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New Portfolio - New Portfolio

Nick

New Portfolio
Individual Investor
Ranked #309,076 out of 797,896 TipRanks' Investors
Success Rate
43%
35 out of 81
profitable transactions
Average Return
18.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.76%
6-Month Return▼ 7.65%
12-Month Return▲ 6.61%
YTD Return▼ 13.19%
Total Return▲ 10.93%

Best Trade

Opened at
Closed at
Gain▲ 714.53%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 4.57%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.37%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.07%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 1.66%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.61%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.04%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 3.06%
Apr 2025
▲ 1.60%
▲ 2.20%
▲ 1.48%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 4.57%
▲ 25.97%▲ 5.96%▲ 10.37%
▲ 5.39%▼ 2.41%▼ 1.07%
▲ 6.00%▲ 2.69%▲ 1.66%
▼ 12.86%▼ 1.27%▼ 7.61%
▼ 1.80%▼ 5.57%▼ 6.04%
▲ 1.74%▼ 0.87%▼ 3.06%
▲ 1.60%▲ 2.20%▲ 1.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zhong Yang Financial Group Ltd.
1.65%
▼ 11.38%
1
Open
Mar 18, 2025
Huadi International Group
1.2%
▼ 19.11%
1
Open
Mar 18, 2025
Hims & Hers Health
0.92%
▼ 38.53%
1
Open
Feb 20, 2025
Occidental Petroleum
0%
▼ 14.66%
1
Open
Feb 12, 2025
Trinity Capital
2.71%
▼ 1.67%
1
Open
Jan 30, 2025
Deluxe
0.43%
▼ 34.57%
1
Open
Jan 30, 2025
Black Stone Minerals
0.55%
▲ 1.01%
1
Open
Jan 30, 2025
Smartsheet
▲ 41.10%
2
Close
Jan 21, 2025
Nvidia
▲ 694.56%
3
Close
Oct 14, 2024
Upstart Holdings
0.95%
▼ 7.38%
1
Open
Oct 14, 2024
Quantasing Group Ltd. ADR
23.53%
▲ 182.30%
2
Buy
Oct 09, 2024
Heritage Insurance Holdings
▲ 144.31%
2
Close
Sep 30, 2024
Alliance Entertainment Holding
7.08%
▲ 52.80%
3
Buy
Sep 26, 2024
JinkoSolar
3.39%
▼ 2.97%
1
Open
Sep 10, 2024
American Coastal Insurance
5.52%
▲ 10.29%
2
Buy
Sep 04, 2024
ChargePoint Holdings
0.35%
▼ 66.77%
6
Buy
Aug 13, 2024
Walt Disney
4.19%
▼ 14.66%
4
Buy
Aug 13, 2024
SoFi Technologies
14.39%
▲ 77.96%
5
Buy
Aug 13, 2024
Snap
0.8%
▼ 21.19%
2
Buy
Aug 13, 2024
Softbank
2.96%
▼ 0.42%
1
Open
Aug 07, 2024