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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #53,573 out of 832,231 TipRanks' Investors
Success Rate
72%
211 out of 294
profitable transactions
Average Return
34.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.21%
6-Month Return▲ 31.26%
12-Month Return▲ 54.78%
YTD Return▲ 57.59%
Total Return▲ 95.53%

Best Trade

Opened at
Closed at-
Gain▲ 412.69%

Bio

Performance

14.79%0-14.79%
▲ 11.64%
▲ 6.28%
▲ 14.79%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.99%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.58%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.81%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.97%
Nov 2025
▲ 2.00%
▲ 0.85%
▲ 2.60%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%▲ 14.79%
▲ 9.25%▲ 5.14%▲ 7.99%
▲ 7.60%▲ 2.30%▲ 6.49%
▲ 2.76%▲ 2.05%▲ 1.58%
▲ 12.88%▲ 3.56%▲ 10.43%
▲ 10.96%▲ 2.38%▲ 8.81%
▼ 3.44%▲ 0.19%▼ 2.97%
▲ 2.00%▲ 0.85%▲ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS Nasdaq 100 High Income ETF
0.35%
▲ 4.07%
2
Buy
Nov 28, 2025
Realty Income
0.36%
▲ 0.88%
2
Buy
Nov 28, 2025
Oracle
1.26%
▼ 8.67%
2
Buy
Nov 28, 2025
TransAlta
0.09%
▲ 0.51%
2
Buy
Nov 28, 2025
UiPath
0.11%
▲ 31.38%
2
Buy
Nov 28, 2025
Blue Owl Capital
0.1%
▲ 7.40%
1
Open
Nov 28, 2025
Enterprise Products Partners
0%
▼ 0.95%
1
Open
Nov 25, 2025
Hyperscale Data
0%
▼ 0.35%
1
Open
Nov 24, 2025
VanEck Rare Earth/Strategic Metals ETF
0%
▲ 4.04%
1
Open
Nov 17, 2025
Venture Global, Inc. Class A
0%
▼ 5.42%
4
Open
Nov 10, 2025
KKR & Co
0%
▲ 18.87%
1
Open
Nov 10, 2025
GFL Environmental
0%
▲ 1.85%
1
Open
Nov 03, 2025
Viking Therapeutics
▼ 11.18%
2
Close
Oct 23, 2025
Piedmont Lithium
▼ 43.00%
5
Close
Oct 09, 2025
Bitcoin
▲ 19.08%
14
Close
Oct 07, 2025
Penumbra
▲ 43.10%
3
Close
Oct 06, 2025
Advanced Micro Devices
28.05%
▲ 14.53%
2
Buy
Oct 06, 2025
Ciena
0.15%
▲ 102.51%
2
Buy
Oct 06, 2025
Monolithic Power
0.62%
▲ 19.28%
2
Buy
Oct 06, 2025
Green Thumb Industries
0.04%
▼ 1.75%
2
Buy
Oct 06, 2025