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New Portfolio - New Portfolio

[email protected]

New Portfolio
Individual Investor
Ranked #8,659 out of 821,453 TipRanks' Investors
Success Rate
73%
206 out of 284
profitable transactions
Average Return
115.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.23%
6-Month Return▲ 46.28%
12-Month Return▲ 23.81%
YTD Return▲ 25.13%
Total Return▲ 256.96%

Best Trade

Opened at
Closed at-
Gain▲ 3545.23%

Bio

Buy businesses you want to own for years.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.98%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.60%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.25%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.70%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.75%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 1.46%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.91%
▲ 0.80%▼ 0.87%▼ 2.98%
▲ 11.63%▲ 6.28%▲ 8.60%
▲ 9.25%▲ 5.14%▲ 6.40%
▲ 7.60%▲ 2.30%▲ 3.25%
▲ 2.76%▲ 2.05%▲ 4.70%
▲ 12.88%▲ 3.56%▲ 4.75%
▲ 1.27%▲ 0.45%▲ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rubrik, Inc. Class A
0.09%
▼ 3.21%
2
Buy
Sep 24, 2025
Johnson & Johnson
▲ 87.67%
4
Close
Sep 19, 2025
SiTime Corporation
0.33%
▲ 33.04%
2
Sell
Aug 26, 2025
Dow Inc
▼ 34.69%
4
Close
Aug 19, 2025
Symbotic
0.07%
▲ 34.83%
1
Open
Aug 19, 2025
V2X
0%
▲ 84.70%
3
Sell
Aug 13, 2025
Genmab
0%
▼ 21.53%
2
Sell
Jul 08, 2025
Tesla
▲ 92.88%
6
Close
Jul 08, 2025
Nebius Group
0%
▲ 255.30%
1
Open
Jun 02, 2025
Vanguard Dividend Appreciation ETF
0.24%
▲ 17.68%
4
Buy
May 21, 2025
Bion Environmental Technologies
0%
▼ 87.20%
2
Sell
May 06, 2025
Vertiv Holdings
0.52%
▲ 84.36%
1
Open
Apr 25, 2025
Deutsche Telekom
0.37%
▲ 103.79%
5
Sell
Apr 03, 2025
Patria Investments
0%
▲ 12.43%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.44%
▲ 18.13%
2
Buy
Dec 17, 2024
Corning
0.09%
▲ 374.37%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.22%
▲ 110.91%
1
Open
Nov 19, 2024
Intelligent Alpha Atlas ETF
0.32%
▲ 13.11%
2
Buy
Oct 11, 2024
Topgolf Callaway Brands
▼ 37.26%
5
Close
Sep 05, 2024
Fanuc
▼ 31.80%
6
Close
Aug 30, 2024