Portfolio #1 - New Portfolio

Portfolio #1
Individual Investor
Ranked #329,586 out of 794,584 TipRanks' Investors
Success Rate
41%
1406 out of 3399
profitable transactions
Average Return
2.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 12.22%
6-Month Return▼ 20.37%
12-Month Return▼ 0.73%
YTD Return▼ 23.70%
Total Return▲ 336.36%

Best Trade

Opened at
Closed at
Gain▲ 212.05%

Bio

Largely based on the CANSLIM method but moving somewhat toward increased portfolio safety

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.04%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.80%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.37%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 5.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.68%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 7.42%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.15%
▲ 10.00%▼ 0.89%▲ 1.04%
▲ 26.01%▲ 5.96%▲ 6.80%
▲ 5.33%▼ 2.41%▼ 2.37%
▲ 5.87%▲ 2.69%▼ 5.46%
▼ 12.86%▼ 1.27%▼ 6.60%
▼ 1.80%▼ 5.57%▼ 6.68%
▼ 4.32%▼ 4.06%▼ 7.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Consumer Staples Select Sector SPDR Fund
11.11%
▼ 3.29%
7
Open
Mar 07, 2025
Amazon
▲ 15.52%
25
Close
Mar 07, 2025
Meta Platforms
▲ 50.58%
21
Close
Mar 07, 2025
Nvidia
▲ 55.16%
32
Close
Mar 07, 2025
iShares Core S&P 500 ETF
▲ 11.65%
27
Close
Mar 07, 2025
First Trust NASDAQ Cybersecurity ETF
▲ 23.79%
16
Close
Mar 07, 2025
Invesco QQQ Trust
▲ 6.41%
71
Close
Mar 07, 2025
ETFMG Prime Cyber Security ETF
▲ 21.80%
11
Close
Mar 07, 2025
iShares U.S. Medical Devices ETF
11.11%
▼ 5.93%
3
Open
Mar 07, 2025
ServiceNow
▲ 25.72%
16
Close
Mar 07, 2025
Comfort Systems
▲ 33.70%
28
Close
Mar 07, 2025
Global X U.S. Infrastructure Development ETF
▼ 2.58%
17
Close
Mar 07, 2025
VanEck Semiconductor ETF
▲ 20.51%
36
Close
Mar 07, 2025
WisdomTree India Earnings Fund
▲ 3.67%
14
Close
Mar 07, 2025
Paccar
▲ 6.46%
14
Close
Mar 07, 2025
United Rentals
▲ 3.38%
23
Close
Mar 07, 2025
Communication Services Select Sector SPDR Fund
▲ 13.03%
20
Close
Mar 07, 2025
iShares Expanded Tech-Software Sector ETF
▲ 2.85%
18
Close
Mar 07, 2025
Parsons
▲ 0.09%
13
Close
Mar 07, 2025
Novo Nordisk
▼ 5.25%
8
Close
Mar 07, 2025