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Feb 21 2023 - New Portfolio

Phil

Feb 21 2023
Individual Investor
Ranked #324,827 out of 804,211 TipRanks' Investors
Success Rate
52%
568 out of 1090
profitable transactions
Average Return
7.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.84%
6-Month Return▲ 2.91%
12-Month Return▲ 21.05%
YTD Return▲ 2.23%
Total Return▲ 86.62%

Best Trade

Opened at
Closed at
Gain▲ 220.91%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 19.41%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 0.69%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.15%
May 2025
▲ 4.89%
▲ 1.38%
▲ 1.94%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 19.41%
▲ 5.10%▼ 2.41%▼ 7.63%
▲ 6.03%▲ 2.69%▲ 2.09%
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▼ 7.56%
▲ 1.83%▼ 0.87%▲ 0.69%
▲ 12.21%▲ 6.28%▲ 9.15%
▲ 4.89%▲ 1.38%▲ 1.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuitive Surgical
▲ 6.05%
11
Close
Jun 17, 2025
IonQ
▼ 4.37%
7
Close
Jun 17, 2025
Pembina Pipeline
▼ 4.23%
5
Close
Jun 17, 2025
Alvopetro Energy
1.3%
0.00%
1
Open
Jun 17, 2025
Russel Metals
1.23%
▼ 2.98%
1
Open
Jun 11, 2025
Stantec
2.43%
▲ 13.91%
5
Buy
Jun 10, 2025
Chewy
▲ 20.50%
3
Close
Jun 10, 2025
Tenet Healthcare
1.67%
▲ 3.15%
14
Open
Jun 05, 2025
Alibaba
1.6%
▼ 2.51%
1
Open
Jun 05, 2025
AT&T
▲ 3.06%
4
Close
Jun 04, 2025
Nvidia
1.52%
▲ 65.23%
51
Open
Jun 03, 2025
Constellation Energy Corporation
▲ 9.87%
12
Close
Jun 03, 2025
Netflix
2.53%
▲ 17.77%
9
Buy
Jun 02, 2025
Costco
▲ 8.69%
15
Close
Jun 01, 2025
Invesco QQQ Trust
2.44%
▲ 1.62%
36
Sell
Jun 01, 2025
Automotive Properties
▲ 1.63%
1
Close
Jun 01, 2025
Suncor Energy
▼ 4.08%
7
Close
May 30, 2025
Qifu Technology
2.12%
▼ 0.59%
3
Buy
May 30, 2025
Huron Consulting
1.49%
▼ 4.73%
1
Open
May 30, 2025
Ares Capital
▲ 3.72%
7
Close
May 29, 2025