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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #241,998 out of 832,415 TipRanks' Investors
Success Rate
57%
180 out of 316
profitable transactions
Average Return
17.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.44%
6-Month Return▼ 0.79%
12-Month Return▼ 1.16%
YTD Return▲ 1.91%
Total Return▲ 82.11%

Best Trade

Opened at
Closed at-
Gain▲ 756.20%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.97%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.93%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.74%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.43%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.94%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 2.31%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.97%
▲ 9.25%▲ 5.14%▲ 1.93%
▲ 7.60%▲ 2.30%▼ 2.23%
▲ 2.76%▲ 2.05%▲ 1.74%
▲ 12.88%▲ 3.56%▼ 1.43%
▲ 10.96%▲ 2.38%▼ 0.43%
▼ 3.44%▲ 0.19%▼ 2.94%
▼ 0.68%▼ 0.24%▲ 2.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rio Tinto
▲ 4.36%
8
Close
Oct 09, 2025
Alphabet Class A
16.44%
▲ 116.40%
10
Buy
Oct 09, 2025
Hermes International
5.88%
▲ 4.20%
3
Open
Oct 09, 2025
LVMH Moet Hennessy Louis Vuitton
4.58%
▲ 5.34%
3
Open
Oct 09, 2025
On Holding AG
0.12%
▼ 6.83%
4
Sell
Oct 09, 2025
Costco
1.94%
▲ 10.31%
5
Buy
Oct 09, 2025
Chipotle
2.26%
▼ 34.11%
9
Buy
Oct 09, 2025
Chevron
▼ 0.11%
4
Close
Oct 09, 2025
PayPal Holdings
0.77%
▼ 4.90%
8
Open
Oct 09, 2025
Texas Roadhouse
6.84%
▲ 4.83%
6
Sell
Oct 09, 2025
Palo Alto Networks
0.42%
▲ 3.13%
5
Open
Oct 09, 2025
UnitedHealth
0.75%
▲ 0.75%
4
Open
Oct 09, 2025
Reddit Inc Class A
2.81%
▲ 16.24%
9
Sell
Oct 09, 2025
Starbucks
▼ 8.26%
5
Close
Oct 09, 2025
Coterra Energy
▲ 1.14%
4
Close
Oct 09, 2025
Enphase Energy
0.3%
▼ 7.38%
4
Open
Oct 09, 2025
Nvidia
0.27%
▲ 68.07%
8
Sell
Oct 09, 2025
Zscaler
0.37%
▼ 10.58%
3
Open
Oct 09, 2025
Duolingo
1.72%
▼ 20.67%
6
Buy
Oct 09, 2025
Toyota Motor
1.63%
▲ 5.36%
5
Sell
Oct 09, 2025