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401K - New Portfolio

[email protected]

401K
Individual Investor
Ranked #235,587 out of 823,495 TipRanks' Investors
Success Rate
62%
53 out of 85
profitable transactions
Average Return
11.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.47%
6-Month Return-
12-Month Return-
YTD Return▲ 51.20%
Total Return▲ 51.20%

Best Trade

Opened at
Closed at
Gain▲ 179.46%

Bio

Performance

14.89%0-14.89%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 14.89%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.16%
Sep 2025
▲ 3.56%
▼ 0.59%
▲ 5.89%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%▲ 4.18%
▲ 7.60%▲ 2.30%▲ 14.89%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 14.16%
▲ 3.56%▼ 0.59%▲ 5.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sagimet Biosciences, Inc. Class A
2.28%
▲ 9.38%
4
Buy
Oct 08, 2025
QuantumScape
▲ 134.95%
4
Close
Oct 08, 2025
Canaan
▲ 82.08%
3
Close
Oct 08, 2025
Baidu
▲ 24.25%
6
Close
Oct 08, 2025
Alibaba
▲ 25.21%
6
Close
Oct 08, 2025
UnitedHealth
▲ 37.35%
8
Close
Oct 08, 2025
Duolingo
▲ 3.08%
6
Close
Oct 08, 2025
Li Auto
▼ 3.47%
4
Close
Oct 08, 2025
Chipotle
3.83%
▼ 1.75%
3
Buy
Oct 08, 2025
Charter Communications
▼ 2.59%
3
Close
Oct 08, 2025
Lucid Group
▲ 0.55%
4
Close
Oct 08, 2025
Applied Materials
▲ 33.39%
2
Close
Oct 08, 2025
Strategy
▼ 6.32%
3
Close
Oct 08, 2025
Hims & Hers Health
▲ 35.31%
2
Close
Oct 08, 2025
Lululemon Athletica
9.24%
▼ 9.85%
2
Buy
Oct 08, 2025
Marvell
▲ 47.14%
2
Close
Oct 08, 2025
SharkNinja, Inc.
8.32%
▼ 0.31%
1
Open
Oct 08, 2025
Amazon
21.01%
▼ 3.92%
1
Open
Oct 08, 2025
Zillow Group Class C
4.39%
▲ 1.19%
1
Open
Oct 08, 2025
Upstart Holdings
12.23%
▼ 2.65%
1
Open
Oct 08, 2025