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New Portfolio - New Portfolio

AFJ

New Portfolio
Individual Investor
Ranked #179,402 out of 824,099 TipRanks' Investors
Success Rate
68%
38 out of 56
profitable transactions
Average Return
19.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.27%
6-Month Return-
12-Month Return-
YTD Return▲ 51.71%
Total Return▲ 51.71%

Best Trade

Opened at
Closed at
Gain▲ 109.20%

Bio

Performance

17.58%0-17.58%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 17.58%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.89%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.21%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 3.08%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%▲ 17.58%
▲ 9.25%▲ 5.14%▲ 8.31%
▲ 7.60%▲ 2.30%▲ 3.89%
▲ 2.76%▲ 2.05%▲ 2.80%
▲ 12.88%▲ 3.56%▲ 8.21%
▲ 4.03%▼ 0.27%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tempus AI, Inc. Class A
6.11%
▲ 33.78%
6
Buy
Oct 07, 2025
Meta Platforms
6.02%
▲ 25.47%
4
Sell
Oct 07, 2025
Mercadolibre
5.59%
▼ 11.75%
4
Sell
Oct 07, 2025
IES Holdings
5.33%
▲ 40.38%
4
Sell
Oct 07, 2025
Duolingo
3.5%
▼ 3.36%
6
Buy
Oct 07, 2025
ASML Holding
6.18%
▲ 54.71%
2
Sell
Oct 07, 2025
Topicus.com
2.47%
▼ 7.91%
6
Buy
Oct 07, 2025
Uber Technologies
5.65%
▲ 8.00%
3
Sell
Oct 07, 2025
DLocal
3.45%
▲ 12.52%
3
Buy
Oct 07, 2025
Celsius Holdings
4.28%
▲ 15.52%
3
Buy
Oct 07, 2025
ODDITY Tech Ltd. Class A
1.28%
▼ 14.39%
1
Open
Oct 07, 2025
Lemonade
3%
▼ 15.43%
2
Buy
Sep 29, 2025
Rubrik, Inc. Class A
2.41%
▼ 6.58%
2
Buy
Sep 29, 2025
Hims & Hers Health
5.56%
▲ 11.45%
5
Buy
Sep 26, 2025
Shopify
▲ 47.87%
2
Close
Sep 25, 2025
Rocket Lab USA
▲ 70.12%
6
Close
Sep 25, 2025
Constellation Software
▼ 18.01%
6
Close
Sep 23, 2025
Mastercard
▲ 7.07%
4
Close
Sep 22, 2025
Nebius Group
4.9%
▲ 51.40%
4
Buy
Sep 10, 2025
Amazon
7.41%
▲ 12.01%
4
Sell
Sep 06, 2025