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Portfolio - New Portfolio

Portfolio
Individual Investor
Ranked #71,867 out of 810,447 TipRanks' Investors
Success Rate
70%
83 out of 118
profitable transactions
Average Return
20.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.24%
6-Month Return▲ 23.24%
12-Month Return▲ 33.55%
YTD Return▲ 28.38%
Total Return▲ 61.38%

Best Trade

Opened at
Closed at
Gain▲ 454.02%

Bio

Performance

29.34%0-29.34%
▲ 5.10%
▼ 2.41%
▼ 3.78%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.00%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.40%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.27%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.22%
Jun 2025
▲ 29.34%
▲ 3.09%
▲ 4.72%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.78%
▲ 6.03%▲ 2.69%▲ 4.76%
▼ 12.86%▼ 1.27%▼ 2.22%
▼ 1.80%▼ 5.57%▼ 8.00%
▲ 1.84%▼ 0.87%▲ 2.40%
▲ 12.20%▲ 6.28%▲ 15.27%
▲ 6.24%▲ 5.14%▲ 10.22%
▲ 29.34%▲ 3.09%▲ 4.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Home Depot
▲ 5.82%
5
Sell
Jul 23, 2025
Verizon
▼ 2.73%
2
Close
Jul 23, 2025
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
0.93%
▲ 14.56%
5
Sell
Mar 31, 2025
United Airlines Holdings
1.27%
▲ 13.46%
3
Sell
Mar 31, 2025
Micron
1.52%
▲ 72.57%
2
Buy
Mar 31, 2025
Advanced Micro Devices
2.72%
▲ 10.16%
8
Buy
Mar 28, 2025
Broadcom
5.76%
▲ 24.91%
4
Sell
Mar 28, 2025
NuScale Power
1.99%
▲ 81.21%
4
Sell
Mar 28, 2025
Invesco QQQ Trust
8.89%
▲ 26.99%
3
Buy
Mar 28, 2025
Constellation Energy Corporation
3.21%
▲ 81.58%
2
Buy
Mar 28, 2025