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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #73,533 out of 818,742 TipRanks' Investors
Success Rate
68%
185 out of 271
profitable transactions
Average Return
29.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.82%
6-Month Return▲ 46.86%
12-Month Return▲ 63.04%
YTD Return▲ 40.53%
Total Return▲ 74.50%

Best Trade

Opened at
Closed at-
Gain▲ 374.32%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 9.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.81%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.79%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.99%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 6.49%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.58%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 6.73%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 9.38%
▼ 1.80%▼ 5.57%▼ 2.81%
▲ 1.84%▼ 0.87%▲ 6.52%
▲ 12.20%▲ 6.28%▲ 14.79%
▲ 6.24%▲ 5.14%▲ 7.99%
▲ 27.91%▲ 2.30%▲ 6.49%
▲ 4.87%▲ 2.05%▲ 1.58%
▲ 8.21%▲ 2.19%▲ 6.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
S&P Global
0%
▼ 0.79%
1
Open
Aug 29, 2025
Zscaler
▲ 45.15%
3
Close
Aug 28, 2025
Nvidia
8.01%
▲ 36.81%
4
Buy
Aug 28, 2025
Bitcoin
9.79%
▲ 13.28%
13
Sell
Aug 28, 2025
ARK Genomic Revolution ETF
0.25%
▲ 8.39%
2
Buy
Aug 13, 2025
NEOS Enhanced Income Cash Alternative ETF
0%
▲ 0.47%
1
Open
Aug 13, 2025
NEOS Nasdaq 100 High Income ETF
0%
▲ 1.65%
1
Open
Aug 13, 2025
Shift4 Payments
0%
▼ 0.18%
1
Open
Aug 12, 2025
Vertiv Holdings
0.13%
▲ 11.62%
2
Buy
Aug 11, 2025
Voyager Therapeutics
0.04%
▲ 35.30%
2
Buy
Aug 11, 2025
Viking Therapeutics
0.02%
▼ 39.54%
1
Open
Aug 11, 2025
Venture Global, Inc. Class A
▲ 5.12%
3
Close
Aug 08, 2025
Lemonade
▲ 16.54%
3
Close
Aug 08, 2025
Nebius Group
0.89%
▲ 44.05%
1
Open
Aug 07, 2025
CyberArk Software
▲ 63.98%
3
Close
Jul 29, 2025
Schlumberger
0%
▼ 1.58%
1
Open
Jul 29, 2025
Boston Scientific
0%
▼ 6.94%
1
Open
Jul 26, 2025
Fiserv
0%
▼ 4.21%
1
Open
Jul 24, 2025
Replimune Group
▼ 68.13%
2
Close
Jul 22, 2025
FedEx
▲ 4.90%
3
Close
Jul 16, 2025