Feb 21 2023 - New Portfolio

Phil

Feb 21 2023
Individual Investor
Ranked #400,137 out of 828,029 TipRanks' Investors
Success Rate
52%
645 out of 1234
profitable transactions
Average Return
8.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.65%
6-Month Return▲ 18.25%
12-Month Return▲ 21.02%
YTD Return▲ 17.40%
Total Return▲ 114.29%

Best Trade

Opened at
Closed at-
Gain▲ 279.06%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.73%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 9.15%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.43%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.10%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.09%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.59%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.01%
Oct 2025
▼ 2.66%
▲ 0.14%
▼ 2.78%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.73%
▲ 11.64%▲ 6.28%▲ 9.15%
▲ 9.25%▲ 5.14%▲ 6.43%
▲ 7.60%▲ 2.30%▲ 2.10%
▲ 2.76%▲ 2.05%▼ 0.09%
▲ 12.88%▲ 3.56%▲ 6.59%
▲ 10.96%▲ 2.38%▲ 4.01%
▼ 2.66%▲ 0.14%▼ 2.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Duolingo
▼ 0.49%
4
Close
Nov 10, 2025
Shopify
1.71%
▲ 3.51%
4
Buy
Nov 10, 2025
Kits Eyecare
▼ 17.00%
3
Close
Nov 10, 2025
BRP
▲ 0.58%
2
Close
Nov 10, 2025
Innodata
1.39%
▼ 9.61%
3
Open
Nov 10, 2025
Tantalus Systems Holding
1.07%
▼ 11.71%
2
Buy
Nov 10, 2025
MDA Space Ltd
▼ 18.18%
5
Close
Nov 07, 2025
Vistra Energy
▲ 21.15%
20
Close
Nov 06, 2025
Doman Building Materials Group
1.17%
▲ 13.94%
24
Open
Nov 05, 2025
Uber Technologies
1.17%
▲ 12.35%
25
Open
Nov 04, 2025
Alphabet Class A
1.67%
▲ 14.11%
18
Open
Nov 03, 2025
Amazon
1.66%
▲ 6.67%
37
Buy
Nov 03, 2025
Alphabet Class C
▼ 2.88%
5
Close
Nov 03, 2025
ACM Research
1.23%
▼ 18.27%
1
Open
Nov 03, 2025
Microsoft
2.23%
▲ 4.99%
24
Sell
Oct 31, 2025
Broadcom
2.16%
▲ 32.48%
15
Sell
Oct 31, 2025
Meta Platforms
▲ 5.76%
23
Close
Oct 31, 2025
REV Group
▼ 16.61%
3
Close
Oct 31, 2025
Universal Technical Institute
▲ 1.53%
12
Close
Oct 29, 2025
Adtalem Global Education
▲ 31.68%
2
Close
Oct 29, 2025