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Portfolio - New Portfolio

Portfolio
Individual Investor
Ranked #78,529 out of 801,732 TipRanks' Investors
Success Rate
67%
79 out of 118
profitable transactions
Average Return
15.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.50%
6-Month Return▲ 7.03%
12-Month Return▲ 17.00%
YTD Return▲ 11.24%
Total Return▲ 39.83%

Best Trade

Opened at
Closed at
Gain▲ 454.02%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.94%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.78%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.00%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.41%
Apr 2025
▲ 9.95%
▲ 6.28%
▲ 15.27%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.59%
▲ 25.97%▲ 5.96%▲ 3.94%
▲ 5.42%▼ 2.41%▼ 3.78%
▲ 6.01%▲ 2.69%▲ 4.76%
▼ 12.86%▼ 1.27%▼ 2.22%
▼ 1.80%▼ 5.57%▼ 8.00%
▲ 1.76%▼ 0.87%▲ 2.41%
▲ 9.95%▲ 6.28%▲ 15.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
▲ 17.67%
4
Close
May 02, 2025
iShares Russell 2000 ETF
▼ 4.87%
6
Sell
May 02, 2025
Apple
▲ 0.32%
3
Close
May 02, 2025
Qualcomm
▼ 0.04%
4
Close
May 02, 2025
Visa
▲ 0.24%
2
Sell
May 02, 2025
Oracle
▲ 11.60%
3
Sell
May 02, 2025
Delta Air Lines
▼ 10.60%
3
Sell
May 02, 2025
General Dynamics
▲ 2.28%
2
Close
Apr 18, 2025
Boeing
▲ 2.86%
2
Sell
Apr 18, 2025
Fortinet
▼ 4.49%
3
Close
Apr 18, 2025
Carnival
0.78%
▲ 3.96%
5
Sell
Mar 31, 2025
United Airlines Holdings
1.17%
▼ 2.48%
3
Sell
Mar 31, 2025
Micron
1.39%
▲ 46.53%
2
Buy
Mar 31, 2025
Advanced Micro Devices
1.86%
▼ 9.10%
8
Buy
Mar 28, 2025
Broadcom
5.09%
▲ 9.56%
4
Sell
Mar 28, 2025
NuScale Power
1.35%
▲ 33.72%
4
Sell
Mar 28, 2025
Invesco QQQ Trust
8.73%
▲ 16.03%
3
Buy
Mar 28, 2025
Constellation Energy Corporation
3.22%
▲ 69.14%
2
Buy
Mar 28, 2025
Marvell
0.76%
▼ 12.97%
2
Sell
Mar 28, 2025
Analog Devices
▲ 13.64%
3
Close
Mar 12, 2025