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New Portfolio - New Portfolio

Michelle

New Portfolio
Individual Investor
Ranked #42,262 out of 820,362 TipRanks' Investors
Success Rate
62%
41 out of 66
profitable transactions
Average Return
89.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.59%
6-Month Return▲ 22.15%
12-Month Return▲ 19.92%
YTD Return▲ 14.24%
Total Return▲ 71.20%

Best Trade

Opened at
Closed at-
Gain▲ 1213.21%

Bio

This is my don’t lose money portfolio.

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 1.86%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.09%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.64%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.35%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 1.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.08%
Aug 2025
▲ 7.96%
▲ 2.88%
▲ 0.59%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.86%
▼ 1.80%▼ 5.57%▼ 7.09%
▲ 1.84%▼ 0.87%▼ 2.64%
▲ 12.20%▲ 6.28%▲ 12.06%
▲ 6.24%▲ 5.14%▲ 4.35%
▲ 27.92%▲ 2.30%▲ 1.40%
▲ 4.87%▲ 2.05%▲ 5.08%
▲ 7.96%▲ 2.88%▲ 0.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pacific Premier Bancorp
▼ 5.82%
3
Close
Sep 03, 2025
Columbia Banking System
0.55%
▼ 2.07%
1
Open
Sep 03, 2025
Pfizer
1.09%
▼ 21.15%
3
Buy
Mar 12, 2021
Two Harbors
0.17%
▼ 35.56%
2
Buy
Mar 12, 2021
CareTrust REIT
0.8%
▲ 82.96%
1
Open
Mar 12, 2021
Global Medical REIT
0.31%
▼ 33.36%
1
Open
Mar 12, 2021
Cisco Systems
0.77%
▲ 72.59%
2
Buy
Jan 25, 2021
Meta Platforms
1.03%
▲ 165.61%
2
Buy
Jan 25, 2021
Amazon
1.01%
▲ 36.32%
2
Buy
Jan 25, 2021
Adobe
0.83%
▼ 25.34%
2
Buy
Jan 25, 2021
Apple
0.59%
▲ 97.65%
2
Buy
Jan 25, 2021
AT&T
0.33%
▲ 69.92%
2
Buy
Jan 25, 2021
Bank of America
0.3%
▲ 94.78%
2
Buy
Jan 25, 2021
Broadcom
3.85%
▲ 743.95%
2
Buy
Jan 25, 2021
Microsoft
2.35%
▲ 140.03%
2
Buy
Jan 25, 2021
Viatris
0.03%
▼ 33.18%
1
Open
Jan 25, 2021
Nvidia
3.28%
▲ 1,211.00%
2
Buy
Jan 25, 2021
Johnson & Johnson
0.83%
▲ 31.09%
2
Buy
Jan 25, 2021
Mastercard
0.78%
▲ 73.21%
2
Buy
Jan 25, 2021
Reaves Utility Income Fund
0.89%
▲ 67.83%
2
Buy
Jan 25, 2021