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My Current Portfolio - New Portfolio

BKJ

My Current Portfolio
Individual Investor
Ranked #423,981 out of 799,733 TipRanks' Investors
Success Rate
44%
17 out of 39
profitable transactions
Average Return
5.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.78%
6-Month Return▼ 12.94%
12-Month Return▼ 11.18%
YTD Return▼ 14.05%
Total Return▲ 2.59%

Best Trade

Opened at
Closed at
Gain▲ 210.52%

Bio

Risk averse, aggressive and built for 5 yrs into the future

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.07%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.62%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.87%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 0.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.60%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.73%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 12.95%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.07%
▲ 25.97%▲ 5.96%▲ 10.62%
▲ 5.41%▼ 2.41%▼ 6.87%
▲ 6.02%▲ 2.69%▲ 0.78%
▼ 12.86%▼ 1.27%▼ 11.19%
▼ 1.80%▼ 5.57%▼ 12.60%
▲ 1.76%▼ 0.87%▼ 2.73%
▲ 14.92%▲ 7.15%▲ 12.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Datadog
▲ 39.16%
3
Close
Feb 04, 2025
MongoDB
▼ 20.65%
3
Close
Feb 04, 2025
Denali Therapeutics
▼ 58.59%
3
Close
Feb 04, 2025
Teva Pharmaceutical
▲ 73.23%
3
Close
Feb 04, 2025
Teladoc
▼ 93.56%
3
Close
Feb 04, 2025
GE Aerospace
▲ 209.16%
3
Close
Feb 04, 2025
Intellia Therapeutics
▼ 90.79%
3
Close
Feb 04, 2025
Occidental Petroleum
0%
▲ 77.61%
3
Sell
Feb 04, 2025
T Mobile US
▲ 80.59%
3
Close
Feb 04, 2025
Quanterix
▼ 85.58%
3
Close
Feb 04, 2025
Apple
▲ 67.19%
3
Close
Feb 04, 2025
Affirm Holdings
▼ 26.55%
3
Close
Feb 04, 2025
GE Healthcare Technologies Inc
▲ 44.15%
2
Close
Feb 04, 2025
PayPal Holdings
0%
▼ 7.13%
1
Open
Feb 04, 2025
Intuitive Machines
0%
▼ 42.72%
1
Open
Feb 04, 2025
Rocket Lab USA
0%
▼ 10.84%
1
Open
Feb 04, 2025
Paysafe
0%
▼ 35.29%
1
Open
Feb 04, 2025
Planet Labs PBC
0%
▼ 39.07%
1
Open
Feb 04, 2025
Twitter
▼ 16.69%
3
Close
Oct 27, 2022
Anaplan
▲ 1.25%
3
Close
Jun 22, 2022