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Individual - TOD - New Portfolio

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Individual - TOD
Individual Investor
Ranked #281,799 out of 823,645 TipRanks' Investors
Success Rate
59%
686 out of 1165
profitable transactions
Average Return
9.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.63%
6-Month Return-
12-Month Return-
YTD Return▲ 27.99%
Total Return▲ 27.99%

Best Trade

Opened at
Closed at-
Gain▲ 500.48%

Bio

Balanaced with a little edge

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.47%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.95%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.49%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.51%
Sep 2025
▲ 2.37%
▼ 0.15%
▲ 3.86%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%▲ 0.47%
▲ 9.25%▲ 5.14%▲ 1.95%
▲ 7.60%▲ 2.30%▲ 5.14%
▲ 2.76%▲ 2.05%▲ 4.49%
▲ 12.88%▲ 3.56%▲ 9.51%
▲ 2.37%▼ 0.15%▲ 3.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Planet Labs PBC
▲ 126.10%
7
Close
Oct 16, 2025
Kura Oncology
▲ 29.81%
10
Sell
Oct 15, 2025
Palantir Technologies
1.07%
▲ 13.34%
25
Buy
Oct 14, 2025
Palo Alto Networks
0.51%
▲ 2.08%
26
Sell
Oct 14, 2025
JetBlue Airways
0.58%
▼ 8.74%
25
Buy
Oct 14, 2025
Roblox
0.57%
▲ 16.22%
24
Buy
Oct 14, 2025
Coinbase Global
0.68%
▼ 0.74%
24
Buy
Oct 14, 2025
Hims & Hers Health
0.62%
▲ 4.74%
29
Buy
Oct 14, 2025
L3Harris Technologies
1.56%
▲ 6.70%
24
Buy
Oct 14, 2025
Cigna
1.04%
▼ 7.97%
25
Sell
Oct 14, 2025
Peloton Interactive
1.1%
▲ 16.40%
26
Buy
Oct 14, 2025
Powell Industries
0.55%
▲ 19.70%
26
Buy
Oct 14, 2025
Day One Biopharmaceuticals
0.19%
▼ 11.32%
14
Buy
Oct 14, 2025
UnitedHealth
2.13%
▲ 35.29%
19
Sell
Oct 14, 2025
General Dynamics
1.56%
▲ 28.00%
25
Buy
Oct 14, 2025
Delta Air Lines
1.67%
▲ 8.52%
25
Sell
Oct 14, 2025
BlackRock
2.19%
▲ 7.96%
24
Buy
Oct 14, 2025
American Express
1.62%
▼ 8.22%
26
Buy
Oct 14, 2025
Lemonade
2.2%
▲ 27.84%
27
Buy
Oct 14, 2025
Upstart Holdings
3.18%
▼ 22.10%
26
Buy
Oct 14, 2025