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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #453,062 out of 822,163 TipRanks' Investors
Success Rate
50%
3 out of 6
profitable transactions
Average Return
27.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.05%
6-Month Return-
12-Month Return-
YTD Return▲ 16.34%
Total Return▲ 16.34%

Best Trade

Opened at
Closed at-
Gain▲ 136.31%

Bio

personal/taxable

Performance

14.91%0-14.91%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 6.44%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 14.91%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.40%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 10.82%
Sep 2025
▲ 4.95%
▲ 0.44%
▲ 13.57%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%▼ 6.44%
▲ 9.25%▲ 5.14%▲ 0.40%
▲ 7.60%▲ 2.30%▲ 14.91%
▲ 2.76%▲ 2.05%▲ 6.40%
▲ 12.88%▲ 3.56%▼ 10.82%
▲ 4.95%▲ 0.44%▲ 13.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CEA Industries
2.83%
▼ 52.38%
1
Buy
Aug 21, 2025
Insmed
4.5%
▲ 56.84%
1
Buy
Jul 24, 2025
Bentley Systems
2.92%
▼ 1.52%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
5.89%
▲ 136.31%
1
Buy
May 19, 2025
Airship AI Holdings
3.66%
▲ 55.53%
1
Buy
May 13, 2025
Aurora Innovation
3%
▼ 29.96%
1
Buy
May 12, 2025