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New Portfolio - New Portfolio
Oren
New PortfolioIndividual Investor
Ranked #191,802 out of 821,028 TipRanks' Investors
Success Rate
135 out of 229
profitable transactions
profitable transactions
Average Return
21.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.51%
6-Month Return▲ 13.98%
12-Month Return▲ 14.71%
YTD Return▲ 16.99%
Total Return▲ 131.65%
Best Trade
Bio
Using SA and a paid advisory
Performance
22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 2.40%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 5.70%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 4.14%
May 2025
▲ 2.59%
▲ 5.14%
▲ 2.68%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 1.56%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 7.69%
Aug 2025
▲ 6.01%
▲ 3.56%
▼ 1.53%
Sep 2025
▲ 1.44%
▲ 0.34%
▲ 0.82%
Oct 2025
▼ 15.60%▼ 5.57%▼ 2.40%
▼ 3.50%▼ 0.87%▼ 5.70%
▲ 7.77%▲ 6.28%▲ 4.14%
▲ 2.59%▲ 5.14%▲ 2.68%
▲ 22.60%▲ 2.30%▲ 1.56%
▼ 1.95%▲ 2.05%▲ 7.69%
▲ 6.01%▲ 3.56%▼ 1.53%
▲ 1.44%▲ 0.34%▲ 0.82%
Recent Activity
JPMorgan Equity Premium Income ETF
4.2%
▲ 1.64%
3
Buy
Sep 19, 2025
Capital Southwest
1.54%
▼ 1.63%
3
Sell
Sep 19, 2025
iShares 0-3 Month Treasury Bond ETF
7.85%
▲ 0.34%
2
Sell
Sep 19, 2025
United Parcel
0.96%
▲ 0.38%
1
Open
Sep 19, 2025
PayPal Holdings
0.76%
▲ 2.89%
3
Open
Sep 11, 2025
UnitedHealth
6.93%
▲ 12.73%
3
Sell
Sep 11, 2025
Arch Capital Group
1.67%
▼ 0.88%
2
Buy
Sep 08, 2025
Lululemon Athletica
―
▼ 16.04%
2
Close
Sep 08, 2025
Halliburton
0.88%
▲ 14.38%
1
Open
Sep 08, 2025
Alphabet Class C
2.44%
▲ 38.54%
2
Sell
Sep 04, 2025
Salesforce
1%
▼ 5.55%
2
Buy
Sep 04, 2025
Bruker
1.78%
▲ 9.53%
2
Buy
Sep 04, 2025
iShares Silver Trust
2.74%
▲ 30.78%
2
Sell
Sep 01, 2025
Ethereum
43.63%
▲ 1.65%
1
Open
Sep 01, 2025
Berkshire Hathaway B
6.37%
▲ 103.20%
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
Vanguard Information Technology ETF
―
▲ 5.09%
2
Close
Aug 31, 2025
Health Care Select Sector SPDR Fund
1.22%
▲ 4.87%
1
Open
Aug 31, 2025