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New Portfolio - New Portfolio

Michelle

New Portfolio
Individual Investor
Ranked #33,359 out of 849,640 TipRanks' Investors
Success Rate
70%
46 out of 66
profitable transactions
Average Return
93.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.26%
6-Month Return▲ 7.36%
12-Month Return▲ 16.13%
YTD Return▲ 1.34%
Total Return▲ 75.41%

Best Trade

Opened at
Closed at-
Gain▲ 1272.57%

Bio

This is my don’t lose money portfolio.

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 4.32%
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
▲ 10.96%
▲ 2.38%
▲ 0.07%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.78%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 1.34%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 4.32%
▲ 7.60%▲ 2.30%▲ 1.40%
▲ 2.76%▲ 2.05%▲ 5.08%
▲ 12.88%▲ 3.56%▲ 1.30%
▲ 10.96%▲ 2.38%▲ 0.07%
▼ 3.58%▲ 0.19%▲ 0.74%
▼ 0.10%▲ 0.08%▼ 0.78%
▲ 3.05%▲ 1.43%▲ 1.34%

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
0.59%
▲ 10.08%
1
Open
Sep 03, 2025
Pfizer
1.15%
▼ 13.38%
3
Buy
Mar 12, 2021
Two Harbors
0.24%
▼ 1.26%
2
Buy
Mar 12, 2021
CareTrust REIT
0.85%
▲ 100.48%
1
Open
Mar 12, 2021
Global Medical REIT
0.32%
▼ 24.92%
1
Open
Mar 12, 2021
Cisco Systems
0.84%
▲ 95.26%
2
Buy
Jan 25, 2021
Meta Platforms
0.83%
▲ 121.68%
2
Buy
Jan 25, 2021
Amazon
1.07%
▲ 48.31%
2
Buy
Jan 25, 2021
Adobe
0.66%
▼ 38.65%
2
Buy
Jan 25, 2021
Apple
0.57%
▲ 97.90%
2
Buy
Jan 25, 2021
AT&T
0.26%
▲ 44.17%
2
Buy
Jan 25, 2021
Bank of America
0.3%
▲ 98.64%
2
Buy
Jan 25, 2021
Broadcom
3.94%
▲ 788.99%
2
Buy
Jan 25, 2021
Microsoft
2.06%
▲ 116.22%
2
Buy
Jan 25, 2021
Viatris
0.03%
▼ 8.68%
1
Open
Jan 25, 2021
Nvidia
3.34%
▲ 1,270.25%
2
Buy
Jan 25, 2021
Johnson & Johnson
0.98%
▲ 60.51%
2
Buy
Jan 25, 2021
Mastercard
0.73%
▲ 65.82%
2
Buy
Jan 25, 2021
Reaves Utility Income Fund
0.85%
▲ 66.27%
2
Buy
Jan 25, 2021