38%
2
Close
Mar 20, 2021
Solaris Energy Infrastructure
▼ 7.45%
2
Close
Mar 20, 2021
Apple
100%
▲ 424.74%
2
Buy
Aug 30, 2019