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New Portfolio - New Portfolio

Oren

New Portfolio
Individual Investor
Ranked #184,150 out of 834,054 TipRanks' Investors
Success Rate
60%
137 out of 230
profitable transactions
Average Return
22.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.69%
6-Month Return▲ 42.10%
12-Month Return▲ 53.95%
YTD Return▲ 53.58%
Total Return▲ 204.08%

Best Trade

Opened at
Closed at
Gain▲ 340.40%

Bio

Using SA and a paid advisory

Performance

19.60%0-19.60%
▲ 11.63%
▲ 6.28%
▲ 4.14%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 2.37%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 8.09%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.14%
▲ 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%
▼ 3.57%▲ 0.19%▲ 2.37%
▲ 1.55%▲ 1.31%▲ 8.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Copart
0%
▼ 4.91%
1
Open
Nov 15, 2025
Vir Biotechnology
▲ 13.69%
2
Close
Oct 03, 2025
JPMorgan Equity Premium Income ETF
4.81%
▲ 5.04%
3
Buy
Sep 19, 2025
Capital Southwest
1.75%
▲ 2.53%
3
Sell
Sep 19, 2025
iShares 0-3 Month Treasury Bond ETF
8.79%
▲ 1.29%
2
Sell
Sep 19, 2025
United Parcel
1.28%
▲ 19.61%
1
Open
Sep 19, 2025
PayPal Holdings
0.76%
▼ 1.98%
3
Open
Sep 11, 2025
UnitedHealth
7.4%
▲ 8.12%
3
Sell
Sep 11, 2025
Arch Capital Group
1.99%
▲ 5.23%
2
Buy
Sep 08, 2025
Lululemon Athletica
▼ 16.04%
2
Close
Sep 08, 2025
Halliburton
1.11%
▲ 29.25%
1
Open
Sep 08, 2025
Alphabet Class C
3.51%
▲ 77.83%
2
Sell
Sep 04, 2025
Salesforce
1.27%
▲ 6.80%
2
Buy
Sep 04, 2025
Bruker
2.75%
▲ 51.62%
2
Buy
Sep 04, 2025
iShares Silver Trust
5.1%
▲ 116.76%
2
Sell
Sep 01, 2025
Ethereum
32.8%
▼ 31.83%
1
Open
Sep 01, 2025
Berkshire Hathaway B
7.15%
▲ 103.24%
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