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New Portfolio Oct 2022 - New Portfolio
New Portfolio Oct 2022
Individual Investor
Ranked #17,159 out of 848,813 TipRanks' Investors
Success Rate
1372 out of 1681
profitable transactions
profitable transactions
Average Return
53.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.46%
6-Month Return▲ 16.58%
12-Month Return▲ 40.23%
YTD Return▲ 4.03%
Total Return▲ 168.52%
Best Trade
Bio
Trying to save enough to retire comfortably
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 7.33%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.01%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.36%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 2.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.07%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 4.03%
Jan 2026
▲ 9.25%▲ 5.14%▲ 7.33%
▲ 7.60%▲ 2.30%▲ 2.30%
▲ 2.76%▲ 2.05%▲ 1.96%
▲ 12.88%▲ 3.56%▲ 8.01%
▲ 10.96%▲ 2.38%▲ 5.36%
▼ 3.58%▲ 0.19%▼ 2.66%
▼ 0.10%▲ 0.08%▼ 1.07%
▲ 3.61%▲ 1.24%▲ 4.03%
Recent Activity
Trade Desk
1.07%
▼ 28.43%
70
Buy
Jan 15, 2026
Verizon
1.31%
▲ 1.84%
15
Buy
Jan 15, 2026
ServiceNow
0.87%
▲ 22.56%
26
Buy
Jan 15, 2026
Salesforce
1.26%
▼ 2.24%
17
Buy
Jan 15, 2026
Centrus Energy
2.72%
▲ 275.93%
56
Sell
Jan 15, 2026
BWX Technologies
1.34%
▲ 83.65%
34
Sell
Jan 15, 2026
Vanguard Institutional Index Fund Institutional Plus Shares
1.35%
▲ 41.06%
12
Buy
Jan 14, 2026
Vanguard Emerging Markets Stock Index Fund Institutional Shares
0.64%
▲ 31.26%
7
Sell
Jan 14, 2026
Cameco
1.18%
▲ 125.00%
48
Sell
Jan 14, 2026
Thermo Fisher
0.47%
▲ 45.34%
18
Sell
Jan 14, 2026
Lockheed Martin
0.65%
▲ 38.42%
8
Sell
Jan 14, 2026
Alphabet Class C
2.09%
▲ 195.07%
78
Sell
Jan 13, 2026
Meta Platforms
1.12%
▲ 108.88%
70
Buy
Jan 13, 2026
Alibaba
0.13%
▲ 118.97%
63
Sell
Jan 13, 2026
Microsoft
1.1%
▲ 26.86%
29
Buy
Jan 13, 2026
ARK Innovation ETF
2.5%
▲ 70.01%
75
Sell
Jan 13, 2026
Vanguard Extended Market Index Fund Insti Plus
0.63%
▲ 26.34%
9
Sell
Jan 13, 2026
Duke Energy
0.91%
▲ 4.26%
24
Buy
Jan 13, 2026
Tesla
1.51%
▲ 144.68%
106
Sell
Jan 12, 2026
Brookfield Corporation
1.36%
▲ 95.85%
46
Sell
Jan 12, 2026