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New Portfolio - New Portfolio

wgarling2672@comcast.net

New Portfolio
Individual Investor
Ranked #637,929 out of 803,756 TipRanks' Investors
Success Rate
28%
7 out of 25
profitable transactions
Average Return
-34.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.55%
6-Month Return▲ 10.68%
12-Month Return▲ 35.97%
YTD Return▲ 13.15%
Total Return▼ 41.85%

Best Trade

Opened at
Closed at-
Gain▲ 97.08%

Bio

This portfolio is seperate from my the main portfolio that I have and that Invested According to MPT. This group of stocks that I own is put together with higher risk in mind. THe intent is to be primarily in growth and tech.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 19.00%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 0.05%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 20.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 14.21%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 6.32%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 14.06%
May 2025
▲ 3.71%
▲ 1.29%
▼ 1.13%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 19.00%
▲ 5.10%▼ 2.41%▲ 0.05%
▲ 6.03%▲ 2.69%▲ 20.58%
▼ 12.86%▼ 1.27%▼ 8.77%
▼ 1.80%▼ 5.57%▼ 14.21%
▲ 1.83%▼ 0.87%▲ 6.32%
▲ 12.21%▲ 6.28%▲ 14.06%
▲ 3.71%▲ 1.29%▼ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Evoqua Water Technologies
▲ 50.92%
2
Close
May 23, 2023
Xylem
4.76%
▲ 23.82%
1
Open
May 23, 2023
JPMorgan Chase
4.76%
▲ 97.08%
1
Open
Apr 30, 2023
Realnetworks
▼ 44.27%
2
Close
Dec 21, 2022
Schrodinger
4.76%
▼ 51.79%
1
Open
Nov 17, 2021
CrowdStrike Holdings
4.76%
▲ 78.15%
1
Open
Nov 17, 2021
Opendoor Technologies
▼ 6.91%
2
Close
Nov 17, 2021
Aehr Test Systems
▲ 15.77%
2
Close
Nov 11, 2021
Cloudflare
4.76%
▼ 0.53%
1
Open
Oct 19, 2021
Advanced Micro Devices
4.76%
▲ 7.88%
1
Open
Aug 11, 2021
Roku
4.76%
▼ 84.48%
1
Open
Jul 26, 2021
Atomera
4.76%
▼ 70.59%
1
Open
Jul 26, 2021
Vuzix
4.76%
▼ 79.74%
1
Open
Jul 26, 2021
UiPath
4.76%
▼ 80.38%
1
Open
Jul 26, 2021
Magnite
4.76%
▼ 45.44%
1
Open
Jul 26, 2021
DraftKings
4.76%
▼ 25.84%
1
Open
Jul 26, 2021
Marvell
4.76%
▲ 15.77%
1
Open
Jul 26, 2021
fuboTV
4.76%
▼ 88.22%
1
Open
Jul 26, 2021
Stoneco
4.76%
▼ 75.80%
1
Open
Jul 26, 2021
Fulgent Genetics
4.76%
▼ 77.52%
1
Open
Jul 26, 2021