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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #13,491 out of 818,989 TipRanks' Investors
Success Rate
79%
95 out of 121
profitable transactions
Average Return
64.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.55%
6-Month Return▲ 23.23%
12-Month Return▲ 24.93%
YTD Return▲ 23.95%
Total Return▲ 99.96%

Best Trade

Opened at
Closed at-
Gain▲ 1384.38%

Bio

Holdings starting in Oct 22

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 1.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.60%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.86%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.71%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.57%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.01%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.33%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 5.65%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.51%
▼ 1.80%▼ 5.57%▼ 2.60%
▲ 1.84%▼ 0.87%▼ 0.86%
▲ 12.20%▲ 6.28%▲ 6.71%
▲ 6.24%▲ 5.14%▲ 5.57%
▲ 27.91%▲ 2.30%▲ 2.01%
▲ 4.87%▲ 2.05%▲ 5.33%
▲ 9.23%▲ 2.67%▲ 5.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Strategy
1.17%
▼ 17.22%
1
Open
Jul 10, 2025
Data Commun Management
0.12%
▼ 20.40%
1
Open
Jun 29, 2025
Broadcom
1.73%
▲ 25.29%
1
Open
Jun 29, 2025
Arista Networks
1.15%
▲ 43.35%
1
Open
Jun 29, 2025
Crispr Therapeutics AG
0.56%
▲ 29.40%
1
Open
Jun 29, 2025
Veren
▼ 5.20%
3
Close
May 09, 2025
Whitecap Resources
5.03%
▲ 34.69%
3
Buy
May 09, 2025
dentalcorp Holdings
0.66%
▼ 1.56%
2
Buy
Dec 02, 2024
Brookfield Business Partners
1.39%
▲ 21.55%
2
Buy
Dec 02, 2024
Brookfield Business Corp. Class A
0.1%
▲ 42.71%
2
Buy
Dec 02, 2024
Precision Drilling
1.04%
▲ 1.46%
2
Buy
Dec 02, 2024
iShares Russell 2000 ETF
1.94%
▲ 14.64%
2
Buy
Dec 02, 2024
Haivision Systems
0.21%
▲ 1.14%
2
Buy
Dec 02, 2024
IShares Bitcoin Trust Registered
1.86%
▲ 45.25%
2
Buy
Dec 02, 2024
CNH Industrial
0.87%
▼ 3.62%
2
Buy
Dec 02, 2024
Super Micro Computer
1.28%
▼ 13.35%
2
Buy
Dec 02, 2024
Amdocs
3.53%
▲ 5.71%
2
Buy
Dec 02, 2024
Deckers Outdoor
▲ 22.97%
3
Close
Dec 02, 2024
Formfactor
0.74%
▼ 27.22%
2
Buy
Dec 02, 2024
ASML Holding
0.31%
▲ 15.42%
2
Buy
Dec 02, 2024