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New Portfolio Dec 2022 - New Portfolio

William

New Portfolio Dec 2022
Individual Investor
Ranked #132,247 out of 848,603 TipRanks' Investors
Success Rate
64%
34 out of 53
profitable transactions
Average Return
48.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.65%
6-Month Return▲ 37.52%
12-Month Return▲ 68.06%
YTD Return▲ 15.49%
Total Return▲ 556.26%

Best Trade

Opened at
Closed at-
Gain▲ 966.51%

Bio

Future trends

Performance

15.49%0-15.49%
▲ 9.25%
▲ 5.14%
▲ 5.24%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 9.82%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.54%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 12.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.70%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 8.11%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.50%
Dec 2025
▲ 3.08%
▲ 1.94%
▲ 15.49%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.24%
▲ 7.60%▲ 2.30%▲ 9.82%
▲ 2.76%▲ 2.05%▲ 1.54%
▲ 12.88%▲ 3.56%▲ 12.57%
▲ 10.96%▲ 2.38%▲ 4.70%
▼ 3.58%▲ 0.19%▼ 8.11%
▼ 0.10%▲ 0.08%▲ 1.50%
▲ 3.08%▲ 1.94%▲ 15.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bloom Energy
▼ 13.72%
2
Close
Dec 30, 2025
POET Technologies
0%
▲ 9.17%
1
Open
Dec 28, 2025
Lumentum Holdings
0%
▼ 3.03%
1
Open
Dec 28, 2025
AXT
0%
▲ 47.43%
1
Open
Dec 28, 2025
NextEra Energy
0%
▼ 4.56%
1
Open
Nov 26, 2025
Vistra Corp
0%
▼ 2.91%
1
Open
Nov 26, 2025
UnitedHealth
▲ 0.55%
9
Close
Nov 25, 2025
Baidu
▲ 22.42%
2
Close
Nov 25, 2025
JD
▼ 6.60%
2
Close
Nov 25, 2025
PayPal Holdings
▼ 13.93%
2
Close
Nov 25, 2025
XPeng, Inc. ADR
0%
▼ 25.01%
1
Open
Nov 11, 2025
Strategy
▼ 40.47%
2
Close
Nov 04, 2025
Idaho Strategic Resources
▼ 36.59%
2
Close
Nov 04, 2025
Xiaomi
▼ 17.74%
2
Close
Oct 26, 2025
MP Materials
0%
▼ 32.86%
1
Open
Oct 12, 2025
USA Rare Earth
0%
▼ 56.90%
1
Open
Oct 12, 2025
Texas Mineral Resources
0%
▼ 70.89%
1
Open
Oct 12, 2025
Williams Co
▲ 12.49%
2
Close
Oct 09, 2025
Kraken Robotics Systems Inc
0%
▲ 55.91%
1
Open
Oct 06, 2025
iShares Silver Trust
0%
▲ 78.39%
1
Open
Oct 05, 2025