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Individual - TOD - New Portfolio

Individual - TOD
Individual Investor
Ranked #222,963 out of 799,733 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
16.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.11%
6-Month Return▲ 5.60%
12-Month Return-
YTD Return▲ 7.84%
Total Return▲ 20.58%

Best Trade

Opened at
Closed at-
Gain▲ 67.25%

Bio

My personal fund

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 2.73%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 16.67%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.95%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 8.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.80%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.75%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.83%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 7.83%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 2.73%
▲ 25.97%▲ 5.96%▲ 16.67%
▲ 5.41%▼ 2.41%▼ 5.95%
▲ 6.02%▲ 2.69%▲ 8.36%
▼ 12.86%▼ 1.27%▼ 2.80%
▼ 1.80%▼ 5.57%▼ 6.75%
▲ 1.76%▼ 0.87%▲ 1.83%
▲ 14.92%▲ 7.15%▲ 7.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
8.3%
▼ 14.93%
1
Buy
Dec 18, 2024
JPMorgan Chase
11.5%
▲ 12.89%
1
Buy
Nov 06, 2024
Meta Platforms
10.58%
▲ 13.41%
1
Buy
Nov 04, 2024
Progressive
12.29%
▲ 17.71%
1
Buy
Nov 04, 2024
BWX Technologies
10.51%
▲ 6.53%
1
Buy
Jul 22, 2024
Amazon
10.55%
▲ 6.25%
1
Buy
Jul 01, 2024
Shopify
16.59%
▲ 67.25%
1
Buy
Jun 14, 2024
McKesson
11.97%
▲ 24.86%
1
Buy
Jun 06, 2024