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Pension - New Portfolio

Amit

Pension
Individual Investor
Ranked #463,291 out of 788,374 TipRanks' Investors
Success Rate
40%
49 out of 123
profitable transactions
Average Return
-3.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.96%
6-Month Return▼ 11.45%
12-Month Return▼ 24.91%
YTD Return▼ 5.96%
Total Return▼ 26.07%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 3.20%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.64%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.77%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 17.19%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 1.49%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 4.54%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 3.20%
▼ 13.14%▲ 2.34%▼ 7.17%
▲ 2.93%▲ 2.10%▲ 10.64%
▲ 9.99%▼ 0.89%▼ 4.77%
▲ 26.03%▲ 5.96%▲ 13.49%
▲ 5.94%▼ 2.41%▼ 17.19%
▲ 5.25%▲ 2.69%▼ 1.49%
▼ 10.49%▼ 0.31%▼ 4.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
2.42%
▲ 6.72%
3
Open
Feb 18, 2025
Recursion Pharmaceuticals
3.9%
▼ 18.28%
4
Open
Feb 18, 2025
Super Micro Computer
4.83%
▲ 6.47%
15
Open
Feb 18, 2025
Rigetti Computing
2.26%
▼ 26.74%
5
Sell
Feb 18, 2025
Nvidia
86.59%
▲ 8.45%
3
Buy
Feb 04, 2025
fuboTV
▼ 8.76%
5
Close
Jan 30, 2025
DraftKings
▲ 6.07%
25
Close
Jan 28, 2025
Plug Power
▼ 19.79%
4
Close
Jan 28, 2025
Caesars Entertainment
▲ 8.14%
2
Close
Jan 28, 2025
Quantum Computing
▼ 20.55%
4
Close
Jan 28, 2025
Nikola
▼ 24.03%
8
Close
Jan 23, 2025
Eli Lilly & Co
▼ 1.93%
8
Close
Jan 07, 2025
Nio
▼ 22.14%
15
Close
Dec 12, 2024
Knightscope Inc Class A
▼ 16.11%
4
Close
Dec 10, 2024
Nike
▼ 3.62%
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