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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #234,427 out of 859,299 TipRanks' Investors
Success Rate
63%
130 out of 205
profitable transactions
Average Return
9.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.43%
6-Month Return▲ 13.07%
12-Month Return▲ 52.44%
YTD Return▲ 12.56%
Total Return▲ 18.37%

Best Trade

Opened at
Closed at-
Gain▲ 306.67%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.59%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.42%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.41%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.80%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.44%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.17%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.04%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 5.83%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.59%
▲ 10.96%▲ 2.38%▲ 0.42%
▼ 3.68%▲ 0.19%▼ 0.41%
▼ 0.10%▲ 0.08%▲ 0.80%
▲ 4.06%▲ 1.47%▲ 8.44%
▼ 1.12%▼ 0.86%▲ 1.17%
▲ 0.60%▼ 4.94%▼ 3.04%
▲ 12.62%▲ 7.63%▲ 5.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Virgin Money UK PLC Shs Chess Depository
▲ 7.37%
7
Close
Oct 04, 2024
AIC Mines Limited
▼ 29.70%
2
Close
Jul 21, 2024
Bendigo & Adelaide Bank
4.97%
▲ 4.26%
1
Open
Jul 21, 2024
Blackstone Secured Lending Fund
▲ 26.41%
4
Close
Jul 20, 2024
Goldman Sachs BDC
▲ 9.92%
5
Close
Jul 20, 2024
Ares Commercial
3.19%
▼ 29.56%
2
Sell
Jul 20, 2024
CareCloud
▼ 28.76%
2
Close
Jul 20, 2024
Goldman Sachs Small Cap Growth Fund Class A
▲ 5.60%
2
Close
Jul 20, 2024
Coppermoly Limited
0.00%
2
Close
Jul 16, 2024
Golub Capital Bdc
▼ 0.71%
4
Close
Jul 15, 2024
Shape Australia Corporation Limited
2.91%
▲ 260.83%
2
Buy
Jul 15, 2024
Cool Company Ltd
▼ 2.82%
2
Close
Jul 15, 2024
Bellevue Gold Limited
▲ 11.56%
2
Close
Jul 15, 2024
Bisalloy Steel Group Ltd
6.04%
▲ 29.25%
2
Buy
Jul 15, 2024
Graincorp Limited Class A
5.76%
▼ 16.41%
2
Buy
Jul 15, 2024
Red Hill Iron Limited
2.15%
▲ 0.26%
2
Buy
Jul 15, 2024
United Micro
▼ 2.74%
2
Close
Jul 15, 2024
Bank of China
▲ 7.92%
2
Close
Jul 15, 2024
Barings BDC
▲ 8.60%
7
Close
Jul 14, 2024
Dynex Capital
▲ 20.59%
3
Close
Jul 14, 2024