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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #43,117 out of 822,855 TipRanks' Investors
Success Rate
67%
40 out of 60
profitable transactions
Average Return
79.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.64%
6-Month Return▲ 49.54%
12-Month Return▲ 49.90%
YTD Return▲ 36.53%
Total Return▲ 100.52%

Best Trade

Opened at
Closed at-
Gain▲ 1265.03%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.77%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.22%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 12.20%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.61%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.31%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.08%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.32%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 3.61%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.77%
▲ 0.80%▼ 0.87%▼ 1.22%
▲ 11.63%▲ 6.28%▲ 12.20%
▲ 9.25%▲ 5.14%▲ 6.61%
▲ 7.60%▲ 2.30%▲ 7.31%
▲ 2.76%▲ 2.05%▲ 6.08%
▲ 12.88%▲ 3.56%▲ 6.32%
▲ 0.54%▼ 1.98%▼ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walgreens Boots Alliance
▼ 53.56%
2
Close
Aug 27, 2025
Apellis Pharmaceuticals
0%
▼ 2.45%
1
Open
Jul 31, 2023
ServiceNow
▲ 3.11%
2
Close
Jul 04, 2023
JD
1.42%
▼ 4.83%
2
Buy
Jun 29, 2023
Teladoc
0%
▼ 68.37%
2
Sell
Jun 29, 2023
Citizens Financial
0.46%
▲ 110.77%
1
Open
Jun 29, 2023
Alibaba
5.26%
▲ 95.59%
2
Buy
Jun 28, 2023
Alphabet Class C
8.82%
▲ 111.26%
2
Buy
Jun 28, 2023
Microsoft
5.31%
▲ 71.18%
2
Buy
Jun 28, 2023
Nio
0.2%
▼ 28.57%
2
Buy
Jun 28, 2023
Sunnova Energy International
▲ 42.55%
2
Close
Jun 28, 2023
Cheesecake Factory
▼ 0.73%
2
Close
Jun 28, 2023
Splunk
▲ 14.85%
2
Close
Jun 28, 2023
Amazon
8.03%
▲ 68.80%
2
Buy
Jun 28, 2023
International Business Machines
11.86%
▲ 128.01%
1
Open
Jun 28, 2023
PayPal Holdings
4.72%
▲ 5.77%
1
Open
Jun 28, 2023
PNC Financial
4.3%
▲ 63.00%
1
Open
Jun 28, 2023
Pfizer
1.96%
▼ 21.75%
1
Open
Jun 28, 2023
Tesla
4.61%
▲ 61.37%
1
Open
Jun 28, 2023
Target
1.59%
▼ 30.15%
1
Open
Jun 28, 2023