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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #156,126 out of 827,859 TipRanks' Investors
Success Rate
64%
56 out of 87
profitable transactions
Average Return
21.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.77%
6-Month Return▲ 33.30%
12-Month Return▲ 28.80%
YTD Return▲ 30.71%
Total Return▲ 61.08%

Best Trade

Opened at
Closed at-
Gain▲ 308.53%

Bio

US Stock

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 5.65%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 4.98%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.75%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.41%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.43%
Oct 2025
▼ 1.52%
▼ 0.09%
▲ 2.25%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 5.65%
▲ 11.64%▲ 6.28%▲ 4.98%
▲ 9.25%▲ 5.14%▲ 9.75%
▲ 7.60%▲ 2.30%▲ 3.37%
▲ 2.76%▲ 2.05%▲ 6.41%
▲ 12.88%▲ 3.56%▲ 10.13%
▲ 10.96%▲ 2.38%▲ 1.43%
▼ 1.52%▼ 0.09%▲ 2.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
2.31%
▲ 2.43%
1
Open
Nov 03, 2025
Merck & Company
2.74%
▲ 10.26%
1
Open
Nov 03, 2025
Baidu
2.65%
▲ 2.50%
6
Sell
Oct 13, 2025
Alphabet Class A
2.92%
▲ 127.41%
4
Sell
Oct 13, 2025
Bank of America
2.15%
▲ 70.67%
2
Sell
Oct 13, 2025
Goldman Sachs Group
2.44%
▲ 2.99%
1
Open
Oct 13, 2025
Smith & Wesson Brands
▼ 44.64%
4
Close
Oct 08, 2025
S&P Global
3%
▲ 3.17%
1
Open
Oct 08, 2025
Vertex Pharmaceuticals
2.59%
▲ 1.92%
1
Open
Oct 08, 2025
Apple
5.53%
▲ 308.53%
3
Sell
Oct 01, 2025
Nvidia
3.88%
▲ 178.26%
2
Sell
Oct 01, 2025
TSMC
2.34%
▲ 0.94%
1
Open
Oct 01, 2025
Plug Power
▼ 58.99%
4
Close
Sep 23, 2025
Johnson & Johnson
▲ 14.02%
2
Close
Sep 23, 2025
Gilead Sciences
▲ 3.08%
2
Close
Sep 23, 2025
Oracle
1.9%
▼ 24.62%
1
Open
Sep 23, 2025
UnitedHealth
1.97%
▲ 7.19%
1
Open
Aug 22, 2025
Intel
▼ 40.83%
4
Close
Jul 24, 2025
Amgen
2.72%
▲ 16.47%
1
Open
Jul 07, 2025
Exelixis
1.73%
▼ 2.68%
1
Open
Jul 07, 2025