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New Portfolio Jan 2023 - New Portfolio

Craig R

New Portfolio Jan 2023
Individual Investor
Ranked #158,012 out of 798,015 TipRanks' Investors
Success Rate
61%
235 out of 387
profitable transactions
Average Return
6.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.28%
6-Month Return▼ 2.56%
12-Month Return▲ 1.27%
YTD Return▼ 8.42%
Total Return▲ 98.42%

Best Trade

Opened at
Closed at-
Gain▲ 399.04%

Bio

You tell me what you think.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 10.15%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.75%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.00%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 1.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.14%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.53%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 0.37%
Apr 2025
▼ 0.11%
▲ 2.20%
▼ 1.44%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 10.15%
▲ 25.97%▲ 5.96%▲ 10.75%
▲ 5.39%▼ 2.41%▼ 2.00%
▲ 6.00%▲ 2.69%▲ 1.25%
▼ 12.86%▼ 1.27%▼ 7.14%
▼ 1.80%▼ 5.57%▼ 1.53%
▲ 1.74%▼ 0.87%▲ 0.37%
▼ 0.11%▲ 2.20%▼ 1.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
13.77%
▲ 57.10%
8
Buy
Mar 23, 2025
Deere
7.88%
▲ 0.64%
1
Open
Mar 23, 2025
Meta Platforms
9.81%
▼ 3.16%
1
Open
Mar 23, 2025
Roundhill Ball Metaverse ETF
▲ 35.55%
2
Close
Mar 08, 2025
UWM Holding
0%
▼ 19.15%
1
Open
Mar 08, 2025
Amazon
0.01%
▲ 8.86%
18
Sell
Feb 04, 2025
AFC Gamma
8.43%
▼ 0.27%
12
Buy
Feb 04, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
7.59%
▲ 8.77%
18
Buy
Feb 04, 2025
Alphabet Class A
0.01%
▼ 3.21%
11
Sell
Feb 04, 2025
Applied Digital Corporation
4.23%
▼ 11.91%
4
Buy
Feb 04, 2025
Nvidia
14.91%
▼ 14.26%
4
Buy
Feb 04, 2025
Uber Technologies
7%
▲ 32.14%
2
Buy
Feb 04, 2025
MongoDB
0%
▼ 33.64%
1
Open
Jan 22, 2025
iShares Russell 2000 ETF
0%
▼ 14.70%
1
Open
Dec 14, 2024
Golar LNG
3.2%
▲ 28.65%
14
Sell
Nov 26, 2024
MGM Resorts
6.83%
▼ 18.52%
8
Buy
Nov 26, 2024
COMPASS Pathways
5.96%
▼ 34.94%
9
Buy
Nov 26, 2024
Procter & Gamble
0%
▼ 10.33%
1
Open
Nov 26, 2024
Energy Transfer
0.01%
▲ 17.79%
15
Sell
Nov 21, 2024
Rogers Communication
4.16%
▼ 30.91%
6
Buy
Nov 21, 2024