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New Portfolio - New Portfolio

WALES

New Portfolio
Individual Investor
Ranked #37,381 out of 798,480 TipRanks' Investors
Success Rate
100%
14 out of 14
profitable transactions
Average Return
69.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.79%
6-Month Return▼ 5.28%
12-Month Return▲ 19.83%
YTD Return▼ 11.41%
Total Return▲ 106.48%

Best Trade

Opened at
Closed at-
Gain▲ 233.44%

Bio

Source of wealth

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 6.79%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 14.55%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 1.92%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 0.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.70%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 2.12%
Apr 2025
▼ 1.48%
▲ 1.19%
▼ 0.22%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 6.79%
▲ 25.97%▲ 5.96%▲ 14.55%
▲ 5.39%▼ 2.41%▲ 1.92%
▲ 6.00%▲ 2.69%▲ 0.37%
▼ 12.86%▼ 1.27%▼ 10.04%
▼ 1.80%▼ 5.57%▼ 3.70%
▲ 1.74%▼ 0.87%▲ 2.12%
▼ 1.48%▲ 1.19%▼ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
7.14%
▲ 233.44%
1
Open
Oct 20, 2023
Ethereum
7.14%
▲ 17.52%
1
Open
Oct 20, 2023
SPDR S&P 500 ETF Trust
7.14%
▲ 35.89%
1
Open
Oct 20, 2023
Invesco QQQ Trust
7.14%
▲ 37.66%
1
Open
Oct 20, 2023
Meta Platforms
7.14%
▲ 94.27%
1
Open
Oct 20, 2023
Apple
7.14%
▲ 12.67%
1
Open
Oct 19, 2023
Amazon
7.14%
▲ 46.97%
1
Open
Oct 19, 2023
Alibaba
7.14%
▲ 56.27%
1
Open
Oct 19, 2023
Alphabet Class C
7.14%
▲ 10.47%
1
Open
Oct 19, 2023
Microsoft
7.14%
▲ 32.31%
1
Open
Oct 19, 2023
Nvidia
7.14%
▲ 178.18%
1
Open
Oct 19, 2023
Tesla
7.14%
▲ 25.49%
1
Open
Oct 19, 2023
Alphabet Class A
7.14%
▲ 10.42%
1
Open
Oct 19, 2023
Netflix
7.14%
▲ 187.58%
1
Open
Oct 19, 2023