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New Portfolio Sep 2025 - New Portfolio

CE1D1C40

New Portfolio Sep 2025
Individual Investor
Ranked #533,804 out of 827,347 TipRanks' Investors
Success Rate
36%
8 out of 22
profitable transactions
Average Return
-2.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.42%
6-Month Return-
12-Month Return-
YTD Return▼ 2.45%
Total Return▼ 2.45%

Best Trade

Opened at
Closed at-
Gain▲ 21.18%

Bio

Performance

12.88%0-12.88%
▲ 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%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.95%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 3.78%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%▲ 0.43%
▲ 10.96%▲ 2.38%▲ 0.95%
▼ 3.50%▼ 1.72%▼ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rocket Pharmaceuticals
0%
▼ 9.88%
4
Open
Oct 24, 2025
Oscar Health
7.77%
▼ 12.71%
2
Buy
Oct 23, 2025
Capital One Financial
▼ 1.18%
2
Close
Oct 22, 2025
Hims & Hers Health
3.6%
▼ 13.55%
1
Open
Oct 22, 2025
JD
5.57%
▼ 2.41%
3
Open
Oct 22, 2025
Brag House Holdings, Inc.
▼ 6.15%
3
Close
Oct 22, 2025
Churchill Capital Corp X Class A
6.55%
▲ 10.01%
1
Open
Oct 22, 2025
Walmart
▲ 5.91%
3
Close
Oct 15, 2025
Teva Pharmaceutical
6.3%
▲ 20.19%
2
Buy
Oct 15, 2025
SoFi
2.47%
▲ 1.22%
1
Open
Oct 14, 2025
RegenXBio
3.93%
▼ 8.27%
1
Open
Oct 08, 2025
Grab
3.9%
▼ 9.00%
1
Open
Sep 29, 2025
Ford Motor
▲ 2.39%
3
Close
Sep 26, 2025
Trade Desk
6.78%
▼ 8.26%
1
Open
Sep 24, 2025
Vanguard Total Stock Market ETF
5.79%
▲ 0.89%
1
Open
Sep 23, 2025