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2025 Portfolio - New Portfolio

AS FAR AS YOU KNOW

2025 Portfolio
Individual Investor
Ranked #284,911 out of 824,962 TipRanks' Investors
Success Rate
61%
143 out of 234
profitable transactions
Average Return
5.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.09%
6-Month Return▲ 21.25%
12-Month Return▲ 19.79%
YTD Return▲ 21.41%
Total Return▲ 50.39%

Best Trade

Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.27%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.48%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.93%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.50%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.69%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.72%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.80%
Sep 2025
▲ 4.39%
▲ 0.84%
▼ 0.80%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.27%
▲ 0.80%▼ 0.87%▲ 2.48%
▲ 11.63%▲ 6.28%▲ 5.93%
▲ 9.25%▲ 5.14%▲ 3.50%
▲ 7.60%▲ 2.30%▲ 5.69%
▲ 2.76%▲ 2.05%▼ 1.72%
▲ 12.88%▲ 3.56%▲ 6.80%
▲ 4.39%▲ 0.84%▼ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Applied Digital Corporation
0%
▲ 9.01%
1
Open
Oct 22, 2025
iShares Russell 2000 ETF
▲ 2.06%
2
Close
Oct 16, 2025
Fidelity Wise Origin Bitcoin Fund
0%
▼ 1.92%
3
Open
Oct 10, 2025
iShares Ethereum Trust ETF
0%
▼ 3.34%
1
Open
Oct 10, 2025
Wesco International
▲ 4.31%
2
Close
Oct 08, 2025
Amazon
▲ 6.48%
4
Close
Oct 07, 2025
Meta Platforms
▲ 23.38%
4
Close
Oct 07, 2025
Vistra Energy
▲ 7.60%
6
Close
Oct 07, 2025
GE Vernova Inc.
▲ 81.02%
2
Close
Oct 07, 2025
Bloom Energy
▼ 2.20%
2
Close
Oct 07, 2025
Oracle
0%
▲ 13.29%
5
Open
Sep 25, 2025
SPDR Portfolio Emerging Markets ETF
0%
▲ 0.62%
3
Open
Sep 11, 2025
Nisource
▼ 3.63%
2
Close
Sep 11, 2025
Compass
▲ 3.96%
2
Close
Sep 10, 2025
Walmart
0%
▲ 32.65%
4
Open
Sep 04, 2025
Thornburg International Equity ETF
0%
▲ 0.96%
1
Open
Aug 25, 2025
Applied Materials
▼ 13.90%
2
Close
Aug 19, 2025
Calix
▼ 4.11%
2
Close
Aug 19, 2025
TTM Technologies
▼ 9.92%
2
Close
Aug 19, 2025
Century Aluminum
▼ 6.34%
2
Close
Aug 18, 2025