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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #598,108 out of 796,734 TipRanks' Investors
Success Rate
28%
47 out of 168
profitable transactions
Average Return
-19.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.12%
6-Month Return▼ 7.27%
12-Month Return▲ 6.98%
YTD Return▼ 12.79%
Total Return▼ 45.50%

Best Trade

Opened at
Closed at-
Gain▲ 230.38%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 7.03%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 2.80%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 11.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.39%
Mar 2025
▼ 6.77%
▼ 8.14%
▼ 3.56%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.99%
▲ 10.00%▼ 0.89%▲ 1.53%
▲ 25.98%▲ 5.96%▲ 7.03%
▲ 5.36%▼ 2.41%▼ 2.80%
▲ 6.01%▲ 2.69%▲ 11.27%
▼ 12.86%▼ 1.27%▼ 7.24%
▼ 1.80%▼ 5.57%▼ 12.39%
▼ 6.77%▼ 8.14%▼ 3.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
20.98%
▲ 25.82%
13
Buy
Apr 02, 2025
Open Lending
▼ 76.12%
5
Close
Jan 29, 2025
Roundhill Magnificent Seven ETF
3.63%
▼ 21.55%
6
Buy
Jan 08, 2025
ARK Genomic Revolution ETF
5.46%
▼ 55.64%
5
Sell
Dec 18, 2024
Global X Blockchain ETF
1%
▼ 46.22%
2
Buy
Dec 17, 2024
PubMatic
▼ 32.16%
4
Close
Dec 16, 2024
UiPath
▼ 45.66%
4
Close
Dec 12, 2024
SentinelOne
1.17%
▼ 41.64%
5
Buy
Dec 12, 2024
Nvidia
4.23%
▼ 28.49%
5
Buy
Dec 11, 2024
PayPal Holdings
▼ 61.42%
5
Close
Dec 05, 2024
ARK Innovation ETF
▲ 26.56%
6
Close
Dec 03, 2024
Archer Aviation
▲ 45.81%
2
Close
Nov 25, 2024
Block, Inc. Shs Chess Depository Interests Repr 1 Sh
▲ 8.20%
2
Close
Nov 14, 2024
Freightways
0.97%
▲ 10.56%
1
Open
Nov 14, 2024
Doximity
▼ 18.34%
2
Close
Nov 11, 2024
Futu Holdings
▲ 24.84%
2
Close
Nov 11, 2024
Invesco QQQ Trust
3.17%
▼ 13.28%
1
Open
Nov 08, 2024
Innovative Industrial Properties
1.49%
▼ 49.02%
5
Sell
Nov 06, 2024
Exact Sciences
2.2%
▼ 16.51%
10
Sell
Nov 05, 2024
iShares Core S&P 500 ETF
11.32%
▼ 4.20%
2
Buy
Oct 23, 2024