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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #134,785 out of 799,891 TipRanks' Investors
Success Rate
72 out of 112
profitable transactions
profitable transactions
Average Return
8.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 13.52%
6-Month Return▲ 2.55%
12-Month Return▲ 15.00%
YTD Return▲ 7.98%
Total Return▼ 1.62%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.92%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.58%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 6.34%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.54%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.09%
Apr 2025
▲ 11.73%
▲ 7.27%
▲ 6.58%
May 2025
▲ 9.99%▼ 0.89%▼ 0.92%
▲ 25.97%▲ 5.96%▲ 8.58%
▲ 5.42%▼ 2.41%▼ 6.34%
▲ 6.01%▲ 2.69%▲ 3.39%
▼ 12.86%▼ 1.27%▼ 2.54%
▼ 1.80%▼ 5.57%▼ 0.54%
▲ 1.76%▼ 0.87%▲ 1.09%
▲ 11.73%▲ 7.27%▲ 6.58%
Recent Activity
U.S. Global Jets ETF
2.35%
▲ 22.15%
4
Open
Apr 25, 2025
Schwab US Dividend Equity ETF
7.66%
▲ 22.56%
2
Sell
Mar 27, 2025
CoStar Group
1.99%
▼ 4.02%
1
Open
Mar 27, 2025
TSMC
2.4%
▲ 15.01%
1
Open
Mar 27, 2025
Berkshire Hathaway B
2.01%
▼ 4.14%
1
Open
Mar 27, 2025
Global X Uranium ETF
2.3%
▲ 9.57%
1
Open
Mar 20, 2025
NICE
2.43%
▲ 16.17%
1
Open
Mar 14, 2025
Meta Platforms
―
▼ 1.58%
5
Close
Feb 20, 2025
Microsoft
2.28%
▲ 7.71%
5
Open
Jan 21, 2025
Nvidia
2.02%
▲ 7.59%
3
Open
Jan 21, 2025
Eli Lilly & Co
2.18%
▲ 2.10%
1
Open
Jan 21, 2025
ProShares Bitcoin Strategy ETF
7.36%
▲ 63.02%
5
Buy
Dec 23, 2024
Alibaba
―
▼ 16.66%
12
Close
Oct 09, 2024
AT&T
―
▲ 54.95%
3
Close
Oct 09, 2024
Visa
―
▲ 10.68%
5
Close
Sep 24, 2024
Deutsche Bank AG
―
▲ 67.24%
4
Close
Sep 24, 2024
Advanced Micro Devices
0.95%
▼ 10.19%
6
Buy
Aug 07, 2024
Rio Tinto
1.93%
▲ 6.81%
3
Buy
Jul 10, 2024
Tesla
1.77%
▲ 49.21%
5
Open
Jan 30, 2024
Invesco QQQ Trust
6.36%
▲ 36.78%
2
Buy
Jan 02, 2024