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New Portfolio - New Portfolio
9865CE77
New PortfolioIndividual Investor
Ranked #7,410 out of 820,360 TipRanks' Investors
Success Rate
73 out of 91
profitable transactions
profitable transactions
Average Return
94.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.88%
6-Month Return▲ 27.51%
12-Month Return▲ 92.92%
YTD Return▲ 23.76%
Total Return▲ 684.91%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 6.61%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.62%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.77%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.73%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 6.04%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.92%
Aug 2025
▲ 6.13%
▲ 2.88%
▲ 6.67%
Sep 2025
▼ 12.86%▼ 1.27%▼ 6.61%
▼ 1.80%▼ 5.57%▲ 0.15%
▲ 1.84%▼ 0.87%▲ 4.62%
▲ 12.20%▲ 6.28%▲ 2.77%
▲ 6.24%▲ 5.14%▲ 2.73%
▲ 27.92%▲ 2.30%▲ 6.04%
▲ 4.87%▲ 2.05%▲ 3.92%
▲ 6.13%▲ 2.88%▲ 6.67%
Recent Activity
NV5 Holdings
―
▼ 12.55%
2
Close
Aug 01, 2025
Acuren Corporation
2.36%
▲ 31.37%
1
Open
Aug 01, 2025
Express
―
▼ 99.94%
3
Close
Jan 02, 2025
Centamin
―
▲ 61.06%
2
Close
Nov 25, 2024
Network International Holdings
―
▲ 9.97%
2
Close
Sep 17, 2024
California BanCorp
―
▲ 37.03%
2
Close
Aug 01, 2024
Southern California Bancorp
0.01%
▲ 7.77%
1
Open
Aug 01, 2024
Senior Secured Credit Opportunities ETF
―
▲ 1.53%
2
Close
Jul 29, 2023
Prometheus Biosciences
―
▲ 3.31%
2
Close
Jun 15, 2023
Digital Ally
0%
▼ 99.97%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 291.68%
5
Buy
Apr 21, 2023
Apple
0.73%
▲ 60.51%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.49%
▲ 121.32%
3
Buy
Apr 20, 2023
California Orchard Company
0.02%
▼ 5.42%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
Intel
0.01%
▲ 17.86%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 6.86%
1
Open
Apr 20, 2023
Strategy
0.01%
▲ 882.02%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 94.78%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
66.27%
▲ 56.94%
4
Buy
Apr 18, 2023