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New Portfolio Jul 2025 - New Portfolio

albdanon

New Portfolio Jul 2025
Individual Investor
Ranked #105,609 out of 821,449 TipRanks' Investors
Success Rate
84%
32 out of 38
profitable transactions
Average Return
25.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 26.67%
6-Month Return-
12-Month Return-
YTD Return▲ 34.55%
Total Return▲ 34.55%

Best Trade

Opened at
Closed at-
Gain▲ 142.20%

Bio

Performance

22.71%0-22.71%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 4.58%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 22.71%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 5.41%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 4.58%
▲ 2.76%▲ 2.05%▲ 9.02%
▲ 12.88%▲ 3.56%▲ 22.71%
▲ 1.27%▲ 0.45%▲ 5.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Roundhill Generative AI & Technology ETF
3.7%
▲ 21.02%
4
Sell
Oct 03, 2025
Merck & Company
0%
▲ 7.17%
3
Sell
Oct 03, 2025
Comstock Resources
0%
▲ 22.36%
6
Sell
Oct 02, 2025
NICE
12.17%
▲ 1.89%
3
Buy
Oct 02, 2025
iShares 20+ Year Treasury Bond ETF
47.24%
▲ 0.35%
2
Buy
Oct 02, 2025
Archer Aviation
0.68%
▲ 13.65%
1
Open
Oct 02, 2025
IShares Bitcoin Trust Registered
20.5%
▲ 11.04%
3
Buy
Sep 26, 2025
Astera Labs, Inc.
0%
▲ 32.90%
2
Buy
Sep 24, 2025
Albemarle
2.59%
▲ 8.14%
1
Open
Sep 24, 2025
Okta
10.96%
▲ 0.01%
3
Buy
Sep 19, 2025
BitMine Immersion Technologies
▲ 33.15%
2
Close
Sep 19, 2025
Pony AI Inc. Sponsored ADR
0%
▲ 64.60%
3
Sell
Sep 16, 2025
UnitedHealth
0%
▲ 23.02%
5
Sell
Sep 16, 2025
Nektar Therapeutics
0%
▲ 124.50%
3
Sell
Sep 08, 2025
International Business Machines
0%
▲ 18.97%
3
Sell
Sep 08, 2025
Intel
2.16%
▲ 49.96%
2
Sell
Sep 05, 2025
CVS Health
▲ 16.30%
2
Close
Aug 27, 2025
Lululemon Athletica
▼ 11.41%
2
Close
Aug 15, 2025
Serve Robotics Inc
0%
▲ 12.33%
1
Open
Jul 23, 2025
Oklo Inc
0%
▲ 90.17%
1
Open
Jul 23, 2025