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Pension - New Portfolio

Amit

Pension
Individual Investor
Ranked #453,189 out of 781,348 TipRanks' Investors
Success Rate
38%
43 out of 113
profitable transactions
Average Return
-1.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.20%
6-Month Return▼ 6.11%
12-Month Return-
YTD Return▲ 0.20%
Total Return▼ 19.95%

Best Trade

Opened at
Closed at
Gain▲ 58.65%

Bio

Long-term pension portfolio with a 20-year time horizon. Aggressively allocating to equities for now, and will then focus on income generation in 15 years.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 8.01%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.20%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.64%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.77%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 15.85%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 0.20%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 8.01%
▲ 8.13%▲ 1.21%▼ 3.20%
▼ 13.14%▲ 2.34%▼ 7.17%
▲ 2.93%▲ 2.10%▲ 10.64%
▲ 10.00%▼ 0.89%▼ 4.77%
▲ 26.04%▲ 5.96%▲ 13.49%
▲ 5.93%▼ 2.41%▼ 15.85%
▲ 6.90%▲ 1.96%▲ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DraftKings
0.01%
▲ 4.83%
24
Sell
Jan 15, 2025
Nikola
3.06%
▼ 11.31%
7
Buy
Jan 15, 2025
Super Micro Computer
7.13%
▲ 12.01%
13
Buy
Jan 15, 2025
Rigetti Computing
2.8%
▼ 7.56%
3
Buy
Jan 15, 2025
Plug Power
2.76%
▼ 17.58%
2
Buy
Jan 15, 2025
fuboTV
1.88%
▼ 22.29%
3
Buy
Jan 15, 2025
Quantum Computing
3.4%
▼ 17.41%
2
Buy
Jan 15, 2025
Eli Lilly & Co
▼ 2.10%
8
Close
Jan 07, 2025
Caesars Entertainment
3.58%
▲ 3.57%
1
Open
Jan 07, 2025
Nio
▼ 22.14%
15
Close
Dec 12, 2024
Knightscope Inc Class A
▼ 16.11%
4
Close
Dec 10, 2024
Nike
▼ 4.27%
7
Close
Nov 20, 2024
TJX Companies
▲ 0.15%
2
Close
Nov 20, 2024
PDD Holdings
▲ 16.51%
8
Close
Nov 11, 2024
Mind Medicine
▲ 1.61%
10
Close
Nov 01, 2024
Lilium
▲ 0.45%
8
Close
Oct 29, 2024
Intuitive Machines
▲ 9.51%
7
Close
Oct 27, 2024
SoFi Technologies
▲ 31.79%
5
Close
Oct 14, 2024
Marvell
▲ 1.65%
4
Close
Jun 03, 2024
Cloudflare
▼ 15.22%
5
Close
May 28, 2024