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New Portfolio Dec 2022 - New Portfolio
stephen
New Portfolio Dec 2022Individual Investor
Ranked #77,465 out of 757,311 TipRanks' Investors
Success Rate
163 out of 245
profitable transactions
profitable transactions
Average Return
10.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.83%
6-Month Return▲ 9.10%
12-Month Return▲ 18.70%
YTD Return▲ 13.66%
Total Return▲ 26.60%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.84%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.31%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 0.65%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.49%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.51%
Sep 2024
▲ 14.08%▲ 5.22%▲ 0.31%
▲ 5.05%▲ 3.27%▲ 2.21%
▼ 12.40%▼ 4.03%▲ 1.43%
▲ 11.46%▲ 5.06%▲ 2.84%
▼ 2.25%▲ 3.53%▲ 1.31%
▲ 25.76%▲ 1.21%▼ 0.65%
▼ 4.21%▲ 2.34%▲ 2.49%
▲ 2.65%▼ 0.40%▼ 0.51%
Recent Activity
Eagle Point Credit Company
31.36%
▲ 17.41%
16
Buy
Jul 10, 2024
Ares Capital
―
▲ 18.62%
10
Close
Jul 10, 2024
Fidelity Large Cap Growth Index Fund
2.35%
▲ 20.74%
5
Buy
Jul 10, 2024
Torm
18%
▲ 37.94%
5
Sell
Jul 10, 2024
AGNC Investment
―
▲ 12.64%
2
Close
Jul 10, 2024
Petroleo Brasileiro SA- Petrobras
13.86%
▲ 50.14%
12
Buy
Jun 07, 2024
Hafnia
―
▲ 13.10%
2
Close
Jun 07, 2024
Starwood Property
―
▲ 13.05%
8
Close
Apr 26, 2024
Verizon
―
▲ 12.71%
8
Close
Apr 26, 2024
Fidelity 500 Index Fund
3.74%
▲ 19.24%
5
Buy
Apr 26, 2024
Apple
―
▼ 2.99%
7
Close
Apr 15, 2024
Vanguard S&P 500 Growth ETF
11.48%
▲ 38.77%
6
Buy
Apr 15, 2024
Alphabet Class A
―
▲ 60.05%
4
Close
Apr 15, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 15.78%
9
Close
Apr 15, 2024
Nvidia
―
▲ 102.53%
2
Close
Apr 15, 2024
Ecopetrol SA
―
▲ 8.39%
3
Close
Apr 15, 2024
Rithm Capital
―
▼ 0.47%
2
Close
Apr 15, 2024
IShares Bitcoin Trust Registered
―
▲ 1.86%
2
Close
Apr 15, 2024
Franklin BSP Realty Trust
―
▼ 3.44%
3
Close
Mar 06, 2024
MV Oil Trust Units
―
▼ 9.32%
7
Close
Feb 29, 2024