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Lista - New Portfolio

[email protected]

Lista
Individual Investor
Ranked #518,104 out of 827,325 TipRanks' Investors
Success Rate
32%
8 out of 25
profitable transactions
Average Return
0.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.63%
6-Month Return-
12-Month Return-
YTD Return▲ 0.32%
Total Return▲ 0.32%

Best Trade

Opened at
Closed at-
Gain▲ 60.08%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 4.26%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.18%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.75%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 4.07%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 4.26%
▲ 2.76%▲ 2.05%▲ 4.06%
▲ 12.88%▲ 3.56%▲ 4.18%
▲ 10.96%▲ 2.38%▲ 0.75%
▼ 4.30%▼ 1.63%▼ 4.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Medtronic
▲ 8.76%
2
Close
Oct 09, 2025
DocuSign
6.36%
▼ 2.44%
2
Buy
Oct 09, 2025
JD
7.88%
▲ 0.60%
2
Buy
Aug 25, 2025
Resideo Technologies
▲ 42.96%
2
Close
Aug 25, 2025
Novo Nordisk
4.17%
▼ 21.42%
2
Buy
Aug 09, 2025
VICI Properties
3.17%
▼ 8.52%
1
Open
Jul 10, 2025
LyondellBasell
1.68%
▼ 32.57%
1
Open
Jul 10, 2025
Zoom Video Communications
3.2%
▲ 8.85%
1
Open
Jul 10, 2025
Trimble
4.12%
▼ 2.39%
1
Open
Jul 10, 2025
Teleperformance
1.74%
▼ 35.31%
1
Open
Jul 10, 2025
Stellantis
4.73%
▼ 3.22%
1
Open
Jul 10, 2025
Pfizer
4.46%
▼ 1.90%
1
Open
Jul 10, 2025
PayPal Holdings
4.32%
▼ 12.52%
1
Open
Jul 10, 2025
MGM Resorts
2.56%
▼ 15.91%
1
Open
Jul 10, 2025
Kering SA
9.03%
▲ 45.30%
1
Open
Jul 10, 2025
Intel
11.93%
▲ 60.08%
1
Open
Jul 10, 2025
Halliburton
2.52%
▲ 25.36%
1
Open
Jul 10, 2025
The Estée Lauder Companies
4.58%
▼ 4.36%
1
Open
Jul 10, 2025
C3ai
1.21%
▼ 42.11%
1
Open
Jul 10, 2025
Avantor
1.2%
▼ 15.69%
1
Open
Jul 10, 2025