Feb 21 2023 - New Portfolio

Phil

Feb 21 2023
Individual Investor
Ranked #267,704 out of 757,311 TipRanks' Investors
Success Rate
51%
387 out of 753
profitable transactions
Average Return
8.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.15%
6-Month Return▲ 2.22%
12-Month Return▲ 42.29%
YTD Return▲ 25.59%
Total Return▲ 52.85%

Best Trade

Opened at
Closed at
Gain▲ 220.91%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 14.16%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.58%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.40%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.63%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 2.65%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 14.16%
▲ 5.05%▲ 3.27%▲ 5.61%
▼ 12.40%▼ 4.03%▼ 6.52%
▲ 11.46%▲ 5.06%▲ 5.08%
▼ 2.25%▲ 3.53%▲ 0.58%
▲ 25.76%▲ 1.21%▲ 5.40%
▼ 4.21%▲ 2.34%▼ 2.63%
▲ 1.03%▼ 0.11%▼ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Primo Water
2.61%
▲ 36.69%
3
Buy
Sep 18, 2024
Fairfax Financial Holdings
2.13%
0.00%
1
Open
Sep 18, 2024
Tenet Healthcare
3.55%
▲ 23.35%
7
Sell
Sep 17, 2024
Waste Connections
▲ 0.80%
3
Close
Sep 17, 2024
Labrador Iron Ore
1.41%
▲ 0.76%
1
Open
Sep 17, 2024
GFL Environmental
▼ 3.89%
9
Close
Sep 16, 2024
Installed Building Products
▲ 23.51%
12
Close
Sep 16, 2024
DR Horton
▲ 51.97%
7
Close
Sep 16, 2024
iShares U.S. Home Construction ETF
2.81%
▲ 7.60%
8
Open
Sep 16, 2024
Abercrombie Fitch
▼ 5.82%
2
Close
Sep 16, 2024
Exchange Income
2.62%
▼ 0.75%
1
Open
Sep 16, 2024
Purpose Bitcoin ETF
2.15%
▼ 10.08%
5
Sell
Sep 11, 2024
Meta Platforms
2.73%
▲ 4.98%
5
Buy
Sep 05, 2024
Medpace Holdings
▼ 3.58%
5
Close
Sep 05, 2024
Dell Technologies
2.88%
▲ 3.13%
4
Buy
Sep 05, 2024
SPDR S&P Homebuilders ETF
▲ 1.94%
9
Close
Sep 05, 2024
Carlisle Companies
3.91%
▲ 5.71%
2
Buy
Sep 05, 2024
Arista Networks
2.26%
▲ 28.64%
14
Open
Sep 04, 2024
Corebridge Financial, Inc.
2.73%
▲ 6.23%
10
Sell
Sep 04, 2024
Uber Technologies
2.83%
▲ 13.53%
13
Open
Sep 04, 2024