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New Portfolio Jul 2025 - New Portfolio

BigO

New Portfolio Jul 2025
Individual Investor
Ranked #567,420 out of 821,028 TipRanks' Investors
Success Rate
56%
5 out of 9
profitable transactions
Average Return
-0.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.92%
6-Month Return-
12-Month Return-
YTD Return▼ 1.12%
Total Return▼ 1.12%

Best Trade

Opened at
Closed at-
Gain▲ 14.51%

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%
▼ 1.10%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 1.63%
Aug 2025
▲ 6.01%
▲ 3.56%
▼ 1.72%
Sep 2025
▲ 1.44%
▲ 0.34%
▲ 0.09%
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%▼ 1.10%
▼ 1.95%▲ 2.05%▲ 1.63%
▲ 6.01%▲ 3.56%▼ 1.72%
▲ 1.44%▲ 0.34%▲ 0.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Copa Holdings
▲ 1.04%
2
Close
Aug 05, 2025
T Rowe Price
14.94%
▼ 3.17%
1
Open
Aug 05, 2025
Blackstone Secured Lending Fund
13.69%
▼ 15.15%
1
Open
Jul 31, 2025
SPDR S&P Emerging Markets Dividend ETF
1.43%
▲ 2.27%
1
Open
Jul 28, 2025
JM Smucker
16.85%
▲ 0.83%
1
Open
Jul 27, 2025
Chimera Investment
16.87%
▼ 0.45%
1
Open
Jul 27, 2025
SPDR Portfolio S&P 500 High Dividend ETF
17.64%
▲ 2.67%
1
Open
Jul 27, 2025
Ares Capital
14.88%
▼ 9.37%
1
Open
Jul 27, 2025
VanEck Semiconductor ETF
3.7%
▲ 14.51%
1
Open
Jul 27, 2025