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Portfolio pw - New Portfolio

easy

easy

Portfolio pw Individual Investor
Ranked #400,799 out of 882,534 TipRanks' Investors
Success Rateⓘ54%768 out of 1424
profitable transactions
Average Returnⓘ9.22%Average return
per transaction

Portfolio Gain

1-Month Returnâ–¼1.17%
6-Month Returnâ–²16.86%
12-Month Returnâ–²14.07%
YTD Returnâ–²6.90%
Total Returnâ–²97.36%

Best Trade

Opened atApr 07, 2020
Closed at-
Gainâ–²556.10%

Bio

Tactical

Performance

-16.06%0.00%16.06%Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
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 4.04%
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 6.05%â–² 6.82%â–² 5.83%â–² 8.70%â–² 0.68%â–² 5.17%â–¼ 3.08%â–¼ 0.80%

Recent Activity

Company Name% of PortfolioReturnNo. of TransactionsLast Transactionâ–¼Date
PLTRPalantir Technologies
0%0.00%1OpenOct 30, 2026
GOOGLAlphabet Class A
0%â–²1.88%5OpenOct 29, 2026
MUMicron
0%â–²126.61%8OpenOct 29, 2026
MULLGraniteShares 2x Long MU Daily ETF
0.05%â–¼14.83%10SellOct 28, 2026
SEZLSezzle Inc.
—▲5.62%2CloseOct 27, 2026
AIBNDefiance AI Infrastructure Bond ETF
—▲0.54%2CloseOct 27, 2026
BKLNInvesco Senior Loan ETF
3.11%â–²9.77%36BuyOct 26, 2026
JAAAJanus Detroit Street Trust Janus Henderson AAA CLO ETF
3.82%â–²8.13%33BuyOct 26, 2026
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF
4.24%â–²18.67%37BuyOct 26, 2026
NVDYYieldMax NVDA Option Income Strategy ETF
7.86%â–²16.64%80BuyOct 26, 2026
GDXYYieldMax Gold Miners Option Income Strategy ETF
4.11%â–¼12.46%58BuyOct 26, 2026
SPCXSpaceX
2.67%â–¼17.28%5BuyOct 26, 2026
MODModine
0.73%â–¼38.98%4SellOct 21, 2026
MDSTWestwood Salient Enhanced Midstream Income ETF
8.93%â–²3.40%13SellOct 21, 2026
SCHDSchwab US Dividend Equity ETF
0.87%â–²33.71%2BuyOct 20, 2026
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
0.87%â–²1.86%3OpenOct 20, 2026
XLVHealth Care Select Sector SPDR Fund
0.89%â–¼0.80%4OpenOct 20, 2026
TERTeradyne
—▲8.84%6CloseOct 20, 2026
MUUDirexion Daily MU Bull 2X Shares
—▲46.09%16CloseOct 20, 2026
MPMP Materials
—▼26.71%2CloseOct 20, 2026