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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #23,497 out of 812,486 TipRanks' Investors
Success Rate
75%
1145 out of 1528
profitable transactions
Average Return
43.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.84%
6-Month Return▲ 13.15%
12-Month Return▲ 49.24%
YTD Return▲ 22.03%
Total Return▲ 129.43%

Best Trade

Opened at
Closed at-
Gain▲ 1428.49%

Bio

Trying to save enough to retire comfortably

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 6.88%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.67%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.69%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.33%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.30%
Jul 2025
▲ 4.75%
▲ 0.81%
▼ 0.65%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.88%
▼ 12.86%▼ 1.27%▼ 1.51%
▼ 1.80%▼ 5.57%▼ 5.57%
▲ 1.84%▼ 0.87%▲ 1.67%
▲ 12.20%▲ 6.28%▲ 10.69%
▲ 6.24%▲ 5.14%▲ 7.33%
▲ 27.91%▲ 2.30%▲ 2.30%
▲ 4.75%▲ 0.81%▼ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARK Innovation ETF
5.44%
▲ 52.76%
36
Sell
Aug 11, 2025
Trade Desk
0.54%
▼ 6.97%
57
Buy
Aug 08, 2025
Brookfield Asset Management Ltd. Class A
0.96%
▲ 104.55%
33
Sell
Aug 08, 2025
Vertex Pharmaceuticals
0.42%
▼ 4.67%
27
Buy
Aug 08, 2025
Lam Research
0.67%
▲ 37.79%
19
Sell
Aug 08, 2025
TSMC
2.9%
▲ 91.62%
65
Sell
Aug 07, 2025
Fortinet
0.33%
▲ 33.64%
25
Open
Aug 07, 2025
Palo Alto Networks
0.64%
▲ 22.37%
16
Buy
Aug 07, 2025
Salesforce
0.91%
▼ 3.22%
12
Buy
Aug 07, 2025
CrowdStrike Holdings
0.81%
▲ 192.30%
112
Sell
Aug 06, 2025
BWX Technologies
1.91%
▲ 64.80%
23
Sell
Aug 05, 2025
Alerian MLP ETF
2.51%
▲ 0.37%
12
Buy
Aug 05, 2025
Advanced Micro Devices
1.12%
▲ 52.78%
21
Sell
Aug 04, 2025
Berkshire Hathaway B
2.12%
▲ 0.08%
18
Buy
Aug 04, 2025
Marvell
0.74%
▲ 30.98%
18
Sell
Aug 04, 2025
Constellation Energy Corporation
0.53%
▲ 75.66%
14
Sell
Aug 04, 2025
UnitedHealth
1.32%
▼ 11.02%
20
Buy
Aug 01, 2025
Global X MLP ETF
2.74%
▲ 0.91%
5
Buy
Aug 01, 2025
Amazon
3.67%
▲ 92.31%
67
Sell
Jul 31, 2025
Meta Platforms
0.88%
▲ 217.96%
61
Sell
Jul 31, 2025