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Individual - New Portfolio
Individual
Individual Investor
Ranked #86,778 out of 826,191 TipRanks' Investors
Success Rate
70 out of 106
profitable transactions
profitable transactions
Average Return
34.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.28%
6-Month Return▲ 15.88%
12-Month Return▲ 16.61%
YTD Return▲ 12.18%
Total Return▲ 57.92%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.66%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.31%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.66%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.19%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.12%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.18%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.58%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.58%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.66%
▲ 0.80%▼ 0.87%▼ 2.31%
▲ 11.63%▲ 6.28%▲ 4.66%
▲ 9.25%▲ 5.14%▲ 4.19%
▲ 7.60%▲ 2.30%▲ 2.12%
▲ 2.76%▲ 2.05%▲ 3.18%
▲ 12.88%▲ 3.56%▲ 2.58%
▲ 10.96%▲ 2.38%▼ 0.58%
Recent Activity
Coca-Cola
3.6%
▲ 9.73%
11
Buy
Oct 02, 2025
Athira Pharma
0.19%
▼ 59.25%
4
Sell
Sep 18, 2025
The Hershey Company
1.03%
▼ 5.36%
10
Buy
Sep 15, 2025
NextEra Energy
1.67%
▲ 10.69%
10
Buy
Sep 15, 2025
SS&C Technologies Holdings
4.68%
▲ 50.15%
14
Buy
Sep 15, 2025
Alphabet Class A
12.12%
▲ 66.74%
7
Buy
Sep 15, 2025
Walmart
2.69%
▲ 54.72%
12
Buy
Sep 03, 2025
Starbucks
1.28%
▼ 12.83%
8
Buy
Aug 29, 2025
Nio
11.29%
▲ 24.97%
2
Buy
Aug 21, 2025
Verizon
1.83%
▲ 90.37%
8
Buy
Aug 01, 2025
Walt Disney
4.69%
▲ 15.24%
6
Buy
Jul 24, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
Palo Alto Networks
8.21%
▲ 91.64%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Vor Biopharma
0.54%
▼ 42.87%
1
Buy
Feb 21, 2024
Expedia
3.25%
▲ 62.00%
1
Buy
Feb 14, 2024
Salesforce
1.8%
▼ 9.02%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
12.37%
▲ 245.79%
1
Buy
Feb 12, 2024
DLocal
1.45%
▼ 11.37%
1
Buy
Dec 20, 2023
Snowflake
2.2%
▲ 38.11%
1
Buy
Dec 20, 2023