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INDIVIDUAL - New Portfolio
Nikhil
INDIVIDUALIndividual Investor
Ranked #310,665 out of 824,094 TipRanks' Investors
Success Rate
140 out of 267
profitable transactions
profitable transactions
Average Return
16.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.55%
6-Month Return▲ 29.80%
12-Month Return▲ 12.03%
YTD Return▲ 12.75%
Total Return▲ 21.23%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 8.55%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.41%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.90%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.08%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.85%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 0.05%
Oct 2025
▼ 6.38%▼ 5.57%▼ 8.55%
▲ 0.80%▼ 0.87%▲ 2.41%
▲ 11.63%▲ 6.28%▲ 3.90%
▲ 9.25%▲ 5.14%▲ 6.08%
▲ 7.60%▲ 2.30%▲ 3.23%
▲ 2.76%▲ 2.05%▲ 2.44%
▲ 12.88%▲ 3.56%▲ 2.85%
▲ 4.43%▼ 0.27%▼ 0.05%
Recent Activity
Discover Financial Services
―
▲ 52.21%
4
Close
May 16, 2025
Capital One Financial
0.34%
▲ 7.16%
1
Buy
May 16, 2025
Vanguard Total Stock Market ETF
0.29%
▲ 42.22%
3
Buy
Jun 29, 2022
Vanguard Value ETF
0.07%
▲ 27.39%
3
Buy
Jun 29, 2022
Vanguard Dividend Appreciation ETF
0.36%
▲ 35.36%
5
Buy
Jun 25, 2022
Vanguard High Dividend Yield Index ETF
0.54%
▲ 23.91%
5
Buy
Jun 25, 2022
Vanguard Total International Stock ETF
0.1%
▲ 25.28%
4
Buy
Jun 25, 2022
Fidelity Capital and Income Fund
0.03%
▼ 1.45%
8
Buy
Jun 11, 2022
Amazon
60.17%
▲ 35.15%
8
Buy
Jun 07, 2022
Fidelity Asset Manager 30%
0.13%
▼ 0.56%
7
Buy
Jun 04, 2022
Fidelity Asset Manager 20%
1.8%
▼ 1.85%
8
Buy
Jun 04, 2022
Invesco Rochester New York Municipals Fund Class A
1.19%
▼ 10.44%
9
Buy
Jun 02, 2022
Short Duration Strategic Income Fund - Investor Class
0.61%
▼ 5.61%
7
Buy
Jun 02, 2022
American Funds Ltd Term Tax-Ex Bond Fd of America Cl F-1 Shs
0.31%
▼ 2.45%
5
Buy
Jun 02, 2022
Fidelity Limited Term Municipal Income Fund
1.3%
▲ 0.48%
7
Buy
Jun 01, 2022
Fidelity Intermediate Treasury Bond Index Fund
0.48%
▼ 5.78%
7
Buy
Jun 01, 2022
Fidelity Investment Grade Bond Fund
0.28%
▼ 6.99%
5
Buy
Jun 01, 2022
Fidelity Advisor Multi-Asset Income Fund - Fidelity Multi-Asset Income Fund
0.04%
▲ 5.75%
7
Buy
Jun 01, 2022
Fidelity Short-Term Treasury Bond Index Fund
0.7%
▼ 0.37%
5
Buy
Jun 01, 2022
Fidelity Total Bond
0.23%
▼ 5.34%
8
Buy
Jun 01, 2022