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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #19,597 out of 822,855 TipRanks' Investors
Success Rate
73%
384 out of 529
profitable transactions
Average Return
66.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.04%
6-Month Return▲ 22.56%
12-Month Return▲ 18.75%
YTD Return▲ 19.40%
Total Return▲ 115.98%

Best Trade

Opened at
Closed at-
Gain▲ 1355.62%

Bio

my main investment

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.96%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.12%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.13%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.32%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 2.24%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.96%
▲ 0.80%▼ 0.87%▼ 1.12%
▲ 11.63%▲ 6.28%▲ 5.13%
▲ 9.25%▲ 5.14%▲ 5.32%
▲ 7.60%▲ 2.30%▲ 1.62%
▲ 2.76%▲ 2.05%▲ 2.84%
▲ 12.88%▲ 3.56%▲ 4.32%
▲ 0.54%▼ 1.98%▼ 2.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
8.18%
▲ 99.37%
28
Buy
Oct 09, 2025
International Business Machines
10.93%
▲ 105.55%
27
Buy
Oct 09, 2025
Procter & Gamble
0.21%
▼ 4.22%
4
Open
Oct 09, 2025
Coca-Cola
0.96%
▲ 6.20%
14
Buy
Oct 09, 2025
Air Products and Chemicals
0.99%
▲ 9.87%
6
Buy
Oct 09, 2025
Johnson & Johnson
0.52%
▲ 21.78%
6
Buy
Oct 09, 2025
AbbVie
2.21%
▲ 55.70%
10
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
1.01%
▲ 13.66%
7
Buy
Oct 09, 2025
Pfizer
1.51%
▼ 2.29%
7
Buy
Oct 09, 2025
Amcor
0.23%
▼ 9.29%
3
Buy
Oct 09, 2025
Celsius Holdings
1.07%
▲ 38.45%
3
Buy
Oct 09, 2025
Beam Therapeutics
0.59%
▲ 9.38%
3
Buy
Oct 09, 2025
Colgate-Palmolive
0.11%
▲ 0.19%
1
Open
Oct 09, 2025
Exodus Movement, Inc. Class A
0.41%
▼ 3.94%
1
Open
Oct 09, 2025
Protara Therapeutics
0.15%
▼ 6.95%
1
Open
Oct 09, 2025
Nvidia
18.34%
▲ 975.88%
24
Sell
Sep 30, 2025
Sapiens
▲ 44.14%
2
Close
Aug 18, 2025
Hess Midstream Partners
0.67%
▼ 21.67%
1
Open
Jul 29, 2025
SPDR S&P 500 ETF Trust
8.5%
▲ 18.57%
19
Buy
Jul 14, 2025
TSMC
2.49%
▲ 152.17%
7
Buy
Feb 27, 2025