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New Portfolio Aug 2025 - New Portfolio
Moshe Simon
New Portfolio Aug 2025Individual Investor
Ranked #120,188 out of 823,864 TipRanks' Investors
Success Rate
55 out of 71
profitable transactions
profitable transactions
Average Return
7.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.76%
6-Month Return-
12-Month Return-
YTD Return▲ 7.62%
Total Return▲ 7.62%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 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%
―
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.25%
Sep 2025
▲ 4.43%
▼ 0.83%
▲ 0.45%
Oct 2025
▼ 6.38%▼ 5.57%―
▲ 0.80%▼ 0.87%―
▲ 11.63%▲ 6.28%―
▲ 9.25%▲ 5.14%―
▲ 7.60%▲ 2.30%―
▲ 2.76%▲ 2.05%▲ 1.80%
▲ 12.88%▲ 3.56%▲ 5.25%
▲ 4.43%▼ 0.83%▲ 0.45%
Recent Activity
Novavax
0%
▲ 8.86%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 8.48%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▼ 7.22%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▼ 5.61%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 4.65%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 13.78%
1
Open
Aug 25, 2025
Apple
2.35%
▲ 7.33%
1
Open
Aug 19, 2025
Microsoft
4.14%
▲ 0.53%
1
Open
Aug 19, 2025
Netflix
1.78%
▼ 2.52%
1
Open
Aug 19, 2025
ServiceNow
0.16%
▲ 0.87%
1
Open
Aug 19, 2025
Insight Enterprises
0.6%
▼ 17.52%
1
Open
Aug 19, 2025
Nvidia
0.79%
▲ 3.52%
1
Open
Aug 19, 2025
Old Dominion Freight
0.49%
▼ 10.62%
1
Open
Aug 19, 2025
Oracle
1.64%
▲ 33.64%
1
Open
Aug 19, 2025
Palantir Technologies
1.25%
▲ 12.91%
1
Open
Aug 19, 2025
Eplus
1.05%
▼ 0.82%
1
Open
Aug 19, 2025
Qualcomm
0.35%
▲ 5.61%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.38%
▲ 5.82%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.36%
▲ 3.71%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.07%
▲ 2.23%
1
Open
Aug 19, 2025