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New Portfolio Dec 2022 - New Portfolio

William

New Portfolio Dec 2022
Individual Investor
Ranked #50,244 out of 817,143 TipRanks' Investors
Success Rate
81%
30 out of 37
profitable transactions
Average Return
61.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.14%
6-Month Return▲ 42.66%
12-Month Return▲ 96.42%
YTD Return▲ 33.44%
Total Return▲ 435.14%

Best Trade

Opened at
Closed at-
Gain▲ 830.27%

Bio

Future trends

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 10.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.24%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 8.85%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.42%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.24%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 9.82%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.54%
Aug 2025
▲ 3.14%
▲ 0.59%
▲ 3.53%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 10.95%
▼ 1.80%▼ 5.57%▼ 2.24%
▲ 1.84%▼ 0.87%▲ 8.85%
▲ 12.20%▲ 6.28%▲ 13.42%
▲ 6.24%▲ 5.14%▲ 5.24%
▲ 27.87%▲ 2.30%▲ 9.82%
▲ 4.87%▲ 2.05%▲ 1.54%
▲ 3.14%▲ 0.59%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JD
0%
▲ 5.29%
1
Open
Sep 03, 2025
Green Dot
0%
▲ 0.80%
1
Open
Sep 03, 2025
SoFi
0%
▲ 6.00%
1
Open
Sep 03, 2025
Alibaba
0%
▲ 11.01%
2
Open
Aug 31, 2025
Baidu
0%
▲ 12.84%
1
Open
Aug 31, 2025
Tencent Holdings
0%
▲ 2.99%
1
Open
Aug 31, 2025
Xiaomi
0%
▼ 1.54%
1
Open
Aug 31, 2025
UnitedHealth
0%
▲ 0.02%
8
Open
Aug 19, 2025
Vertiv Holdings
0%
▼ 5.60%
1
Open
Aug 19, 2025
Williams Co
0%
▲ 0.50%
1
Open
Aug 19, 2025
Oscar Health
▼ 30.43%
2
Close
Jul 24, 2025
Strategy
0%
▼ 20.49%
1
Open
Jul 24, 2025
Advanced Micro Devices
0%
▲ 6.57%
5
Open
Jun 27, 2025
First Solar
0%
▲ 10.70%
5
Open
Jun 27, 2025
TSMC
0%
▲ 8.15%
1
Open
Jun 27, 2025
Grayscale Ethereum Mini Trust (ETH)
0%
▲ 61.70%
1
Open
May 29, 2025
Apple
▲ 31.51%
4
Close
May 27, 2025
NEXTracker, Inc. Class A
0.00%
2
Close
May 26, 2025
Palantir Technologies
0%
▲ 446.22%
3
Open
Jan 19, 2024
Bitcoin
0%
▲ 160.67%
1
Open
Jan 13, 2024