Portfolio 1 - New Portfolio
Portfolio Gain
1-Month Returnâ–¼7.41%
6-Month Returnâ–²1.20%
12-Month Returnâ–²11.85%
YTD Returnâ–²14.84%
Total Returnâ–²118.29%
Best Trade
Bio
This is a growth portfolio with a 3% dividend. While tech heavy I don’t hesitate buying in any sector. The semi heavy emphasis of the years past is now pivoting to Alternative Energy/EV/Infrastructure/space. It is oil and shipping heavy temporarily.
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 Portfolioâ–¼ 4.02%â–² 13.06%â–² 3.61%â–¼ 2.30%â–² 0.25%â–² 7.19%â–² 0.75%â–¼ 7.14%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
BEBloom Energy | 0.07% | â–¼1.21% | 6 | Open | Oct 23, 2026 | |
CRWVCoreWeave | 0.44% | â–²1.85% | 7 | Buy | Oct 23, 2026 | |
PLDPrologis | 0.45% | â–²6.59% | 11 | Buy | Oct 19, 2026 | |
IRENIREN | — | ▼53.15% | 3 | Close | Oct 16, 2026 | |
PAGPPlains GP Holdings | 0.4% | â–²8.68% | 4 | Buy | Oct 16, 2026 | |
SHIPSeanergy Maritime | — | ▲5.72% | 9 | Close | Oct 15, 2026 | |
STRLSterling Infrastructure | 0.92% | â–²94.51% | 15 | Buy | Oct 14, 2026 | |
CRWDCrowdStrike Holdings | 1.78% | â–²83.07% | 21 | Buy | Oct 07, 2026 | |
MRPMillrose Properties Inc Class A | 0.45% | â–¼3.19% | 4 | Buy | Oct 05, 2026 | |
ACRSAclaris Therapeutics | 0.2% | â–¼28.41% | 8 | Buy | Oct 01, 2026 | |
MFGMizuho Financial | 0.05% | â–²110.10% | 14 | Sell | Sep 30, 2026 | |
ORANYOrange SA | — | ▲13.20% | 9 | Close | Sep 23, 2026 | |
ALIZYAllianz SE Unsponsored ADR | — | ▲18.67% | 12 | Close | Sep 23, 2026 | |
POWLPowell Industries | 1.11% | â–²189.29% | 9 | Sell | Sep 04, 2026 | |
PSXPhillips 66 | 0.2% | â–²43.30% | 10 | Buy | Aug 24, 2026 | |
CVECenovus Energy | 0.46% | â–²2.06% | 12 | Buy | Aug 19, 2026 | |
ELAEnvela | 0.24% | â–¼16.71% | 9 | Sell | Aug 18, 2026 | |
MSFTMicrosoft | 1.25% | â–²55.09% | 14 | Buy | Aug 12, 2026 | |
DACDanaos | — | ▲221.93% | 7 | Close | Aug 06, 2026 | |
GCTGigaCloud Technology, Inc. Class A | 0.36% | â–²60.82% | 19 | Sell | Jul 29, 2026 |