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My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #456,522 out of 823,495 TipRanks' Investors
Success Rate
48%
114 out of 238
profitable transactions
Average Return
8.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.06%
6-Month Return▲ 16.99%
12-Month Return▲ 9.86%
YTD Return▲ 11.65%
Total Return▲ 37.46%

Best Trade

Opened at
Closed at
Gain▲ 196.68%

Bio

A long-term growth portfolio that balances high growth companies with blue-chip winners. I combine value and growth investing strategies for high returns without chasing unreasonable valuations.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.47%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.85%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.70%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.94%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.85%
Sep 2025
▲ 3.56%
▼ 0.59%
▲ 2.00%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.47%
▲ 0.80%▼ 0.87%▼ 4.85%
▲ 11.63%▲ 6.28%▲ 3.70%
▲ 9.25%▲ 5.14%▲ 5.07%
▲ 7.60%▲ 2.30%▲ 0.78%
▲ 2.76%▲ 2.05%▲ 3.94%
▲ 12.88%▲ 3.56%▼ 0.85%
▲ 3.56%▼ 0.59%▲ 2.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CVS Health
▲ 19.17%
8
Close
Oct 03, 2025
UnitedHealth
▼ 44.00%
3
Close
Aug 12, 2025
Pinterest
3.33%
▲ 0.31%
3
Buy
Aug 12, 2025
CrowdStrike Holdings
▲ 171.10%
2
Close
Aug 07, 2025
Schwab US Dividend Equity ETF
▲ 16.78%
2
Close
Aug 07, 2025
Salesforce
3.25%
▲ 16.19%
8
Open
Aug 07, 2025
Adobe
2.28%
▼ 23.65%
6
Buy
Aug 07, 2025
iShares 20+ Year Treasury Bond ETF
▲ 6.79%
3
Close
Aug 07, 2025
Fiserv
2.53%
▼ 13.53%
3
Buy
Aug 07, 2025
Eli Lilly & Co
2.2%
▲ 27.04%
1
Open
Aug 07, 2025
Vertex Pharmaceuticals
5.03%
▲ 79.93%
6
Buy
Aug 05, 2025
Air Products and Chemicals
▲ 25.62%
7
Close
Aug 05, 2025
Schlumberger
▼ 25.36%
8
Close
Jul 30, 2025
Shift4 Payments
1.06%
▼ 18.12%
1
Open
Feb 21, 2025
Advanced Micro Devices
3.55%
▲ 49.25%
10
Open
Dec 31, 2024
Nvidia
3.66%
▲ 62.06%
2
Buy
Dec 31, 2024
Mercadolibre
8.78%
▲ 27.43%
3
Buy
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024
NICE
2.68%
▼ 28.89%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024