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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #17,513 out of 807,269 TipRanks' Investors
Success Rate
75%
90 out of 120
profitable transactions
Average Return
51.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.97%
6-Month Return▲ 10.34%
12-Month Return▲ 18.26%
YTD Return▲ 12.06%
Total Return▲ 80.78%

Best Trade

Opened at
Closed at-
Gain▲ 1247.48%

Bio

Holdings starting in Oct 22

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.46%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.93%
Jan 2025
▼ 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
▲ 1.29%
▲ 0.46%
▲ 2.63%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.46%
▲ 6.03%▲ 2.69%▲ 1.93%
▼ 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%
▲ 1.29%▲ 0.46%▲ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Data Commun Management
0.17%
▲ 0.54%
1
Open
Jun 29, 2025
Broadcom
1.52%
▼ 1.40%
1
Open
Jun 29, 2025
Arista Networks
0.9%
▲ 1.06%
1
Open
Jun 29, 2025
Crispr Therapeutics AG
0.54%
▲ 12.71%
1
Open
Jun 29, 2025
Veren
▼ 5.20%
3
Close
May 09, 2025
Whitecap Resources
4.89%
▲ 15.25%
3
Buy
May 09, 2025
dentalcorp Holdings
0.75%
▲ 0.02%
2
Buy
Dec 02, 2024
Brookfield Business Partners
1.45%
▲ 11.84%
2
Buy
Dec 02, 2024
Brookfield Business Corp. Class A
0.09%
▲ 18.14%
2
Buy
Dec 02, 2024
Precision Drilling
1.03%
▼ 10.33%
2
Buy
Dec 02, 2024
iShares Russell 2000 ETF
1.95%
▲ 3.30%
2
Buy
Dec 02, 2024
Haivision Systems
0.24%
▲ 4.52%
2
Buy
Dec 02, 2024
IShares Bitcoin Trust Registered
1.92%
▲ 34.52%
2
Buy
Dec 02, 2024
CNH Industrial
1.2%
▲ 19.06%
2
Buy
Dec 02, 2024
Super Micro Computer
1.53%
▼ 7.37%
2
Buy
Dec 02, 2024
Amdocs
4.32%
▲ 15.88%
2
Buy
Dec 02, 2024
Deckers Outdoor
▲ 22.97%
3
Close
Dec 02, 2024
Formfactor
0.82%
▼ 27.68%
2
Buy
Dec 02, 2024
ASML Holding
0.3%
▼ 1.45%
2
Buy
Dec 02, 2024
AppLovin
2.14%
▲ 154.11%
2
Buy
Dec 02, 2024