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New Portfolio Jul 2025 - New Portfolio

New Portfolio Jul 2025
Individual Investor
Ranked #392,323 out of 821,028 TipRanks' Investors
Success Rate
56%
34 out of 61
profitable transactions
Average Return
8.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.14%
6-Month Return-
12-Month Return-
YTD Return▲ 9.31%
Total Return▲ 9.31%

Best Trade

Opened at
Closed at-
Gain▲ 95.61%

Bio

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
Mar 2025
▼ 3.50%
▼ 0.87%
Apr 2025
▲ 7.77%
▲ 6.28%
May 2025
▲ 2.59%
▲ 5.14%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 1.74%
Jul 2025
▼ 1.95%
▲ 2.05%
▼ 0.53%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 6.75%
Sep 2025
▲ 1.44%
▲ 0.34%
▲ 1.18%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%
▼ 3.50%▼ 0.87%
▲ 7.77%▲ 6.28%
▲ 2.59%▲ 5.14%
▲ 22.60%▲ 2.30%▲ 1.74%
▼ 1.95%▲ 2.05%▼ 0.53%
▲ 6.01%▲ 3.56%▲ 6.75%
▲ 1.44%▲ 0.34%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CommScope Holding
▲ 1.71%
2
Close
Aug 15, 2025
Canadian Natural
▼ 4.50%
3
Close
Aug 11, 2025
LandBridge Company LLC Class A
1.42%
▲ 8.72%
2
Buy
Aug 11, 2025
Canadian Natural
0.84%
▲ 7.56%
1
Open
Aug 11, 2025
AllianceBernstein
2.46%
▼ 8.74%
2
Buy
Aug 10, 2025
TSMC
3.7%
▲ 19.57%
2
Buy
Aug 10, 2025
Laurentian Bank
▲ 3.48%
2
Close
Aug 10, 2025
Super Micro Computer
0.67%
▲ 7.83%
2
Buy
Aug 10, 2025
Cohen & Steers REIT and Preferred and Income Fund Inc
9.9%
▲ 1.02%
2
Buy
Aug 10, 2025
Prologis
▼ 5.14%
2
Close
Aug 10, 2025
Pfizer
3.31%
▲ 9.94%
2
Buy
Aug 10, 2025
Opera
1.35%
▲ 19.19%
2
Buy
Aug 10, 2025
Nvidia
7.16%
▲ 5.31%
2
Buy
Aug 10, 2025
NewLake Capital Partners
0.68%
▼ 3.31%
2
Buy
Aug 10, 2025
MPLX
8.4%
▼ 1.16%
2
Buy
Aug 10, 2025
IShares Bitcoin Trust Registered
0.43%
▼ 1.35%
2
Buy
Aug 10, 2025
HASI
▼ 7.80%
2
Close
Aug 10, 2025
Energy Transfer
9.7%
▼ 1.64%
2
Buy
Aug 10, 2025
Enterprise Products Partners
7.42%
▼ 0.13%
2
Buy
Aug 10, 2025
Clearway Energy
0.81%
▼ 0.70%
2
Buy
Aug 10, 2025