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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #19,320 out of 861,732 TipRanks' Investors
Success Rate
76%
100 out of 131
profitable transactions
Average Return
78.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.12%
6-Month Return▲ 16.02%
12-Month Return▲ 44.68%
YTD Return▲ 14.53%
Total Return▲ 133.57%

Best Trade

Opened at
Closed at-
Gain▲ 1681.50%

Bio

Holdings starting in Oct 22

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 3.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.75%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.36%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.71%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 1.99%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.66%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.97%
Apr 2026
▲ 4.83%
▲ 1.80%
▲ 2.13%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 3.16%
▼ 3.68%▲ 0.19%▼ 2.75%
▼ 0.10%▲ 0.08%▼ 0.36%
▲ 4.06%▲ 1.47%▲ 5.71%
▼ 1.26%▼ 0.86%▲ 1.99%
▲ 0.52%▼ 4.94%▼ 3.66%
▲ 16.06%▲ 10.51%▲ 7.97%
▲ 4.83%▲ 1.80%▲ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Business Partners
▲ 40.16%
3
Close
Mar 31, 2026
Brookfield Business Corp. Class A
1.67%
▲ 22.84%
3
Buy
Mar 31, 2026
Amazon
0.57%
▲ 28.93%
1
Open
Feb 06, 2026
Eaton
1.26%
▲ 7.11%
1
Open
Feb 06, 2026
Aberdeen Global Premier Properties Fund of Benef Interest
▲ 53.20%
3
Close
Jan 19, 2026
dentalcorp Holdings
▲ 33.67%
3
Close
Jan 19, 2026
Apple
0.45%
▲ 10.55%
1
Open
Jan 11, 2026
Nvidia
27.05%
▲ 1,611.86%
4
Sell
Dec 22, 2025
MARA Holdings
0.33%
▼ 2.10%
2
Buy
Dec 22, 2025
Palantir Technologies
0.57%
▼ 23.72%
2
Buy
Dec 22, 2025
Oracle
1.18%
▼ 1.31%
1
Open
Dec 22, 2025
CoreWeave
1.35%
▲ 51.88%
1
Open
Dec 22, 2025
Microsoft
1.32%
▼ 13.23%
1
Open
Dec 22, 2025
Strategy
0.57%
▼ 57.36%
1
Open
Jul 10, 2025
Data Commun Management
0.12%
▼ 8.31%
1
Open
Jun 29, 2025
Broadcom
1.95%
▲ 50.53%
1
Open
Jun 29, 2025
Arista Networks
1.04%
▲ 38.55%
1
Open
Jun 29, 2025
Crispr Therapeutics AG
0.44%
▲ 7.77%
1
Open
Jun 29, 2025
Veren
▼ 5.20%
3
Close
May 09, 2025
Whitecap Resources
6.85%
▲ 101.06%
3
Buy
May 09, 2025