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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #26,087 out of 852,569 TipRanks' Investors
Success Rate
77%
1337 out of 1729
profitable transactions
Average Return
46.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.73%
6-Month Return▲ 10.41%
12-Month Return▲ 27.34%
YTD Return▼ 1.07%
Total Return▲ 155.22%

Best Trade

Opened at
Closed at-
Gain▲ 1357.54%

Bio

Trying to save enough to retire comfortably

Performance

12.88%0-12.88%
▲ 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%
▼ 2.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.06%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.21%
Jan 2026
▼ 0.78%
▼ 0.84%
▼ 4.14%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▼ 2.72%
▼ 0.10%▲ 0.08%▼ 1.06%
▲ 4.06%▲ 1.47%▲ 3.21%
▼ 0.78%▼ 0.84%▼ 4.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
1.43%
▲ 117.65%
74
Buy
Feb 04, 2026
Airbnb
0.09%
▲ 19.23%
40
Sell
Feb 04, 2026
Pinterest
0.4%
▼ 13.14%
18
Buy
Feb 04, 2026
Coinbase Global
0.79%
▼ 20.50%
31
Buy
Feb 04, 2026
Verizon
1.42%
▲ 18.80%
17
Sell
Feb 04, 2026
Pfizer
1.64%
▲ 4.98%
40
Sell
Feb 04, 2026
iShares MSCI Japan Value ETF
0.78%
▲ 8.28%
8
Sell
Feb 04, 2026
Realty Income
1.34%
▲ 23.01%
22
Sell
Feb 04, 2026
NextEra Energy
1.77%
▲ 29.34%
22
Sell
Feb 04, 2026
Prologis
1.62%
▲ 27.53%
15
Sell
Feb 04, 2026
Centrus Energy
2.25%
▲ 207.31%
58
Buy
Feb 04, 2026
Devon Energy
1.69%
▲ 38.62%
12
Sell
Feb 04, 2026
Berkshire Hathaway B
1.97%
▲ 6.21%
19
Sell
Feb 04, 2026
Constellation Energy Corporation
0.98%
▲ 2.67%
23
Buy
Feb 04, 2026
Chevron
1.38%
▲ 29.86%
10
Sell
Feb 04, 2026
Dominion Energy
0.45%
▲ 6.94%
5
Sell
Feb 04, 2026
GE Vernova Inc.
0.52%
▲ 29.61%
7
Buy
Feb 04, 2026
Trade Desk
0.97%
▼ 43.64%
74
Buy
Feb 03, 2026
Microsoft
1.62%
▲ 11.04%
33
Buy
Feb 03, 2026
PayPal Holdings
0.34%
▼ 36.93%
52
Buy
Feb 03, 2026