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Invested 2025 - New Portfolio

Royce

Invested 2025
Individual Investor
Ranked #379,438 out of 826,191 TipRanks' Investors
Success Rate
55%
386 out of 705
profitable transactions
Average Return
7.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.24%
6-Month Return▲ 85.50%
12-Month Return▲ 99.62%
YTD Return▲ 80.17%
Total Return▲ 85.99%

Best Trade

Opened at
Closed at-
Gain▲ 623.72%

Bio

Tech heavy with AI focus

Performance

20.70%0-20.70%
▼ 6.38%
▼ 5.57%
▼ 2.12%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 5.97%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.98%
May 2025
▲ 9.25%
▲ 5.14%
▲ 11.30%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 9.69%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 12.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 20.70%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.12%
▲ 0.80%▼ 0.87%▲ 5.97%
▲ 11.63%▲ 6.28%▲ 14.98%
▲ 9.25%▲ 5.14%▲ 11.30%
▲ 7.60%▲ 2.30%▲ 9.69%
▲ 2.76%▲ 2.05%▲ 1.76%
▲ 12.88%▲ 3.56%▲ 12.25%
▲ 10.96%▲ 2.38%▲ 20.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cloudflare
▲ 5.83%
10
Close
Nov 02, 2025
Arista Networks
▲ 5.31%
8
Close
Oct 26, 2025
Bank of New York Mellon
▲ 0.23%
8
Close
Oct 24, 2025
Elanco Animal Health
▲ 12.44%
2
Close
Oct 24, 2025
Reddit Inc Class A
▼ 3.94%
9
Close
Oct 23, 2025
Direxion Daily Financial Bull 3x Shares
▼ 3.00%
4
Close
Oct 22, 2025
Nu Holdings
▼ 3.63%
8
Close
Oct 03, 2025
Zeta Global Holdings Corp
▲ 0.87%
4
Close
Oct 03, 2025
Hims & Hers Health
▼ 6.96%
4
Close
Sep 29, 2025
MongoDB
▼ 4.32%
4
Close
Sep 29, 2025
Unity Software
▲ 0.87%
4
Close
Sep 29, 2025
Atlanticus Holdings
▼ 11.33%
2
Close
Sep 29, 2025
Lumentum Holdings
▼ 4.87%
2
Close
Sep 29, 2025
Carlyle Group
▲ 1.41%
2
Close
Sep 29, 2025
GraniteShares 2x Long CRWD Daily ETF
0%
▲ 2.56%
3
Open
Sep 27, 2025
Cipher Mining
▲ 10.29%
2
Close
Sep 27, 2025
GE Aerospace
0%
▲ 2.69%
6
Open
Sep 26, 2025
Oracle
0%
▼ 2.77%
5
Open
Sep 26, 2025
Fundstrat Granny Shots US Large Cap ETF
0%
▲ 2.86%
7
Open
Sep 26, 2025
Citigroup
0%
▼ 5.09%
8
Open
Sep 26, 2025