New Portfolio Dec 2022 - New Portfolio
stephen
New Portfolio Dec 2022Individual Investor
Ranked #181,590 out of 858,315 TipRanks' Investors
Success Rate
150 out of 245
profitable transactions
profitable transactions
Average Return
16.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.67%
6-Month Return▲ 0.99%
12-Month Return▲ 21.43%
YTD Return▲ 3.74%
Total Return▲ 38.81%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 2.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.50%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.09%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.51%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.25%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 6.08%
Feb 2026
▲ 1.22%
▼ 4.94%
▲ 1.22%
Mar 2026
▲ 1.76%
▲ 0.84%
▲ 1.74%
Apr 2026
▲ 12.88%▲ 3.56%▼ 2.13%
▲ 10.96%▲ 2.38%▼ 3.50%
▼ 3.68%▲ 0.19%▲ 3.09%
▼ 0.10%▲ 0.08%▼ 1.51%
▲ 4.06%▲ 1.47%▲ 7.25%
▼ 1.10%▼ 0.86%▼ 6.08%
▲ 1.22%▼ 4.94%▲ 1.22%
▲ 1.76%▲ 0.84%▲ 1.74%
Recent Activity
Eagle Point Credit Company
14.61%
▼ 31.33%
16
Buy
Jul 10, 2024
Ares Capital
―
▲ 18.62%
10
Close
Jul 10, 2024
Fidelity Large Cap Growth Index Fund
3.18%
▲ 42.74%
5
Buy
Jul 10, 2024
Torm
16.45%
▲ 32.96%
5
Sell
Jul 10, 2024
AGNC Investment
―
▲ 12.64%
2
Close
Jul 10, 2024
Petroleo Brasileiro SA- Petrobras
22.26%
▲ 148.48%
12
Buy
Jun 07, 2024
Hafnia
―
▲ 13.10%
2
Close
Jun 07, 2024
Starwood Property
―
▲ 13.04%
8
Close
Apr 26, 2024
Verizon
―
▲ 12.71%
8
Close
Apr 26, 2024
Fidelity 500 Index Fund
5.01%
▲ 39.75%
5
Buy
Apr 26, 2024
Apple
―
▼ 2.99%
7
Close
Apr 15, 2024
Vanguard S&P 500 Growth ETF
15.82%
▲ 73.02%
6
Buy
Apr 15, 2024
Alphabet Class A
―
▲ 60.05%
4
Close
Apr 15, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 15.79%
9
Close
Apr 15, 2024
Nvidia
―
▲ 102.54%
2
Close
Apr 15, 2024
Ecopetrol SA
―
▲ 8.38%
3
Close
Apr 15, 2024
Rithm Capital
―
▼ 0.48%
2
Close
Apr 15, 2024
IShares Bitcoin Trust Registered
―
▲ 1.86%
2
Close
Apr 15, 2024
Franklin BSP Realty Trust
―
▼ 3.45%
3
Close
Mar 06, 2024
MV Oil Trust Units
―
▼ 9.33%
7
Close
Feb 29, 2024