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New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #411,037 out of 804,211 TipRanks' Investors
Success Rate
44%
623 out of 1422
profitable transactions
Average Return
10.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.60%
6-Month Return▼ 7.07%
12-Month Return▲ 26.26%
YTD Return▼ 6.42%
Total Return▼ 21.65%

Best Trade

Opened at
Closed at-
Gain▲ 1665.04%

Bio

I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 19.00%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 3.35%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 24.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 3.06%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.38%
May 2025
▲ 4.89%
▲ 1.38%
▲ 5.31%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 19.00%
▲ 5.10%▼ 2.41%▲ 3.35%
▲ 6.03%▲ 2.69%▲ 1.79%
▼ 12.86%▼ 1.27%▼ 24.07%
▼ 1.80%▼ 5.57%▼ 4.14%
▲ 1.83%▼ 0.87%▲ 3.06%
▲ 12.21%▲ 6.28%▲ 16.38%
▲ 4.89%▲ 1.38%▲ 5.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Marathon Digital Holdings
0%
▼ 20.62%
24
Sell
Jun 18, 2025
Baker Hughes Company
0%
▲ 19.88%
8
Sell
Jun 18, 2025
Permian Basin
0.28%
▼ 8.00%
21
Buy
Jun 18, 2025
Consolidated Water Co
0.66%
▲ 10.27%
10
Buy
Jun 18, 2025
Tetra Technologies
0.18%
▲ 7.24%
2
Buy
Jun 17, 2025
Aris Water Solutions
0%
▲ 6.24%
3
Open
Jun 15, 2025
Recursion Pharmaceuticals
0%
▼ 12.99%
4
Open
Jun 15, 2025
Innodata
0%
▼ 2.29%
1
Open
Jun 15, 2025
Carnival
0%
▲ 10.11%
4
Sell
Jun 13, 2025
Aurora Innovation
0%
▼ 17.75%
4
Sell
Jun 13, 2025
BigBearai Holdings
0.28%
▼ 3.45%
20
Buy
Jun 13, 2025
Draganfly
0.35%
▼ 17.58%
17
Buy
Jun 13, 2025
Rocket Lab USA
0.86%
▲ 231.96%
12
Buy
Jun 13, 2025
Arcos Dorados Holdings
0%
▼ 3.29%
5
Sell
Jun 13, 2025
Quantum Computing
0.38%
▲ 33.24%
16
Buy
Jun 12, 2025
BWX Technologies
1.66%
▲ 16.68%
10
Buy
Jun 12, 2025
D-Wave Quantum
0.3%
▲ 804.48%
16
Sell
Jun 12, 2025
Planet Labs PBC
0.18%
▼ 14.11%
8
Buy
Jun 11, 2025
iShares Silver Trust
0%
▲ 1.45%
8
Open
Jun 11, 2025
YieldMax TSLA Option Income Strategy ETF
0.31%
▲ 13.64%
31
Buy
Jun 11, 2025