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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #75,508 out of 794,749 TipRanks' Investors
Success Rate
56%
763 out of 1351
profitable transactions
Average Return
19.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.87%
6-Month Return▼ 9.40%
12-Month Return▲ 7.03%
YTD Return▼ 11.20%
Total Return▲ 67.01%

Best Trade

Opened at
Closed at-
Gain▲ 716.80%

Bio

Trying to save enough to retire comfortably

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 10.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.89%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.63%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 6.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.57%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 10.58%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 10.48%
▲ 10.00%▼ 0.89%▼ 0.09%
▲ 26.01%▲ 5.96%▲ 7.89%
▲ 5.33%▼ 2.41%▼ 3.63%
▲ 5.87%▲ 2.69%▲ 6.77%
▼ 12.86%▼ 1.27%▼ 1.51%
▼ 1.80%▼ 5.57%▼ 5.57%
▼ 17.13%▼ 9.83%▼ 10.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertex Pharmaceuticals
0.94%
▲ 14.51%
23
Sell
Apr 07, 2025
PDD Holdings
0.53%
▼ 2.92%
44
Buy
Apr 07, 2025
Fortinet
▲ 36.12%
24
Close
Apr 07, 2025
Duke Energy
▲ 4.83%
19
Close
Apr 07, 2025
Amazon
4.2%
▲ 54.64%
61
Buy
Apr 04, 2025
Alphabet Class C
2.28%
▲ 35.95%
61
Buy
Apr 04, 2025
Nvidia
3.69%
▲ 41.33%
70
Buy
Apr 04, 2025
TSMC
2.73%
▲ 26.11%
56
Buy
Apr 04, 2025
Qualcomm
1.24%
▼ 5.13%
19
Buy
Apr 04, 2025
Energy Transfer
2.07%
▲ 24.31%
25
Buy
Apr 04, 2025
Centrus Energy
2%
▼ 17.74%
20
Buy
Apr 04, 2025
Advanced Micro Devices
1.29%
▼ 26.04%
12
Buy
Apr 04, 2025
Uber Technologies
1.38%
▼ 12.70%
11
Buy
Apr 04, 2025
Marvell
0.78%
▼ 11.75%
5
Buy
Apr 04, 2025
Constellation Energy Corporation
1.05%
▼ 6.07%
4
Buy
Apr 04, 2025
Trade Desk
0.91%
▼ 20.50%
49
Buy
Apr 03, 2025
Kraft Heinz
1.63%
▼ 8.11%
24
Sell
Apr 03, 2025
ASML Holding
1.96%
▼ 14.95%
31
Buy
Apr 03, 2025
Realty Income
1.77%
▲ 0.45%
19
Sell
Apr 03, 2025
Alibaba
1.13%
▲ 34.34%
50
Sell
Apr 01, 2025