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Feb 21 2023 - New Portfolio

Phil

Feb 21 2023
Individual Investor
Ranked #329,094 out of 807,472 TipRanks' Investors
Success Rate
53%
598 out of 1121
profitable transactions
Average Return
8.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.44%
6-Month Return▲ 6.99%
12-Month Return▲ 27.40%
YTD Return▲ 7.87%
Total Return▲ 96.89%

Best Trade

Opened at
Closed at
Gain▲ 220.91%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 7.63%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.56%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.66%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.15%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.44%
Jun 2025
▲ 2.03%
▲ 0.40%
▲ 1.08%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.63%
▲ 6.03%▲ 2.69%▲ 2.09%
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▼ 7.56%
▲ 1.84%▼ 0.87%▲ 0.66%
▲ 12.20%▲ 6.28%▲ 9.15%
▲ 6.24%▲ 5.14%▲ 6.44%
▲ 2.03%▲ 0.40%▲ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
▼ 1.27%
12
Close
Jul 09, 2025
TKO Group Holdings
1.66%
▼ 2.90%
4
Open
Jul 09, 2025
Meta Platforms
1.42%
▲ 15.81%
14
Open
Jul 09, 2025
EMCOR Group
1.58%
▲ 13.04%
13
Buy
Jul 09, 2025
ATI
1.66%
▼ 21.27%
5
Open
Jul 09, 2025
Vanguard FTSE Canadian High Dividend Yield Index ETF
▲ 9.50%
2
Close
Jul 09, 2025
Manulife Financial
▼ 7.28%
2
Close
Jul 09, 2025
North American Construction Group
▲ 0.84%
3
Close
Jul 09, 2025
Alibaba
▼ 7.15%
3
Close
Jul 09, 2025
Fluor
0.00%
1
Close
Jul 09, 2025
Strattec Security
1.61%
0.00%
1
Open
Jul 09, 2025
Enova International
1.53%
0.00%
1
Open
Jul 09, 2025
Sun Life Financial
▲ 5.32%
3
Close
Jul 08, 2025
ARC Resources
1.46%
▼ 0.21%
5
Buy
Jul 08, 2025
Alvopetro Energy
▼ 12.69%
2
Close
Jul 08, 2025
Kraken Robotics Systems Inc
1.88%
▲ 14.36%
2
Buy
Jul 08, 2025
Uber Technologies
1.77%
▲ 13.81%
22
Buy
Jul 07, 2025
Netflix
2.12%
▲ 23.28%
10
Sell
Jul 07, 2025
Celestica
2.49%
▲ 53.84%
4
Sell
Jul 07, 2025
Invesco QQQ Trust
3.54%
▲ 3.07%
39
Sell
Jun 28, 2025