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New Portfolio Jan 2023 - New Portfolio

Craig R

New Portfolio Jan 2023
Individual Investor
Ranked #27,450 out of 827,347 TipRanks' Investors
Success Rate
80%
312 out of 392
profitable transactions
Average Return
31.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.08%
6-Month Return▲ 54.03%
12-Month Return▲ 48.10%
YTD Return▲ 43.07%
Total Return▲ 209.97%

Best Trade

Opened at
Closed at-
Gain▲ 672.57%

Bio

You tell me what you think.

Performance

16.75%0-16.75%
▲ 0.80%
▼ 0.87%
▲ 0.29%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.96%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.42%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 16.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 16.65%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 5.46%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.29%
▲ 11.63%▲ 6.28%▲ 5.96%
▲ 9.25%▲ 5.14%▲ 0.42%
▲ 7.60%▲ 2.30%▲ 16.75%
▲ 2.76%▲ 2.05%▲ 6.62%
▲ 12.88%▲ 3.56%▲ 5.48%
▲ 10.96%▲ 2.38%▲ 16.65%
▼ 4.30%▼ 1.63%▼ 5.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Calamos Convertible Opportunities And Income Fund
0%
▼ 3.86%
1
Open
Nov 02, 2025
Schwab US Dividend Equity ETF
0%
▲ 9.75%
5
Open
Aug 01, 2025
SoFi
0%
▲ 32.88%
1
Open
Aug 01, 2025
Lantronix
0.06%
▲ 40.40%
7
Buy
Aug 01, 2025
Schwab U.S. Large-Cap Growth ETF
0%
▲ 9.65%
1
Open
Aug 01, 2025
Tesla
14.17%
▲ 140.77%
8
Buy
Mar 23, 2025
Deere
5.15%
▼ 1.54%
1
Open
Mar 23, 2025
Meta Platforms
6.84%
▲ 0.61%
1
Open
Mar 23, 2025
Roundhill Ball Metaverse ETF
▲ 35.55%
2
Close
Mar 08, 2025
UWM Holding
0%
▼ 7.31%
1
Open
Mar 08, 2025
Amazon
0.01%
▲ 42.77%
18
Sell
Feb 04, 2025
AFC Gamma
3.09%
▼ 8.26%
12
Buy
Feb 04, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
5.71%
▲ 30.09%
18
Buy
Feb 04, 2025
Alphabet Class A
0.01%
▲ 64.69%
11
Sell
Feb 04, 2025
Applied Digital Corporation
17.04%
▲ 427.87%
4
Buy
Feb 04, 2025
Nvidia
16.56%
▲ 41.75%
4
Buy
Feb 04, 2025
Uber Technologies
5.06%
▲ 42.28%
2
Buy
Feb 04, 2025
MongoDB
0%
▲ 38.53%
1
Open
Jan 22, 2025
iShares Russell 2000 ETF
0%
▲ 4.18%
1
Open
Dec 14, 2024
Golar LNG
2.07%
▲ 25.56%
14
Sell
Nov 26, 2024