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New Portfolio - New Portfolio

Daniel

New Portfolio
Individual Investor
Ranked #227,992 out of 821,200 TipRanks' Investors
Success Rate
63%
181 out of 289
profitable transactions
Average Return
10.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.81%
6-Month Return▼ 4.92%
12-Month Return▼ 4.63%
YTD Return▼ 8.48%
Total Return▲ 45.07%

Best Trade

Opened at
Closed at
Gain▲ 188.84%

Bio

Large Cap, ETF

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 6.24%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 13.57%
Apr 2025
▲ 7.77%
▲ 6.28%
▼ 11.20%
May 2025
▲ 2.59%
▲ 5.14%
▲ 7.24%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 0.80%
Jul 2025
▼ 1.95%
▲ 2.05%
▼ 2.47%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 13.63%
Sep 2025
▲ 2.08%
▲ 0.46%
▲ 1.37%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 6.24%
▼ 3.50%▼ 0.87%▼ 13.57%
▲ 7.77%▲ 6.28%▼ 11.20%
▲ 2.59%▲ 5.14%▲ 7.24%
▲ 22.60%▲ 2.30%▲ 0.80%
▼ 1.95%▲ 2.05%▼ 2.47%
▲ 6.01%▲ 3.56%▲ 13.63%
▲ 2.08%▲ 0.46%▲ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares MSCI Israel ETF
34.81%
▲ 8.56%
1
Open
Jun 26, 2025
Oracle
37.48%
▲ 34.43%
1
Open
Jun 24, 2025
Microsoft
▲ 17.12%
12
Close
Apr 04, 2025
Meta Platforms
▲ 44.21%
8
Close
Apr 04, 2025
IShares Bitcoin Trust Registered
▼ 5.15%
3
Close
Apr 04, 2025
WisdomTree Cocoa
▼ 26.15%
2
Close
Feb 21, 2025
Salesforce
▲ 2.44%
8
Close
Nov 19, 2024
Invesco S&P 500 Equal Weight Technology ETF
▲ 27.39%
3
Close
Nov 18, 2024
Amazon
▲ 9.80%
8
Close
Nov 18, 2024
Citigroup
▲ 25.13%
7
Close
Nov 18, 2024
Wells Fargo
▲ 68.83%
8
Close
Nov 18, 2024
JD
▼ 42.03%
2
Close
Nov 18, 2024
Intel
▼ 52.69%
2
Close
Nov 18, 2024
U.S. Global Jets ETF
▲ 3.64%
3
Close
Nov 18, 2024
JPMorgan Chase
▲ 12.18%
6
Close
Nov 18, 2024
iShares MSCI Mexico ETF
▼ 8.92%
4
Close
Nov 18, 2024
iShares Cybersecurity & Tech ETF
▲ 20.66%
3
Close
Nov 18, 2024
Walt Disney
▼ 11.37%
10
Close
Nov 18, 2024
iShares MSCI Emerging Markets ETF
▼ 9.24%
5
Close
Nov 18, 2024
Bank of America
▲ 34.72%
9
Close
Nov 18, 2024