Education
About Us
Working with TipRanks
Follow Us
Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #36,496 out of 793,101 TipRanks' Investors
Success Rate
493 out of 695
profitable transactions
profitable transactions
Average Return
23.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.14%
6-Month Return▲ 9.74%
12-Month Return▲ 13.62%
YTD Return▲ 4.16%
Total Return▲ 139.68%
Best Trade
Bio
Let the fun begin
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.47%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.98%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.55%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 7.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.88%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.64%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.57%
▲ 2.93%▲ 2.10%▲ 1.41%
▲ 10.00%▼ 0.89%▲ 0.47%
▲ 26.01%▲ 5.96%▲ 9.98%
▲ 5.39%▼ 2.41%▼ 5.55%
▲ 5.83%▲ 2.69%▲ 7.93%
▼ 12.86%▼ 1.27%▼ 1.88%
▲ 2.82%▼ 4.80%▼ 1.64%
Recent Activity
Baron Focused Growth Fund Retail Shs
0.77%
▲ 10.90%
10
Buy
Mar 24, 2025
T. Rowe Price All-Cap Opportunities Fund
3.4%
▼ 4.67%
10
Buy
Mar 24, 2025
TSMC
0.41%
▲ 23.53%
7
Buy
Mar 21, 2025
T. Rowe Price Dividend Growth Fund, Inc.
0.01%
▲ 11.51%
21
Sell
Mar 19, 2025
KeyCorp
4.44%
▲ 50.56%
18
Buy
Mar 17, 2025
Fidelity Select Semiconductors Portfolio
0.35%
▲ 13.89%
20
Buy
Mar 17, 2025
US Bancorp
0.83%
▲ 49.07%
7
Sell
Mar 17, 2025
Bristol-Myers Squibb
0%
▲ 25.00%
2
Sell
Mar 10, 2025
ServiceNow
0.64%
▲ 0.05%
5
Buy
Mar 10, 2025
Schlumberger
0.79%
▲ 6.61%
54
Sell
Mar 07, 2025
Fifth Third Bancorp
0.76%
▲ 7.88%
2
Buy
Mar 07, 2025
3M
3.29%
▲ 36.50%
8
Buy
Mar 07, 2025
Amazon
11.51%
▲ 42.40%
35
Buy
Mar 04, 2025
Devon Energy
3.49%
▲ 13.96%
38
Sell
Mar 04, 2025
Pfizer
2.53%
▼ 3.89%
32
Sell
Mar 04, 2025
Nvidia
2.29%
▲ 19.86%
16
Buy
Feb 27, 2025
ASML Holding
0%
▼ 8.24%
3
Sell
Feb 25, 2025
Owens Corning
0.71%
▼ 4.46%
1
Open
Feb 25, 2025
Invesco S&P 500 Momentum ETF
0.18%
▲ 2.21%
3
Buy
Feb 24, 2025
Morgan Stanley
4.69%
▲ 74.11%
20
Buy
Feb 21, 2025