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Individual - New Portfolio
ALLAN
IndividualIndividual Investor
Ranked #263,748 out of 826,835 TipRanks' Investors
Success Rate
31 out of 45
profitable transactions
profitable transactions
Average Return
7.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.41%
6-Month Return▲ 23.38%
12-Month Return▲ 24.78%
YTD Return▲ 22.90%
Total Return▲ 23.58%
Best Trade
Bio
Performance
10.33%0-10.33%
―
―
▲ 2.80%
Apr 2025
―
―
▲ 10.33%
May 2025
―
―
▲ 6.88%
Jun 2025
―
―
▲ 3.08%
Jul 2025
―
―
▲ 1.62%
Aug 2025
―
―
▲ 3.35%
Sep 2025
―
―
▲ 0.80%
Oct 2025
―
―
▼ 0.84%
Nov 2025
――▲ 2.80%
――▲ 10.33%
――▲ 6.88%
――▲ 3.08%
――▲ 1.62%
――▲ 3.35%
――▲ 0.80%
――▼ 0.84%
Recent Activity
Home Depot
6.88%
▲ 0.93%
6
Buy
Sep 18, 2025
JPMorgan Chase
13.71%
▲ 2.29%
3
Buy
Sep 17, 2025
Eli Lilly & Co
―
▲ 10.51%
3
Close
Sep 17, 2025
Microsoft
9.15%
▲ 16.04%
9
Buy
Sep 11, 2025
Walmart
9.11%
▲ 30.39%
3
Buy
Sep 08, 2025
Starbucks
3.61%
▼ 3.43%
4
Buy
Sep 08, 2025
Intel
3.28%
▲ 46.65%
1
Buy
Aug 26, 2025
Axon Enterprise
―
▲ 9.69%
4
Sell
Aug 15, 2025
O'Reilly Auto
―
▲ 15.28%
2
Sell
Aug 15, 2025
Amazon
11.05%
▲ 28.64%
4
Buy
Aug 14, 2025
Apple
6%
▼ 41.87%
5
Buy
Aug 14, 2025
Meta Platforms
11.14%
▲ 3.12%
4
Sell
Aug 14, 2025
ROBO Global Robotics & Automation Index ETF
7.56%
▲ 0.49%
6
Sell
Jul 16, 2025
Nvidia
8.81%
▲ 46.46%
4
Buy
Mar 18, 2025
Netflix
9.69%
▲ 87.53%
2
Sell
Feb 27, 2025
Lam Research
―
▼ 26.47%
2
Sell
Feb 10, 2025
Dell Technologies
―
▲ 8.28%
2
Sell
Feb 10, 2025
Crane NXT
―
▼ 57.31%
2
Close
Feb 10, 2025
Uber Technologies
―
▲ 5.63%
2
Sell
Feb 10, 2025
Coca-Cola
―
▼ 1.41%
2
Close
Oct 19, 2024