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New Portfolio - New Portfolio

Michelle

New Portfolio
Individual Investor
Ranked #42,243 out of 824,088 TipRanks' Investors
Success Rate
62%
41 out of 66
profitable transactions
Average Return
91.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.23%
6-Month Return▲ 34.92%
12-Month Return▲ 15.94%
YTD Return▲ 13.66%
Total Return▲ 70.33%

Best Trade

Opened at
Closed at-
Gain▲ 1250.28%

Bio

This is my don’t lose money portfolio.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.09%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.64%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 12.06%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.35%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.08%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.30%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 1.20%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.09%
▲ 0.80%▼ 0.87%▼ 2.64%
▲ 11.63%▲ 6.28%▲ 12.06%
▲ 9.25%▲ 5.14%▲ 4.35%
▲ 7.60%▲ 2.30%▲ 1.40%
▲ 2.76%▲ 2.05%▲ 5.08%
▲ 12.88%▲ 3.56%▲ 1.30%
▲ 4.43%▼ 0.27%▼ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pacific Premier Bancorp
▼ 5.82%
3
Close
Sep 03, 2025
Columbia Banking System
0.51%
▼ 8.61%
1
Open
Sep 03, 2025
Pfizer
1.13%
▼ 18.66%
3
Buy
Mar 12, 2021
Two Harbors
0.17%
▼ 34.80%
2
Buy
Mar 12, 2021
CareTrust REIT
0.79%
▲ 83.70%
1
Open
Mar 12, 2021
Global Medical REIT
0.29%
▼ 34.98%
1
Open
Mar 12, 2021
Cisco Systems
0.81%
▲ 81.15%
2
Buy
Jan 25, 2021
Meta Platforms
0.99%
▲ 156.03%
2
Buy
Jan 25, 2021
Amazon
0.98%
▲ 32.14%
2
Buy
Jan 25, 2021
Adobe
0.77%
▼ 30.95%
2
Buy
Jan 25, 2021
Apple
0.58%
▲ 95.20%
2
Buy
Jan 25, 2021
AT&T
0.3%
▲ 59.79%
2
Buy
Jan 25, 2021
Bank of America
0.29%
▲ 91.31%
2
Buy
Jan 25, 2021
Broadcom
4.01%
▲ 781.29%
2
Buy
Jan 25, 2021
Microsoft
2.36%
▲ 141.03%
2
Buy
Jan 25, 2021
Viatris
0.03%
▼ 28.62%
1
Open
Jan 25, 2021
Nvidia
3.37%
▲ 1,248.00%
2
Buy
Jan 25, 2021
Johnson & Johnson
0.89%
▲ 40.94%
2
Buy
Jan 25, 2021
Mastercard
0.77%
▲ 72.17%
2
Buy
Jan 25, 2021
Reaves Utility Income Fund
0.92%
▲ 74.25%
2
Buy
Jan 25, 2021