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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #206,328 out of 822,163 TipRanks' Investors
Success Rate
59%
173 out of 294
profitable transactions
Average Return
20.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.98%
6-Month Return▲ 14.06%
12-Month Return▲ 11.16%
YTD Return▲ 2.91%
Total Return▲ 83.81%

Best Trade

Opened at
Closed at-
Gain▲ 749.67%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.52%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.81%
Apr 2025
▲ 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
▲ 4.95%
▲ 0.44%
▲ 0.46%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.52%
▲ 0.80%▼ 0.87%▲ 2.81%
▲ 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%
▲ 4.95%▲ 0.44%▲ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 37.21%
6
Close
Jul 25, 2025
Microsoft
▲ 47.49%
5
Close
Jul 25, 2025
Palantir Technologies
0.4%
▲ 473.99%
9
Sell
Jul 25, 2025
Tesla
▲ 100.87%
8
Close
Jul 25, 2025
Uber Technologies
1.73%
▲ 36.61%
7
Open
Jul 25, 2025
Rio Tinto
0.29%
▲ 4.05%
7
Open
Jul 25, 2025
Alphabet Class A
11.97%
▲ 85.86%
9
Buy
Jul 25, 2025
S&P Global
6.39%
▲ 5.74%
4
Buy
Jul 25, 2025
Moody's
4.33%
▲ 28.40%
7
Sell
Jul 25, 2025
Fair Isaac
▲ 20.71%
8
Close
Jul 25, 2025
Airbnb
1.86%
▼ 20.41%
9
Buy
Jul 25, 2025
On Holding AG
0.37%
▼ 13.77%
3
Open
Jul 25, 2025
Costco
2.43%
▲ 30.84%
4
Sell
Jul 25, 2025
Adobe
3.09%
▼ 5.81%
4
Open
Jul 25, 2025
Booking Holdings
4.64%
▲ 28.93%
6
Buy
Jul 25, 2025
Chipotle
1.99%
▼ 30.44%
8
Sell
Jul 25, 2025
Canadian Pacific Kansas City
▼ 5.39%
7
Close
Jul 25, 2025
Chevron
0.34%
▲ 0.95%
3
Open
Jul 25, 2025
e.l.f. Beauty
▼ 28.91%
10
Close
Jul 25, 2025
Intuit
▲ 29.09%
7
Close
Jul 25, 2025