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New PortfolioIndividual Investor
Ranked #161,114 out of 800,730 TipRanks' Investors
Success Rate
130 out of 206
profitable transactions
profitable transactions
Average Return
5.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.41%
6-Month Return▲ 0.99%
12-Month Return▲ 15.52%
YTD Return▲ 4.65%
Total Return▲ 29.63%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.26%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.23%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.32%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.27%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.61%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 3.92%
May 2025
▲ 9.99%▼ 0.89%▲ 0.89%
▲ 25.97%▲ 5.96%▲ 5.26%
▲ 5.42%▼ 2.41%▼ 5.23%
▲ 6.01%▲ 2.69%▲ 6.10%
▼ 12.86%▼ 1.27%▼ 1.32%
▼ 1.80%▼ 5.57%▼ 6.27%
▲ 1.76%▼ 0.87%▲ 2.61%
▲ 10.94%▲ 4.43%▲ 3.92%
Recent Activity
Alphabet Class A
―
▼ 5.83%
3
Close
May 12, 2025
Health Care Services Portfolio
0%
▼ 1.78%
3
Open
May 03, 2025
Fidelity Contra Fund
0%
▲ 4.33%
3
Open
May 03, 2025
Fidelity Growth Discovery Fund
0%
▲ 4.39%
1
Open
May 03, 2025
Fidelity Fund
0%
▲ 3.31%
1
Open
May 03, 2025
Fidelity Select Semiconductors Portfolio
0%
▲ 10.25%
1
Open
May 03, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
0%
▲ 4.08%
1
Open
May 03, 2025
Real Estate Select Sector SPDR Fund
0%
▼ 2.96%
1
Open
May 03, 2025
Health Care Select Sector SPDR Fund
0%
▼ 5.65%
1
Open
May 03, 2025
TSMC
0%
▲ 19.00%
4
Open
May 01, 2025
Microsoft
0%
▼ 0.09%
3
Open
May 01, 2025
Oracle
―
▼ 15.34%
2
Close
May 01, 2025
SAP AG
0%
▲ 2.70%
1
Open
May 01, 2025
Arista Networks
0%
▲ 3.83%
1
Open
May 01, 2025
Diamondback
0%
▲ 1.47%
1
Open
May 01, 2025
Alibaba
0%
▲ 0.17%
1
Open
May 01, 2025
UnitedHealth
―
▼ 2.15%
6
Close
Feb 26, 2025
Fidelity Enhanced Large Cap Growth ETF
―
▲ 14.85%
3
Close
Feb 26, 2025
Bank of America
―
▲ 3.69%
4
Close
Feb 26, 2025
Fidelity Select Financial Services
―
▲ 11.77%
3
Close
Feb 26, 2025