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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #17,125 out of 805,489 TipRanks' Investors
Success Rate
72%
367 out of 507
profitable transactions
Average Return
57.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.47%
6-Month Return▲ 10.04%
12-Month Return▲ 21.91%
YTD Return▲ 11.04%
Total Return▲ 100.86%

Best Trade

Opened at
Closed at-
Gain▲ 1131.88%

Bio

my main investment

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.16%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.00%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.91%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.96%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.12%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.13%
May 2025
▲ 2.39%
▲ 3.31%
▲ 4.38%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.16%
▲ 5.10%▼ 2.41%▼ 3.00%
▲ 6.03%▲ 2.69%▲ 3.91%
▼ 12.86%▼ 1.27%▲ 1.49%
▼ 1.80%▼ 5.57%▼ 2.96%
▲ 1.83%▼ 0.87%▼ 1.12%
▲ 12.21%▲ 6.28%▲ 5.13%
▲ 2.39%▲ 3.31%▲ 4.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR S&P 500 ETF Trust
6.49%
▲ 11.78%
18
Buy
Jun 18, 2025
Celsius Holdings
0.44%
▲ 66.80%
1
Open
Mar 10, 2025
TSMC
2.23%
▲ 100.75%
7
Buy
Feb 27, 2025
Amdocs
▲ 9.53%
3
Close
Feb 26, 2025
Walgreens Boots Alliance
▼ 17.14%
6
Close
Feb 13, 2025
iShares Russell 2000 ETF
▲ 4.27%
2
Close
Feb 11, 2025
Nvidia
24.9%
▲ 810.55%
23
Sell
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.23%
▲ 15.35%
3
Buy
Dec 23, 2024
Pfizer
1.27%
▼ 6.11%
6
Buy
Dec 12, 2024
Verizon
1.01%
▲ 13.15%
18
Buy
Dec 02, 2024
AbbVie
1.71%
▲ 30.07%
9
Buy
Nov 11, 2024
3M
1.57%
▲ 64.88%
6
Buy
Nov 05, 2024
International Business Machines
9.61%
▲ 122.90%
25
Buy
Nov 05, 2024
Coca-Cola
0.56%
▲ 7.93%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
0.96%
▲ 13.97%
6
Buy
Nov 05, 2024
Chevron
4.64%
▲ 22.38%
20
Buy
Sep 09, 2024
Amcor
0.13%
▼ 2.37%
2
Buy
Sep 09, 2024
Walmart
0.32%
▲ 34.03%
3
Buy
Sep 03, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Vertiv Holdings
0.4%
▲ 31.04%
2
Buy
Jun 20, 2024