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New Portfolio - New Portfolio

Umesh D Naik

New Portfolio
Individual Investor
Ranked #49,080 out of 781,066 TipRanks' Investors
Success Rate
71%
66 out of 93
profitable transactions
Average Return
22.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.16%
6-Month Return▲ 11.49%
12-Month Return▲ 23.68%
YTD Return▲ 4.00%
Total Return▲ 125.94%

Best Trade

Opened at
Closed at-
Gain▲ 549.64%

Bio

Learning new school.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.31%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.75%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.17%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.60%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.00%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.31%
▲ 8.13%▲ 1.21%▼ 1.48%
▼ 13.14%▲ 2.34%▲ 0.22%
▲ 2.93%▲ 2.10%▲ 6.54%
▲ 10.00%▼ 0.89%▼ 0.75%
▲ 26.04%▲ 5.96%▲ 6.17%
▲ 5.93%▼ 2.41%▼ 3.60%
▲ 9.79%▲ 0.95%▲ 4.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Applied Materials
0%
▲ 5.47%
4
Open
Jan 01, 2025
Pfizer
0%
▲ 12.96%
3
Open
Jan 01, 2025
Tilray
0%
▼ 17.81%
1
Open
Jan 01, 2025
DiDi Global
0%
▼ 0.63%
1
Open
Jan 01, 2025
Matterport
0%
▲ 5.33%
1
Open
Jan 01, 2025
ARK Innovation ETF
0%
▲ 4.78%
1
Open
Jan 01, 2025
Portillo's
0%
▲ 26.65%
1
Open
Jan 01, 2025
Uber Technologies
0%
▲ 6.60%
1
Open
Jan 01, 2025
General Motors
0%
▼ 0.78%
1
Open
Jan 01, 2025
Qualcomm
0%
▲ 7.11%
1
Open
Jan 01, 2025
Barrick Gold
0%
▲ 0.19%
1
Open
Jan 01, 2025
Devon Energy
0%
▲ 13.62%
1
Open
Jan 01, 2025
Lyft
▼ 78.55%
2
Close
Apr 12, 2023
Spirit Airlines
▼ 71.56%
2
Close
Apr 12, 2023
Snap
▼ 45.68%
2
Close
Apr 12, 2023
Vonage Holdings
▲ 47.01%
2
Close
Oct 27, 2021
Pinterest
▲ 176.01%
2
Close
Sep 22, 2021
Virgin Galactic Holdings
▲ 45.72%
2
Close
Sep 22, 2021
Alaska Air
0%
▲ 16.10%
1
Open
Sep 07, 2021
Meta Platforms
0%
▲ 38.24%
6
Open
Jan 06, 2021