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New Portfolio - New Portfolio

Anna

New Portfolio
Individual Investor
Ranked #55,420 out of 824,962 TipRanks' Investors
Success Rate
76%
105 out of 138
profitable transactions
Average Return
21.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.96%
6-Month Return▲ 27.27%
12-Month Return▲ 30.38%
YTD Return▲ 24.14%
Total Return▲ 79.15%

Best Trade

Opened at
Closed at-
Gain▲ 283.08%

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.66%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.65%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.97%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.12%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.13%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.53%
Sep 2025
▲ 4.39%
▲ 0.84%
▲ 0.88%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.66%
▲ 0.80%▼ 0.87%▼ 0.65%
▲ 11.63%▲ 6.28%▲ 5.97%
▲ 9.25%▲ 5.14%▲ 5.12%
▲ 7.60%▲ 2.30%▲ 2.46%
▲ 2.76%▲ 2.05%▲ 4.13%
▲ 12.88%▲ 3.56%▲ 5.53%
▲ 4.39%▲ 0.84%▲ 0.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
1.54%
▲ 42.63%
3
Buy
Aug 11, 2025
Spirax Sarco Engineering
0.84%
▲ 9.84%
3
Buy
Aug 11, 2025
SPDR S&P 500 ETF Trust CDI
4.06%
▲ 14.40%
3
Buy
Aug 11, 2025
Tesla
6.79%
▲ 49.59%
5
Buy
Aug 10, 2025
Amazon
3.34%
▲ 9.80%
5
Buy
Aug 10, 2025
Apple
3.93%
▲ 26.14%
5
Buy
Aug 10, 2025
Microsoft
6.3%
▲ 13.66%
4
Buy
Aug 10, 2025
Nvidia
7.16%
▲ 72.65%
4
Buy
Aug 10, 2025
Alibaba
2.08%
▲ 71.22%
4
Buy
Aug 10, 2025
Alphabet Class C
3.84%
▲ 47.01%
5
Buy
Aug 10, 2025
Toronto Dominion Bank
0.49%
▲ 21.70%
3
Buy
Aug 10, 2025
Teladoc
0.05%
▲ 14.78%
3
Buy
Aug 10, 2025
Marsh & Mclennan Companies
1.14%
▼ 10.41%
3
Buy
Aug 10, 2025
SPDR S&P 500 ETF Trust
4.06%
▲ 13.58%
3
Buy
Aug 10, 2025
Nasdaq
0.54%
▲ 12.84%
3
Buy
Aug 10, 2025
ZIM
0.08%
▼ 5.43%
3
Buy
Aug 10, 2025
Aurora Cannabis
0.03%
▲ 2.41%
3
Buy
Aug 10, 2025
Agilent
1.34%
▲ 25.78%
4
Buy
Aug 10, 2025
KLA
7.01%
▲ 33.63%
3
Buy
Aug 10, 2025
O'Reilly Auto
0.59%
▲ 15.28%
3
Buy
Aug 10, 2025