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Big Holdings - New Portfolio

Big Holdings
Individual Investor
Ranked #536,687 out of 820,151 TipRanks' Investors
Success Rate
43%
46 out of 107
profitable transactions
Average Return
-2.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.94%
6-Month Return▼ 1.10%
12-Month Return▼ 5.48%
YTD Return▼ 1.08%
Total Return▼ 36.47%

Best Trade

Opened at
Closed at
Gain▲ 42.47%

Bio

Looking for six-month to five-year holds. I like a dividend paying stock but it's not critical. I'm constantly trying to gauge risk versus reward, but I never seem to be able to actually pin it down.

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 0.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.78%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.78%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 2.10%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.60%
Aug 2025
▲ 5.67%
▲ 2.30%
▲ 3.39%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 0.60%
▼ 1.80%▼ 5.57%▼ 3.15%
▲ 1.84%▼ 0.87%▼ 5.78%
▲ 12.20%▲ 6.28%▼ 0.13%
▲ 6.24%▲ 5.14%▲ 1.78%
▲ 27.92%▲ 2.30%▼ 2.10%
▲ 4.87%▲ 2.05%▲ 4.60%
▲ 5.67%▲ 2.30%▲ 3.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United States Antimony
▲ 18.37%
6
Close
Sep 24, 2025
QuantumScape
▲ 1.44%
4
Close
Sep 24, 2025
Astera Labs, Inc.
▲ 14.32%
2
Close
Sep 19, 2025
SoFi
0.38%
▼ 4.71%
1
Open
Sep 19, 2025
PaySign
0.2%
▼ 6.87%
5
Open
Sep 15, 2025
Privia Health Group
▲ 5.33%
2
Close
Sep 15, 2025
Adient
▼ 11.51%
4
Close
Sep 10, 2025
4D Molecular Therapeutics
▲ 3.41%
2
Close
Sep 09, 2025
Kinross Gold
0.75%
▲ 4.86%
3
Open
Sep 08, 2025
Avino Silver & Gold
▲ 2.20%
4
Close
Sep 05, 2025
Fortuna Mining Corp
0.5%
▲ 10.03%
1
Open
Sep 03, 2025
Amer Sports, Inc.
▼ 3.00%
4
Close
Sep 02, 2025
Gaxosai
▼ 25.72%
2
Close
Aug 26, 2025
Jasper Therapeutics
▼ 46.47%
2
Close
Aug 25, 2025
Byrna Technologies
0.19%
▼ 4.09%
3
Open
Aug 25, 2025
Lincoln Edu
0.51%
▲ 2.63%
3
Open
Aug 21, 2025
Sandstorm Gold
▲ 15.77%
2
Close
Aug 21, 2025
EZCORP
▲ 19.08%
2
Close
Aug 21, 2025
Natural Grocers
▼ 5.87%
4
Close
Aug 21, 2025
Northwest Gas
▼ 0.68%
2
Close
Aug 19, 2025