Brokerage - New Portfolio
Portfolio Gain
1-Month Returnâ–¼6.48%
6-Month Returnâ–¼7.06%
12-Month Returnâ–²0.43%
YTD Returnâ–²4.03%
Total Returnâ–²95.49%
Best Trade
Bio
Ira
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 6.00%â–² 14.34%â–² 2.96%â–¼ 3.51%â–¼ 2.05%â–² 5.98%â–¼ 3.70%â–¼ 6.21%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
ISRGIntuitive Surgical | 1.27% | â–¼19.23% | 6 | Buy | Oct 26, 2026 | |
NVDANvidia | 8.59% | â–²49.40% | 51 | Buy | Oct 22, 2026 | |
GOOGAlphabet Class C | 9.12% | â–²26.41% | 55 | Buy | Oct 21, 2026 | |
AVGOBroadcom | 9.8% | â–²226.30% | 54 | Buy | Oct 21, 2026 | |
SCHDSchwab US Dividend Equity ETF | — | ▼0.28% | 26 | Sell | Oct 20, 2026 | |
SCHGSchwab U.S. Large-Cap Growth ETF | — | ▼7.43% | 15 | Close | Oct 20, 2026 | |
ASMLASML Holding | 3.29% | â–²7.09% | 32 | Buy | Oct 20, 2026 | |
VOOVanguard S&P 500 ETF | — | ▼1.71% | 6 | Sell | Oct 20, 2026 | |
UBERUber Technologies | 1.12% | â–¼6.37% | 24 | Buy | Oct 19, 2026 | |
COSTCostco | 0.8% | â–²35.69% | 29 | Buy | Oct 16, 2026 | |
TSMTSMC | 1.97% | â–²31.02% | 29 | Buy | Oct 16, 2026 | |
NEMNewmont Mining | 1.27% | â–²18.53% | 16 | Buy | Oct 16, 2026 | |
NFLXNetflix | — | ▲14.60% | 42 | Close | Oct 16, 2026 | |
KRKNFKraken Robotics Systems Inc | 0.28% | â–¼42.39% | 5 | Buy | Oct 16, 2026 | |
KYMRKymera Therapeutics | 0.5% | â–²20.92% | 1 | Buy | Oct 16, 2026 | |
NRIXNurix Therapeutics | 0.64% | â–²8.11% | 1 | Buy | Oct 16, 2026 | |
AMZNAmazon | 8.81% | â–²19.55% | 56 | Buy | Oct 15, 2026 | |
CRMSalesforce | 0.81% | â–²2.78% | 29 | Buy | Oct 15, 2026 | |
SNDKSanDisk Corp | 0.6% | â–¼13.62% | 1 | Buy | Oct 15, 2026 | |
AXPAmerican Express | — | ▼7.25% | 2 | Close | Oct 14, 2026 |