New Portfolio Jan 2023 - New Portfolio

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New Portfolio Jan 2023
Individual Investor
Ranked #64,324 out of 757,311 TipRanks' Investors
Success Rate
72%
324 out of 450
profitable transactions
Average Return
4.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.22%
6-Month Return▲ 2.16%
12-Month Return▲ 45.75%
YTD Return▲ 19.14%
Total Return▲ 61.53%

Best Trade

Opened at
Closed at-
Gain▲ 153.24%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 13.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.89%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.81%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.30%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.52%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.61%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.12%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 13.61%
▲ 5.05%▲ 3.27%▲ 4.89%
▼ 12.40%▼ 4.03%▼ 5.46%
▲ 11.46%▲ 5.06%▲ 8.81%
▼ 2.25%▲ 3.53%▼ 1.30%
▲ 25.76%▲ 1.21%▲ 1.52%
▼ 4.21%▲ 2.34%▼ 0.61%
▲ 2.65%▼ 0.40%▼ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sprouts Farmers
▲ 95.50%
5
Close
Jun 10, 2024
Vanguard Information Technology ETF
▲ 19.80%
2
Close
Jun 10, 2024
Trane Technologies
3.32%
▲ 10.53%
1
Open
May 26, 2024
Dell Technologies
1.4%
▼ 27.34%
1
Open
May 26, 2024
Eaton
4.77%
▼ 7.39%
1
Open
May 26, 2024
NextEra Energy
2.15%
▲ 11.44%
1
Open
May 26, 2024
PDD Holdings
2.61%
▼ 37.66%
1
Open
May 26, 2024
Marathon Petroleum
▲ 18.52%
5
Close
May 10, 2024
General Dynamics
▲ 31.14%
3
Close
May 10, 2024
Spotify Technology SA
4.71%
▲ 16.76%
1
Open
May 10, 2024
Frontline
▲ 80.47%
3
Close
May 10, 2024
Regeneron
▲ 18.85%
2
Close
May 10, 2024
HCA Healthcare
▲ 15.12%
2
Close
May 10, 2024
Invesco NASDAQ 100 ETF
▲ 13.63%
2
Close
May 10, 2024
Camtek
▲ 51.83%
2
Close
May 10, 2024
Digi International
▲ 8.30%
2
Close
May 10, 2024
Constellation Energy Corporation
2.84%
▼ 6.48%
1
Open
May 10, 2024
Ethereum
▲ 8.93%
6
Close
May 07, 2024
Bitcoin
▲ 30.33%
9
Close
Apr 26, 2024
Huntington Ingalls
▲ 41.13%
3
Close
Apr 25, 2024