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Sep 16 2022 - New Portfolio

Phil

Sep 16 2022
Individual Investor
Ranked #206,549 out of 858,800 TipRanks' Investors
Success Rate
57%
194 out of 338
profitable transactions
Average Return
21.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.44%
6-Month Return▲ 2.24%
12-Month Return▲ 41.92%
YTD Return▲ 1.32%
Total Return▲ 90.27%

Best Trade

Opened at
Closed at-
Gain▲ 760.80%

Bio

Managed growth and dividend

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.80%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.29%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.28%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.16%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.79%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 5.07%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.33%
▲ 10.96%▲ 2.38%▲ 2.80%
▼ 3.68%▲ 0.19%▼ 1.14%
▼ 0.10%▲ 0.08%▼ 0.29%
▲ 4.06%▲ 1.47%▲ 3.28%
▼ 1.12%▼ 0.86%▲ 0.16%
▲ 0.60%▼ 4.94%▼ 6.79%
▲ 4.98%▲ 4.55%▲ 5.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Emeren Group
▼ 60.31%
3
Close
Dec 15, 2025
Matterport
▲ 12.08%
2
Close
Feb 27, 2025
CoStar Group
0%
▼ 49.81%
1
Open
Feb 27, 2025
Encore Wire
▲ 93.97%
4
Close
Jul 03, 2024
Icahn Enterprises
0%
▼ 2.48%
7
Open
Jan 15, 2024
Sibanye Stillwater
0%
▲ 24.61%
9
Open
Oct 15, 2023
IHS Holding
0%
▲ 0.50%
6
Open
Mar 28, 2023
Costco
0%
▲ 62.96%
6
Open
Mar 03, 2023
BHP Group
0%
▲ 8.93%
16
Open
Feb 25, 2023
Nvidia
0%
▲ 218.76%
9
Open
Feb 23, 2023
Palo Alto Networks
0%
▲ 23.76%
5
Open
Feb 22, 2023
PayPal Holdings
0.87%
▼ 15.63%
7
Buy
Feb 17, 2023
Sea
▲ 10.27%
14
Close
Feb 17, 2023
Sony Group
2.53%
▲ 26.11%
3
Buy
Feb 17, 2023
Deere
2.34%
▲ 49.17%
1
Open
Feb 17, 2023
Microsoft
2.12%
▲ 3.59%
15
Open
Feb 15, 2023
Rio Tinto
▲ 4.02%
14
Close
Feb 15, 2023
Sociedad Quimica Y Minera SA
▲ 0.58%
8
Close
Feb 15, 2023
GlobalFoundries Inc
1.57%
▼ 25.39%
3
Buy
Feb 15, 2023
Dycom
6.67%
▲ 356.74%
2
Buy
Feb 15, 2023