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New Portfolio - New Portfolio

Usc529

New Portfolio
Individual Investor
Ranked #24,075 out of 802,720 TipRanks' Investors
Success Rate
70%
47 out of 67
profitable transactions
Average Return
68.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.97%
6-Month Return▲ 1.05%
12-Month Return▲ 44.94%
YTD Return▲ 4.06%
Total Return▲ 179.05%

Best Trade

Opened at
Closed at-
Gain▲ 1719.37%

Bio

Big money

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 14.20%
Nov 2024
▲ 5.43%
▼ 2.41%
▲ 0.59%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.00%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.30%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.03%
May 2025
▲ 0.43%
▲ 0.62%
▲ 0.12%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 14.20%
▲ 5.43%▼ 2.41%▲ 0.59%
▲ 5.99%▲ 2.69%▲ 2.38%
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▼ 5.00%
▲ 1.76%▼ 0.87%▲ 2.30%
▲ 12.21%▲ 6.28%▲ 8.03%
▲ 0.43%▲ 0.62%▲ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
▲ 31.34%
2
Close
May 16, 2025
Broadcom
▼ 2.66%
2
Close
May 16, 2025
UnitedHealth
5.35%
▲ 3.87%
1
Open
May 16, 2025
VICI Properties
▲ 14.07%
2
Close
Jan 28, 2025
Apple
18.78%
▲ 40.74%
3
Sell
Dec 29, 2024
Bank of America
1.37%
▲ 32.18%
2
Buy
Dec 29, 2024
First Republic Bank
▼ 97.18%
2
Close
Dec 29, 2024
Enphase Energy
0.6%
▼ 21.22%
3
Open
Dec 29, 2024
Carnival
▲ 174.03%
2
Close
Nov 29, 2024
YieldMax COIN Option Income Strategy ETF
▼ 7.64%
2
Close
Oct 17, 2024
Cisco Systems
▲ 8.18%
2
Close
Aug 15, 2024
Nike
▲ 2.20%
2
Close
Aug 14, 2024
Intel
▼ 33.12%
2
Close
Aug 12, 2024
Visa
▼ 6.69%
2
Close
Jun 29, 2024
Nvidia
8.35%
▲ 42.92%
3
Open
Jun 15, 2024
Coca-Cola
▲ 0.96%
2
Close
May 20, 2024
Communication Services Select Sector SPDR Fund
▲ 28.68%
2
Close
May 20, 2024
Verizon
▲ 14.03%
2
Close
Feb 29, 2024
YieldMax TSLA Option Income Strategy ETF
▼ 13.18%
2
Close
Feb 14, 2024
Kinder Morgan
▲ 1.75%
2
Close
Feb 11, 2024