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New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #142,319 out of 815,971 TipRanks' Investors
Success Rate
66%
47 out of 71
profitable transactions
Average Return
20.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.54%
6-Month Return▲ 9.02%
12-Month Return▲ 30.96%
YTD Return▲ 14.65%
Total Return▲ 53.23%

Best Trade

Opened at
Closed at-
Gain▲ 170.76%

Bio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 8.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.66%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.60%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.25%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.01%
Jul 2025
▲ 7.88%
▲ 2.05%
▼ 0.54%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 8.35%
▼ 12.86%▼ 1.27%▼ 2.94%
▼ 1.80%▼ 5.57%▼ 5.66%
▲ 1.84%▼ 0.87%▲ 3.60%
▲ 12.20%▲ 6.28%▲ 7.51%
▲ 6.24%▲ 5.14%▲ 2.25%
▲ 27.87%▲ 2.30%▲ 2.01%
▲ 7.88%▲ 2.05%▼ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
2.7%
▼ 12.86%
3
Open
Aug 28, 2025
Alimentation Couche-Tard Inc
▲ 10.75%
2
Close
Aug 08, 2025
Tasmea Ltd.
2.7%
▲ 9.73%
1
Open
Jul 30, 2025
MSCI
2.7%
▲ 7.29%
1
Open
Jul 23, 2025
Vysarn Ltd
2.7%
▲ 6.93%
1
Open
Jul 02, 2025
Rainwater Equity ETF
2.7%
▲ 0.17%
1
Open
Jun 23, 2025
Vitec Software Group AB Class B
2.7%
▼ 21.59%
1
Open
Jun 16, 2025
Versamet Royalties Corp.
2.7%
▲ 38.10%
1
Open
Jun 10, 2025
Vitec Software Group AB Class B
2.7%
▼ 20.82%
1
Open
Jun 06, 2025
North American Construction Group
2.7%
▲ 0.57%
1
Open
Apr 10, 2025
Uber Technologies
2.7%
▲ 31.03%
1
Open
Mar 18, 2025
goeasy
2.7%
▲ 38.15%
1
Open
Mar 07, 2025
Alibaba
▲ 16.61%
2
Close
Jan 29, 2025
Hims & Hers Health
2.7%
▲ 61.58%
1
Open
Jan 14, 2025
ASML Holding
2.7%
▲ 3.48%
1
Open
Dec 16, 2024
Equitable Group
2.7%
▼ 1.02%
1
Open
Aug 06, 2024
Markel
2.7%
▲ 24.73%
1
Open
Jul 25, 2024
North American Construction Group
2.7%
▼ 29.27%
1
Open
Jul 16, 2024
Boyd Group Services
2.7%
▼ 14.15%
1
Open
Jul 16, 2024
Vitalhub
2.7%
▲ 78.22%
1
Open
Jul 16, 2024