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Portfolio - New Portfolio

Alex

Portfolio
Individual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
56%
115 out of 204
profitable transactions
Average Return
5.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.12%
6-Month Return▲ 34.05%
12-Month Return▲ 11.69%
YTD Return▲ 20.28%
Total Return▲ 92.49%

Best Trade

Opened at
Closed at
Gain▲ 200.50%

Bio

What you think about this portfolio?

Performance

14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▼ 6.44%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 4.39%
Mar 2025
▲ 1.11%
▼ 0.87%
▲ 2.28%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 7.08%
May 2025
▲ 10.82%
▲ 5.14%
▲ 5.92%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 6.53%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 11.44%
▲ 2.88%
▲ 4.12%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 1.65%▼ 1.27%▼ 6.44%
▼ 4.94%▼ 5.57%▼ 4.39%
▲ 1.11%▼ 0.87%▲ 2.28%
▲ 14.06%▲ 6.28%▲ 7.08%
▲ 10.82%▲ 5.14%▲ 5.92%
▲ 7.00%▲ 2.30%▲ 6.53%
▲ 2.23%▲ 2.05%▲ 4.50%
▲ 11.44%▲ 2.88%▲ 4.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Toyota Motor
▼ 2.33%
3
Close
Sep 05, 2025
SoFi
▲ 40.05%
2
Close
Aug 20, 2025
Advanced Micro Devices
▲ 13.16%
3
Close
Aug 14, 2025
Merck & Company
▼ 13.72%
3
Close
Aug 14, 2025
UnitedHealth
14.93%
▲ 22.73%
1
Open
Jul 28, 2025
Tesla
▲ 44.97%
6
Close
Jun 30, 2025
Nvidia
21.26%
▲ 23.70%
4
Sell
Jun 04, 2025
Microsoft
11.09%
▲ 54.65%
5
Sell
May 28, 2025
Apple
30.47%
▲ 25.63%
10
Buy
Apr 03, 2025
Walt Disney
▲ 28.64%
2
Close
Feb 25, 2025
InMode
▼ 27.53%
10
Close
Dec 23, 2024
Green Brick Partners
▼ 3.30%
5
Close
Dec 23, 2024
Nike
▼ 20.84%
4
Close
Dec 23, 2024
Occidental Petroleum
▲ 2.87%
11
Close
Dec 16, 2024
Crocs
▲ 15.29%
54
Close
Dec 04, 2024
Starbucks
▲ 30.89%
3
Close
Nov 12, 2024
Nano-X Imaging
▼ 37.05%
3
Close
Oct 29, 2024
Geo Group
▼ 6.60%
3
Close
Oct 29, 2024
Airbnb
▼ 3.36%
10
Close
Oct 18, 2024
Service International
▲ 11.61%
11
Close
Oct 18, 2024