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Leo's - New Portfolio

Leo's
Individual Investor
Ranked #335,854 out of 823,066 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
28.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.30%
6-Month Return-
12-Month Return-
YTD Return▲ 26.73%
Total Return▲ 26.73%

Best Trade

Opened at
Closed at-
Gain▲ 76.76%

Bio

TEC, Diversification, Early Retirement

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.03%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.59%
Sep 2025
▲ 0.54%
▼ 0.47%
▼ 0.29%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%▲ 8.03%
▲ 9.25%▲ 5.14%▲ 8.31%
▲ 7.60%▲ 2.30%▲ 1.05%
▲ 2.76%▲ 2.05%▲ 0.85%
▲ 12.88%▲ 3.56%▲ 6.59%
▲ 0.54%▼ 0.47%▼ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity MSCI Information Technology Index ETF
12.5%
▲ 35.68%
1
Open
May 06, 2025
Microsoft
12.5%
▲ 19.05%
1
Open
May 06, 2025
Nvidia
12.5%
▲ 65.88%
1
Open
May 06, 2025
Palo Alto Networks
12.5%
▲ 13.03%
1
Open
May 06, 2025
Rivian Automotive
12.5%
▼ 3.26%
1
Open
May 06, 2025
Starbucks
12.5%
▼ 2.00%
1
Open
May 06, 2025
SPDR Portfolio S&P 500 ETF
12.5%
▲ 19.37%
1
Open
May 06, 2025
TSMC
12.5%
▲ 76.76%
1
Open
May 06, 2025