Sep 16 2022 - New Portfolio

Phil

Sep 16 2022
Individual Investor
Ranked #168,305 out of 766,001 TipRanks' Investors
Success Rate
58%
194 out of 337
profitable transactions
Average Return
14.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.25%
6-Month Return▲ 12.87%
12-Month Return▲ 42.27%
YTD Return▲ 21.79%
Total Return▲ 52.04%

Best Trade

Opened at
Closed at-
Gain▲ 590.73%

Bio

Managed growth and dividend

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.73%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.29%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.99%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.40%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.50%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.29%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.31%
▲ 11.46%▲ 5.06%▲ 6.73%
▼ 2.25%▲ 3.53%▼ 0.29%
▲ 25.72%▲ 1.21%▲ 2.99%
▼ 4.22%▲ 2.34%▼ 1.03%
▲ 7.82%▲ 2.10%▲ 3.40%
▲ 6.02%▼ 0.89%▼ 2.50%
▲ 5.59%▲ 5.20%▲ 6.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Encore Wire
▲ 93.97%
4
Close
Jul 03, 2024
Matterport
0%
▲ 0.42%
1
Open
Apr 22, 2024
Icahn Enterprises
0%
▼ 0.44%
7
Open
Jan 15, 2024
Sibanye Stillwater
0%
▲ 0.56%
9
Open
Oct 15, 2023
IHS Holding
0%
▼ 15.40%
6
Open
Mar 28, 2023
Costco
0%
▲ 52.65%
6
Open
Mar 03, 2023
BHP Group
0%
▲ 4.42%
16
Open
Feb 25, 2023
Nvidia
0%
▲ 172.51%
9
Open
Feb 23, 2023
Palo Alto Networks
0%
▲ 33.95%
5
Open
Feb 22, 2023
PayPal Holdings
1.77%
▲ 3.33%
7
Buy
Feb 17, 2023
Sea
▲ 11.52%
14
Close
Feb 17, 2023
Emeren Group
0.68%
▼ 56.42%
2
Buy
Feb 17, 2023
Sony Group
2.66%
▲ 14.17%
3
Buy
Feb 17, 2023
Deere
1.68%
▼ 6.80%
1
Open
Feb 17, 2023
Microsoft
2.71%
▲ 5.16%
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
1.6%
▼ 32.63%
3
Buy
Feb 15, 2023
Dycom
3.64%
▲ 121.16%
2
Buy
Feb 15, 2023
T Mobile US
2.01%
▲ 61.95%
1
Open
Feb 15, 2023