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New Portfolio - New Portfolio

Oren

New Portfolio
Individual Investor
Ranked #173,477 out of 816,888 TipRanks' Investors
Success Rate
59%
131 out of 224
profitable transactions
Average Return
21.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.75%
6-Month Return▲ 10.03%
12-Month Return▲ 26.69%
YTD Return▲ 17.68%
Total Return▲ 133.01%

Best Trade

Opened at
Closed at
Gain▲ 340.40%

Bio

Using SA and a paid advisory

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 4.45%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.40%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.70%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.14%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.68%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.56%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.69%
Aug 2025
▲ 1.52%
▲ 0.34%
▼ 0.14%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 4.45%
▼ 1.80%▼ 5.57%▼ 2.40%
▲ 1.84%▼ 0.87%▼ 5.70%
▲ 12.20%▲ 6.28%▲ 4.14%
▲ 6.24%▲ 5.14%▲ 2.68%
▲ 27.87%▲ 2.30%▲ 1.56%
▲ 4.87%▲ 2.05%▲ 7.69%
▲ 1.52%▲ 0.34%▼ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
2.43%
▲ 32.57%
2
Sell
Sep 04, 2025
Salesforce
1.11%
▲ 0.97%
2
Buy
Sep 04, 2025
Bruker
1.64%
▼ 1.87%
2
Buy
Sep 04, 2025
iShares Silver Trust
2.47%
▲ 13.41%
2
Sell
Sep 01, 2025
Ethereum
44.37%
▼ 0.48%
1
Open
Sep 01, 2025
Berkshire Hathaway B
6.64%
▲ 103.84%
7
Buy
Aug 31, 2025
Alibaba
▼ 2.77%
10
Close
Aug 31, 2025
Bank of America
▲ 10.01%
8
Close
Aug 31, 2025
Nvidia
▲ 15.26%
4
Close
Aug 31, 2025
UnitedHealth
6.98%
▲ 1.62%
2
Buy
Aug 31, 2025
Vanguard Information Technology ETF
▲ 4.00%
2
Close
Aug 31, 2025
JPMorgan Equity Premium Income ETF
3.35%
▲ 1.88%
2
Sell
Aug 31, 2025
Capital Southwest
3.39%
▲ 3.33%
2
Buy
Aug 31, 2025
Health Care Select Sector SPDR Fund
1.22%
▲ 0.25%
1
Open
Aug 31, 2025
Everest Group
2.51%
▲ 0.03%
1
Open
Aug 31, 2025
iShares 0-3 Month Treasury Bond ETF
10.38%
▲ 0.06%
1
Open
Aug 31, 2025
Arch Capital Group
1.48%
▼ 0.03%
1
Open
Aug 31, 2025
Merck & Company
1.38%
▼ 0.90%
1
Open
Aug 31, 2025
Lululemon Athletica
0.74%
▼ 16.19%
1
Open
Aug 31, 2025
Ares Capital
▲ 3.37%
2
Close
Jul 27, 2025