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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #462,657 out of 812,326 TipRanks' Investors
Success Rate
45%
158 out of 351
profitable transactions
Average Return
5.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.75%
6-Month Return▲ 2.29%
12-Month Return▲ 19.43%
YTD Return▲ 4.77%
Total Return▲ 56.29%

Best Trade

Opened at
Closed at
Gain▲ 167.74%

Bio

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 3.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.96%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.74%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 2.00%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.97%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.23%
▼ 12.86%▼ 1.27%▼ 5.50%
▼ 1.80%▼ 5.57%▼ 5.96%
▲ 1.84%▼ 0.87%▲ 1.38%
▲ 12.20%▲ 6.28%▲ 8.75%
▲ 6.24%▲ 5.14%▲ 6.74%
▲ 27.86%▲ 2.30%▼ 2.00%
▲ 0.42%▲ 0.11%▼ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palo Alto Networks
▲ 18.17%
4
Close
Aug 06, 2025
Seanergy Maritime
1.81%
▲ 0.72%
11
Open
Aug 06, 2025
Silicon Motion
3.16%
▼ 3.68%
11
Buy
Aug 06, 2025
CrowdStrike Holdings
▲ 47.81%
5
Close
Aug 06, 2025
Dutch Bros Inc
▼ 20.12%
4
Close
Aug 06, 2025
Vistra Energy
5.55%
▲ 32.09%
5
Buy
Aug 06, 2025
Insulet
0.01%
▲ 7.08%
2
Sell
Aug 06, 2025
Strategy
6.78%
▲ 36.45%
4
Buy
Aug 06, 2025
Vertiv Holdings
7.75%
▲ 30.05%
2
Buy
Aug 06, 2025
Brainsway
4.92%
▲ 3.10%
4
Buy
Aug 06, 2025
SPDR S&P 500 ETF Trust
2.44%
▼ 0.08%
1
Open
Aug 06, 2025
Vanguard Total Stock Market ETF
5.02%
▲ 23.85%
4
Buy
Jul 02, 2025
Inventiva
▼ 8.59%
6
Close
Jul 02, 2025
GXO Logistics
1.29%
▲ 0.79%
1
Open
Jul 02, 2025
89bio
2%
▼ 8.03%
5
Buy
Jun 16, 2025
Mineralys Therapeutics, Inc.
▼ 14.31%
4
Close
Jun 16, 2025
Telix Pharmaceuticals
▲ 4.12%
4
Close
Jun 12, 2025
Archer Aviation
1.42%
▼ 19.31%
4
Open
Jun 11, 2025
Enterprise Products Partners
▲ 49.24%
5
Close
Jun 04, 2025
NerdWallet, Inc. Class A
▲ 3.45%
2
Close
Jun 04, 2025