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New Portfolio - New Portfolio

Oren

New Portfolio
Individual Investor
Ranked #209,170 out of 849,613 TipRanks' Investors
Success Rate
58%
134 out of 230
profitable transactions
Average Return
22.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.60%
6-Month Return▲ 49.53%
12-Month Return▲ 60.25%
YTD Return▲ 4.56%
Total Return▲ 227.25%

Best Trade

Opened at
Closed at
Gain▲ 340.40%

Bio

Using SA and a paid advisory

Performance

19.60%0-19.60%
▲ 9.25%
▲ 5.14%
▲ 2.68%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.56%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.69%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.53%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 19.60%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.37%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 11.25%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 4.56%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.68%
▲ 7.60%▲ 2.30%▲ 1.56%
▲ 2.76%▲ 2.05%▲ 7.69%
▲ 12.88%▲ 3.56%▼ 1.53%
▲ 10.96%▲ 2.38%▲ 19.60%
▼ 3.58%▲ 0.19%▲ 2.37%
▼ 0.10%▲ 0.08%▲ 11.25%
▲ 3.05%▲ 1.43%▲ 4.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Copart
0%
▼ 0.70%
1
Open
Nov 15, 2025
Vir Biotechnology
▲ 13.69%
2
Close
Oct 03, 2025
JPMorgan Equity Premium Income ETF
4.63%
▲ 5.74%
3
Buy
Sep 19, 2025
Capital Southwest
1.8%
▲ 11.63%
3
Sell
Sep 19, 2025
iShares 0-3 Month Treasury Bond ETF
8.43%
▲ 1.52%
2
Sell
Sep 19, 2025
United Parcel
1.3%
▲ 27.18%
1
Open
Sep 19, 2025
PayPal Holdings
0.69%
▼ 4.27%
3
Open
Sep 11, 2025
UnitedHealth
7.06%
▲ 7.86%
3
Sell
Sep 11, 2025
Arch Capital Group
1.8%
▼ 0.50%
2
Buy
Sep 08, 2025
Lululemon Athletica
▼ 16.04%
2
Close
Sep 08, 2025
Halliburton
1.24%
▲ 50.56%
1
Open
Sep 08, 2025
Alphabet Class C
3.52%
▲ 86.51%
2
Sell
Sep 04, 2025
Salesforce
1.04%
▼ 8.84%
2
Buy
Sep 04, 2025
Bruker
2.65%
▲ 52.82%
2
Buy
Sep 04, 2025
iShares Silver Trust
5.56%
▲ 146.94%
2
Sell
Sep 01, 2025
Ethereum
34.22%
▼ 25.65%
1
Open
Sep 01, 2025
Berkshire Hathaway B
6.76%
▲ 101.20%
7
Buy
Aug 31, 2025
Alibaba
▼ 2.77%
10
Close
Aug 31, 2025
Bank of America
▲ 10.01%
8
Close
Aug 31, 2025
Nvidia
▲ 16.35%
4
Close
Aug 31, 2025