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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #48,428 out of 809,057 TipRanks' Investors
Success Rate
73%
185 out of 255
profitable transactions
Average Return
25.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.87%
6-Month Return▲ 23.22%
12-Month Return▲ 48.62%
YTD Return▲ 28.17%
Total Return▲ 59.16%

Best Trade

Opened at
Closed at-
Gain▲ 243.35%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 1.82%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.81%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.47%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.79%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.98%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 5.36%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.82%
▲ 6.03%▲ 2.69%▲ 4.67%
▼ 12.86%▼ 1.27%▼ 9.38%
▼ 1.80%▼ 5.57%▼ 2.81%
▲ 1.84%▼ 0.87%▲ 6.47%
▲ 12.20%▲ 6.28%▲ 14.79%
▲ 6.24%▲ 5.14%▲ 7.98%
▲ 14.83%▲ 1.65%▲ 5.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
41.65%
▲ 18.24%
11
Sell
Jul 17, 2025
FedEx
▲ 4.90%
3
Close
Jul 16, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 13.77%
2
Close
Jul 16, 2025
MP Materials
0%
▲ 7.98%
1
Open
Jul 16, 2025
Reddit Inc Class A
0%
▼ 3.34%
1
Open
Jul 06, 2025
NEOS S&P 500 High Income ETF
0%
▲ 0.59%
1
Open
Jul 03, 2025
Apple
1.49%
▲ 11.11%
5
Buy
Jul 02, 2025
Workday
0.16%
▼ 7.89%
2
Buy
Jul 02, 2025
BrightSpring Health Services, Inc.
0.14%
▼ 2.81%
2
Buy
Jul 02, 2025
Lemonade
0.3%
▲ 0.24%
2
Buy
Jul 02, 2025
Zeta Global Holdings Corp
0.11%
▲ 1.81%
2
Buy
Jul 02, 2025
Chewy
▼ 5.24%
4
Close
Jun 30, 2025
Nu Holdings
0%
▼ 5.10%
1
Open
Jun 30, 2025
National Beverage
0%
▲ 7.07%
1
Open
Jun 25, 2025
Pure Storage
0.41%
▼ 4.18%
2
Buy
Jun 25, 2025
AGNC Investment
0%
▲ 1.86%
1
Open
Jun 23, 2025
Oscar Health
0.09%
▼ 32.63%
2
Buy
Jun 20, 2025
L3Harris Technologies
1.86%
▲ 6.23%
2
Buy
Jun 19, 2025
First Solar
▼ 29.18%
3
Close
Jun 17, 2025
Regulus
▲ 1.25%
2
Close
Jun 12, 2025