LT
Portfolio Gain
1-Month Returnâ–¼4.35%
6-Month Return-
12-Month Return-
YTD Returnâ–¼5.79%
Total Returnâ–¼5.79%
Best Trade
Bio
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolio----â–¼ 3.29%â–² 1.82%â–¼ 1.43%â–¼ 2.93%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
CSCOCisco Systems | 6.72% | â–¼4.78% | 2 | Buy | Oct 21, 2026 | |
HBANHuntington Bancshares | 7.83% | â–¼2.73% | 3 | Sell | Oct 02, 2026 | |
AVGOBroadcom | 3.49% | â–¼9.44% | 2 | Buy | Oct 01, 2026 | |
SPGIS&P Global | 4.99% | â–²8.52% | 2 | Buy | Oct 01, 2026 | |
STRWStrawberry Fields REIT Inc | 5.76% | â–¼6.28% | 2 | Buy | Oct 01, 2026 | |
SSRMSSR Mining | — | ▲9.70% | 2 | Sell | Oct 01, 2026 | |
HWMHowmet Aerospace | 2.13% | â–¼30.47% | 1 | Buy | Aug 19, 2026 | |
GEGE Aerospace | 3.22% | â–¼18.94% | 1 | Buy | Aug 19, 2026 | |
AITApplied Industrial Technologies | 3.14% | â–¼16.72% | 1 | Buy | Aug 19, 2026 | |
LTHLife Time Group Holdings | 7.22% | â–¼0.52% | 1 | Buy | Aug 19, 2026 | |
AFRMAffirm Holdings | 7.06% | â–¼1.47% | 1 | Buy | Aug 19, 2026 | |
ECPGEncore Capital | — | ▲15.19% | 2 | Close | Aug 17, 2026 | |
ZETAZeta Global Holdings Corp | — | ▲39.62% | 2 | Close | Aug 17, 2026 | |
BBBlackBerry | 6.65% | â–¼26.27% | 1 | Buy | Jul 10, 2026 | |
GOOGLAlphabet Class A | 2.99% | â–¼21.82% | 1 | Buy | Jul 06, 2026 | |
ATIATI | 3.53% | â–¼11.34% | 1 | Buy | Jul 06, 2026 | |
DALDelta Air Lines | 4.28% | â–¼13.21% | 1 | Buy | Jul 06, 2026 | |
NVSNovartis | 5.15% | â–²1.05% | 1 | Buy | Jul 06, 2026 | |
MODModine | 2.77% | â–¼43.24% | 1 | Buy | Jul 06, 2026 | |
BLBDBlue Bird | 4.18% | â–¼25.71% | 1 | Buy | Jul 06, 2026 |