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Pension - New Portfolio
Amit
PensionIndividual Investor
Ranked #504,928 out of 827,189 TipRanks' Investors
Success Rate
126 out of 285
profitable transactions
profitable transactions
Average Return
4.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 17.43%
6-Month Return▼ 4.98%
12-Month Return▼ 30.44%
YTD Return▼ 22.59%
Total Return▼ 39.02%
Best Trade
Bio
Long-term pension portfolio with a 20-year time horizon, started in 2020. Aggressively allocating to equities for now, and will then focus on income generation in 15 years.
Performance
40.63%0-40.63%
▲ 0.80%
▼ 0.87%
▲ 4.21%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 40.63%
May 2025
▲ 9.25%
▲ 5.14%
▼ 7.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 9.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 30.91%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.86%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 12.37%
Nov 2025
▲ 0.80%▼ 0.87%▲ 4.21%
▲ 11.63%▲ 6.28%▲ 40.63%
▲ 9.25%▲ 5.14%▼ 7.11%
▲ 7.60%▲ 2.30%▲ 9.23%
▲ 2.76%▲ 2.05%▼ 30.91%
▲ 12.88%▲ 3.56%▲ 17.03%
▲ 10.96%▲ 2.38%▲ 2.86%
▼ 3.50%▼ 1.72%▼ 12.37%
Recent Activity
Lucid Group
2.02%
▼ 15.98%
7
Sell
Sep 16, 2025
BigBearai Holdings
2.28%
▼ 6.75%
3
Open
Sep 16, 2025
SoundHound AI, Inc Class A
2.81%
▼ 8.44%
2
Buy
Sep 16, 2025
Wang & Lee Group
―
▼ 8.64%
12
Close
Aug 26, 2025
INVO Fertility
―
▼ 41.28%
2
Close
Aug 26, 2025
D-Wave Quantum
―
▲ 57.37%
28
Close
Aug 25, 2025
Microvast Holdings
―
▲ 14.82%
11
Close
Aug 25, 2025
Intuitive Machines
1.83%
▲ 16.85%
28
Sell
Aug 13, 2025
SharpLink Gaming
0.96%
▲ 49.90%
17
Open
Aug 13, 2025
QuantumScape
―
▲ 12.01%
4
Close
Aug 13, 2025
SMX Public Limited Company
―
▼ 38.50%
7
Close
Aug 05, 2025
Ethereum
―
▲ 2.89%
2
Close
Jul 29, 2025
Alphabet Class C
―
▲ 27.76%
3
Close
Jul 28, 2025
DraftKings
―
▲ 6.69%
31
Close
Jul 21, 2025
Global-e Online
―
▼ 3.24%
10
Close
Jul 21, 2025
Super Micro Computer
―
▲ 1.79%
29
Close
Jul 21, 2025
Nvidia
―
▲ 7.52%
15
Close
Jul 21, 2025
Advanced Micro Devices
―
▲ 32.17%
7
Close
Jul 21, 2025
eToro
―
▼ 8.60%
7
Close
Jul 21, 2025
Salesforce
―
▼ 0.94%
5
Close
Jul 21, 2025