tiprankstipranks
Trending News
More News >

my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #20,334 out of 795,509 TipRanks' Investors
Success Rate
68%
340 out of 504
profitable transactions
Average Return
37.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.27%
6-Month Return▼ 3.93%
12-Month Return▲ 17.39%
YTD Return▼ 2.56%
Total Return▲ 76.27%

Best Trade

Opened at
Closed at-
Gain▲ 781.45%

Bio

my main investment

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.16%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.00%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.96%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 4.85%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.05%
▲ 10.00%▼ 0.89%▼ 0.70%
▲ 25.98%▲ 5.96%▲ 4.16%
▲ 5.34%▼ 2.41%▼ 3.00%
▲ 5.99%▲ 2.69%▲ 3.99%
▼ 12.86%▼ 1.27%▲ 1.49%
▼ 1.80%▼ 5.57%▼ 2.96%
▼ 7.29%▼ 4.55%▼ 4.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR S&P 500 ETF Trust
6.24%
▼ 1.07%
15
Buy
Apr 03, 2025
Celsius Holdings
0.43%
▲ 36.94%
1
Open
Mar 10, 2025
TSMC
1.87%
▲ 40.38%
7
Buy
Feb 27, 2025
Amdocs
▲ 9.53%
3
Close
Feb 26, 2025
Walgreens Boots Alliance
▼ 17.14%
6
Close
Feb 13, 2025
iShares Russell 2000 ETF
▲ 4.27%
2
Close
Feb 11, 2025
Nvidia
21.25%
▲ 551.52%
23
Sell
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.25%
▼ 9.99%
3
Buy
Dec 23, 2024
Pfizer
1.37%
▼ 16.73%
6
Buy
Dec 12, 2024
Verizon
1.26%
▲ 17.53%
18
Buy
Dec 02, 2024
AbbVie
1.91%
▲ 20.78%
9
Buy
Nov 11, 2024
3M
1.69%
▲ 47.96%
6
Buy
Nov 05, 2024
International Business Machines
9.25%
▲ 78.61%
25
Buy
Nov 05, 2024
Coca-Cola
0.68%
▲ 8.92%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
1.1%
▲ 7.08%
6
Buy
Nov 05, 2024
Chevron
5.2%
▲ 13.53%
20
Buy
Sep 09, 2024
Amcor
0.16%
▼ 2.47%
2
Buy
Sep 09, 2024
Walmart
0.37%
▲ 29.23%
3
Buy
Sep 03, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Vertiv Holdings
0.27%
▼ 26.34%
2
Buy
Jun 20, 2024