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Feb 21 2023 - New Portfolio

Phil

Feb 21 2023
Individual Investor
Ranked #370,127 out of 817,942 TipRanks' Investors
Success Rate
53%
624 out of 1173
profitable transactions
Average Return
8.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.26%
6-Month Return▲ 23.74%
12-Month Return▲ 34.74%
YTD Return▲ 13.04%
Total Return▲ 106.33%

Best Trade

Opened at
Closed at
Gain▲ 220.91%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.56%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.73%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.15%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.43%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.21%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.09%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 3.66%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▼ 7.56%
▲ 1.84%▼ 0.87%▲ 0.73%
▲ 12.20%▲ 6.28%▲ 9.15%
▲ 6.24%▲ 5.14%▲ 6.43%
▲ 27.87%▲ 2.30%▲ 2.21%
▲ 4.87%▲ 2.05%▼ 0.09%
▲ 7.90%▲ 1.95%▲ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
REV Group
0.9%
0.00%
1
Open
Sep 11, 2025
Snowline Gold Corp.
1.35%
0.00%
1
Open
Sep 11, 2025
Synopsys
▼ 0.84%
7
Close
Sep 10, 2025
Microsoft
1.88%
▲ 5.62%
20
Buy
Sep 09, 2025
Leonardo Drs
1.56%
▲ 3.17%
1
Open
Sep 09, 2025
International Business Machines
▲ 5.44%
6
Close
Sep 08, 2025
Reddit Inc Class A
▲ 1.31%
3
Close
Sep 08, 2025
MDA Space Ltd
0.63%
▼ 18.85%
2
Buy
Sep 08, 2025
MYR Group
1.68%
▼ 2.42%
2
Buy
Sep 04, 2025
The Chefs' Warehouse
1.98%
▲ 1.44%
4
Buy
Sep 03, 2025
Vitalhub
▲ 16.90%
8
Close
Sep 03, 2025
Tamarack Valley Energy
▲ 9.65%
3
Close
Sep 03, 2025
Strattec Security
▼ 1.53%
2
Close
Sep 03, 2025
Horizons Global Semiconductor Index ETF Trust Units
▲ 20.27%
6
Close
Aug 29, 2025
Affirm Holdings
1.22%
▼ 7.97%
1
Open
Aug 29, 2025
SECURE Waste Infrastructure
▲ 16.65%
5
Close
Aug 28, 2025
Tat Techno
1.56%
▼ 2.12%
1
Open
Aug 28, 2025
Walmart
1.48%
▲ 0.51%
14
Buy
Aug 26, 2025
Meta Platforms
1.94%
▲ 12.53%
15
Buy
Aug 26, 2025
Constellation Software
▼ 1.91%
11
Close
Aug 26, 2025