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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #145,279 out of 824,094 TipRanks' Investors
Success Rate
60%
70 out of 117
profitable transactions
Average Return
28.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.39%
6-Month Return▲ 24.83%
12-Month Return▲ 31.37%
YTD Return▲ 34.17%
Total Return▲ 106.81%

Best Trade

Opened at
Closed at-
Gain▲ 675.78%

Bio

balanced

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 0.73%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.59%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.10%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.35%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.35%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.12%
Sep 2025
▲ 4.43%
▼ 0.27%
▲ 2.87%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 0.73%
▲ 0.80%▼ 0.87%▲ 2.59%
▲ 11.63%▲ 6.28%▲ 6.10%
▲ 9.25%▲ 5.14%▲ 3.35%
▲ 7.60%▲ 2.30%▼ 2.35%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 5.12%
▲ 4.43%▼ 0.27%▲ 2.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dollar General
1.49%
▲ 1.80%
1
Open
Sep 24, 2025
NOS SGPS
▲ 31.26%
2
Close
Sep 04, 2025
Huya
▲ 4.39%
3
Close
Aug 26, 2025
Lamar Advertising
1.01%
▼ 3.81%
1
Open
Aug 26, 2025
Berkshire Hathaway B
9.71%
▲ 7.75%
5
Buy
Aug 04, 2025
Skyworks Solutions
▼ 42.54%
3
Close
Jun 02, 2025
Microsoft
8.68%
▲ 39.78%
4
Buy
May 07, 2025
Novo Nordisk
1.52%
▼ 11.01%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.04%
▼ 3.60%
2
Buy
Apr 09, 2025
Leonardo SpA
9.49%
▲ 302.04%
4
Sell
Mar 18, 2025
Nvidia
1.55%
▲ 58.54%
1
Open
Mar 13, 2025
McDonald's
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
2.15%
▲ 45.50%
1
Open
Mar 05, 2025
Starbucks
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.11%
▲ 73.09%
3
Open
Feb 20, 2025
Shell (UK)
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
2.79%
▲ 17.70%
3
Buy
Feb 14, 2025
Arise AB
1.22%
▼ 11.49%
3
Buy
Jan 21, 2025
Vonovia
1.64%
▼ 1.13%
1
Open
Jan 03, 2025
UnitedHealth
2.01%
▼ 28.20%
3
Buy
Dec 09, 2024