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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #450,329 out of 808,558 TipRanks' Investors
Success Rate
46%
157 out of 344
profitable transactions
Average Return
6.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.53%
6-Month Return▲ 2.70%
12-Month Return▲ 15.60%
YTD Return▲ 6.50%
Total Return▲ 58.87%

Best Trade

Opened at
Closed at
Gain▲ 167.74%

Bio

Performance

14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▼ 3.58%
Dec 2024
▲ 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
▲ 14.45%
▲ 1.03%
▼ 1.35%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.58%
▲ 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%
▲ 14.45%▲ 1.03%▼ 1.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total Stock Market ETF
4.87%
▲ 22.33%
4
Buy
Jul 02, 2025
Inventiva
▼ 8.59%
6
Close
Jul 02, 2025
Brainsway
3.64%
▲ 6.98%
3
Buy
Jul 02, 2025
GXO Logistics
1.28%
▲ 2.00%
1
Open
Jul 02, 2025
89bio
2.32%
▲ 0.22%
5
Buy
Jun 16, 2025
Vistra Energy
3.76%
▲ 24.96%
4
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
1.72%
▼ 13.04%
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
Microvast Holdings
▼ 13.39%
3
Close
Jun 04, 2025
SkyWest
4.34%
▲ 9.77%
2
Buy
Jun 04, 2025
Eos Energy Enterprises
▲ 26.80%
16
Close
Jun 02, 2025
Dutch Bros Inc
2.22%
▼ 13.08%
3
Buy
Jun 02, 2025
Sunrun
▲ 3.05%
7
Close
May 28, 2025
Seneca Foods
5.05%
▲ 15.42%
3
Buy
May 27, 2025
Lifeway Foods
▼ 4.87%
2
Close
May 27, 2025
SouthState Corporation
▼ 11.36%
5
Close
May 23, 2025
Micron
3.25%
▲ 24.52%
3
Buy
May 23, 2025