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New Portfolio - New Portfolio

Oren

New Portfolio
Individual Investor
Ranked #188,675 out of 858,746 TipRanks' Investors
Success Rate
59%
135 out of 230
profitable transactions
Average Return
22.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.30%
6-Month Return▲ 8.49%
12-Month Return▲ 31.79%
YTD Return▼ 19.05%
Total Return▲ 153.62%

Best Trade

Opened at
Closed at
Gain▲ 340.40%

Bio

Using SA and a paid advisory

Performance

19.60%0-19.60%
▲ 12.88%
▲ 3.56%
▼ 1.53%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 19.60%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.43%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 11.30%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 11.03%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 9.26%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 4.95%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 5.50%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.53%
▲ 10.96%▲ 2.38%▲ 19.60%
▼ 3.68%▲ 0.19%▲ 2.43%
▼ 0.10%▲ 0.08%▲ 11.30%
▲ 4.06%▲ 1.47%▼ 11.03%
▼ 1.10%▼ 0.86%▼ 9.26%
▲ 1.22%▼ 4.94%▼ 4.95%
▲ 5.30%▲ 3.95%▲ 5.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Copart
0%
▼ 19.74%
1
Open
Nov 15, 2025
Vir Biotechnology
▲ 13.69%
2
Close
Oct 03, 2025
JPMorgan Equity Premium Income ETF
5.18%
▲ 7.11%
3
Buy
Sep 19, 2025
Capital Southwest
1.97%
▲ 9.68%
3
Sell
Sep 19, 2025
iShares 0-3 Month Treasury Bond ETF
9.55%
▲ 2.29%
2
Sell
Sep 19, 2025
United Parcel
1.39%
▲ 23.27%
1
Open
Sep 19, 2025
PayPal Holdings
0.63%
▼ 12.40%
3
Open
Sep 11, 2025
UnitedHealth
7.41%
▲ 0.47%
3
Sell
Sep 11, 2025
Arch Capital Group
2.22%
▲ 8.22%
2
Buy
Sep 08, 2025
Lululemon Athletica
▼ 16.04%
2
Close
Sep 08, 2025
Halliburton
1.63%
▲ 75.59%
1
Open
Sep 08, 2025
Alphabet Class C
3.81%
▲ 77.83%
2
Sell
Sep 04, 2025
Salesforce
0.91%
▼ 29.21%
2
Buy
Sep 04, 2025
Bruker
2.38%
▲ 20.97%
2
Buy
Sep 04, 2025
iShares Silver Trust
5.25%
▲ 105.64%
2
Sell
Sep 01, 2025
Ethereum
27.04%
▼ 48.22%
1
Open
Sep 01, 2025
Berkshire Hathaway B
7.46%
▲ 95.67%
7
Buy
Aug 31, 2025
Alibaba
▼ 2.77%
10
Close
Aug 31, 2025
Bank of America
▲ 10.01%
8
Close
Aug 31, 2025
Nvidia
▲ 16.34%
4
Close
Aug 31, 2025