New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #385,343 out of 794,584 TipRanks' Investors
Success Rate
31%
172 out of 550
profitable transactions
Average Return
-9.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 21.50%
6-Month Return▼ 8.02%
12-Month Return▲ 6.54%
YTD Return▼ 12.06%
Total Return▲ 26.52%

Best Trade

Opened at
Closed at-
Gain▲ 170.80%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 17.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.63%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 0.30%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 1.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.34%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 11.24%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 17.19%
▲ 10.00%▼ 0.89%▼ 1.73%
▲ 26.01%▲ 5.96%▲ 8.63%
▲ 5.33%▼ 2.41%▼ 0.30%
▲ 5.87%▲ 2.69%▲ 1.71%
▼ 12.86%▼ 1.27%▼ 0.25%
▼ 1.80%▼ 5.57%▼ 2.34%
▼ 4.32%▼ 4.06%▼ 11.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
9.69%
▼ 29.85%
20
Buy
Apr 04, 2025
Lam Research
3.1%
▼ 21.56%
14
Buy
Apr 03, 2025
Nvidia
5.24%
▲ 3.96%
33
Buy
Apr 02, 2025
Jayud Global Logistics Limited Class A
1.61%
▼ 79.09%
10
Buy
Apr 02, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
4.63%
▼ 15.98%
6
Buy
Apr 02, 2025
CoreWeave, Inc. Class A
0.15%
▼ 22.07%
1
Open
Apr 02, 2025
Nio
7.03%
▼ 32.74%
87
Buy
Apr 01, 2025
Tenaya Therapeutics
1.23%
▼ 45.04%
8
Buy
Apr 01, 2025
Amazon
8.18%
▼ 4.42%
15
Buy
Mar 28, 2025
Microsoft
5.78%
▼ 8.29%
14
Buy
Mar 28, 2025
NEOS S&P 500 High Income ETF
23.01%
▼ 0.73%
16
Buy
Mar 28, 2025
ASML Holding
0.75%
▼ 15.14%
4
Buy
Mar 28, 2025
Robinhood Markets
1.97%
▼ 24.58%
14
Buy
Mar 26, 2025
Nestle SA Reg
▼ 2.17%
2
Close
Mar 24, 2025
Conocophillips
▲ 3.15%
2
Close
Mar 17, 2025
American Century California Intermediate-Term Tax-Free Bond Fund - I Class
▼ 0.71%
2
Close
Mar 17, 2025
Lixiang Education Holding Co
0%
▲ 153.78%
1
Open
Mar 17, 2025
Orangekloud Technology Inc. Class A
6.98%
▼ 52.46%
9
Buy
Mar 14, 2025
Big Tree Cloud Holdings
0%
▲ 1.55%
1
Open
Mar 14, 2025
ProShares Bitcoin Strategy ETF
7.91%
▲ 27.51%
40
Buy
Mar 13, 2025