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New Portfolio Oct 2022 - New Portfolio

PerformancePortfolio Details

New Portfolio Oct 2022
Individual Investor
Ranked #24,556 out of 781,066 TipRanks' Investors
Success Rate
72%
849 out of 1182
profitable transactions
Average Return
41.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.82%
6-Month Return▲ 22.22%
12-Month Return▲ 37.61%
YTD Return▲ 3.73%
Total Return▲ 95.95%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1051.90%

Bio

Trying to save enough to retire comfortably

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.13%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.27%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.60%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.03%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.92%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.29%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.73%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.13%
▲ 8.13%▲ 1.21%▲ 3.27%
▼ 13.14%▲ 2.34%▲ 2.60%
▲ 2.93%▲ 2.10%▲ 10.48%
▲ 10.00%▼ 0.89%▼ 0.03%
▲ 26.04%▲ 5.96%▲ 7.92%
▲ 5.93%▼ 2.41%▼ 3.29%
▲ 9.79%▲ 0.95%▲ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BEPC
Brookfield Renewable
2.24%
▼ 16.18%
22
Buy
Jan 17, 2025
PAYC
Paycom
―
▼ 5.61%
25
Close
Jan 16, 2025
TSLA
Tesla
2.09%
▲ 143.57%
95
Sell
Jan 15, 2025
SHOP
Shopify
0.95%
▲ 93.72%
54
Sell
Jan 14, 2025
SNOW
Snowflake
1.41%
▲ 23.01%
32
Sell
Jan 14, 2025
SE
Sea
0.35%
▲ 175.26%
45
Sell
Jan 14, 2025
PYPL
PayPal Holdings
0.86%
▲ 39.31%
46
Sell
Jan 14, 2025
SBUX
Starbucks
0.74%
▲ 11.63%
20
Sell
Jan 14, 2025
ENPH
Enphase Energy
0.3%
▼ 47.21%
26
Buy
Jan 13, 2025
ASML
ASML Holding
1.73%
▲ 2.87%
28
Buy
Jan 13, 2025
CCJ
Cameco
2%
▲ 0.83%
14
Buy
Jan 13, 2025
NEE
NextEra Energy
1.2%
▼ 3.26%
12
Buy
Jan 13, 2025
LEU
Centrus Energy
1.88%
▲ 7.95%
11
Buy
Jan 13, 2025
BWXT
BWX Technologies
1.36%
▲ 7.20%
6
Buy
Jan 13, 2025
BIDU
Baidu
1.63%
▼ 23.25%
40
Buy
Jan 10, 2025
KHC
Kraft Heinz
1.66%
▼ 8.71%
20
Buy
Jan 10, 2025
AMD
Advanced Micro Devices
1.03%
▼ 1.55%
7
Buy
Jan 10, 2025
JNJ
Johnson & Johnson
1.56%
▼ 0.28%
19
Buy
Jan 08, 2025
PFE
Pfizer
1.74%
▼ 7.50%
33
Buy
Jan 08, 2025
TTD
Trade Desk
0.27%
▲ 119.46%
39
Sell
Jan 06, 2025