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New Portfolio - New Portfolio

Nic Daniel’s

New Portfolio
Individual Investor
Ranked #24,114 out of 821,666 TipRanks' Investors
Success Rate
65%
56 out of 86
profitable transactions
Average Return
99.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return▲ 52.94%
12-Month Return▲ 34.28%
YTD Return▲ 23.68%
Total Return▲ 62.03%

Best Trade

Opened at
Closed at-
Gain▲ 1353.29%

Bio

Diverse

Performance

13.89%0-13.89%
▼ 6.38%
▼ 5.57%
▼ 7.76%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.15%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 13.89%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.82%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.01%
Sep 2025
▲ 4.95%
▲ 0.44%
▼ 0.18%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.76%
▲ 0.80%▼ 0.87%▲ 2.15%
▲ 11.63%▲ 6.28%▲ 13.89%
▲ 9.25%▲ 5.14%▲ 7.82%
▲ 7.60%▲ 2.30%▲ 5.62%
▲ 2.76%▲ 2.05%▼ 0.67%
▲ 12.88%▲ 3.56%▲ 4.01%
▲ 4.95%▲ 0.44%▼ 0.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ford Motor
▲ 5.02%
2
Close
Jun 27, 2025
Exxon Mobil
▲ 4.65%
2
Close
Jun 27, 2025
Chevron
▲ 25.54%
5
Close
May 19, 2025
GE Healthcare Technologies Inc
▲ 4.01%
3
Close
May 19, 2025
PayPal Holdings
▼ 9.12%
2
Close
May 19, 2025
PepsiCo
▼ 17.31%
3
Close
May 19, 2025
Energy Select Sector SPDR Fund
▲ 0.91%
2
Close
May 19, 2025
Sphere 3D
▼ 69.76%
4
Close
May 19, 2025
GE Vernova Inc.
26.26%
▲ 35.13%
1
Open
May 19, 2025
GE Aerospace
12.09%
▲ 27.09%
1
Open
May 19, 2025
Honeywell International
▲ 0.22%
2
Close
Feb 02, 2023
Jack Henry & Associates
▲ 2.26%
2
Close
Feb 02, 2023
Apple
1.54%
▲ 32.26%
8
Buy
Jan 31, 2023
Alibaba
▼ 7.74%
2
Close
Jan 31, 2023
Microsoft
2.38%
▲ 92.15%
9
Buy
Jan 27, 2023
Nvidia
19.49%
▲ 793.59%
9
Buy
Jan 27, 2023
Amazon
1.99%
▲ 51.55%
9
Buy
Jan 27, 2023
Meta Platforms
4.3%
▲ 259.88%
4
Buy
Jan 27, 2023
Tesla
5.44%
▲ 184.89%
2
Buy
Jan 27, 2023
AT&T
0.43%
▲ 51.64%
3
Buy
Jan 27, 2023