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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #272,458 out of 857,392 TipRanks' Investors
Success Rate
56%
176 out of 316
profitable transactions
Average Return
14.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.58%
6-Month Return▼ 12.73%
12-Month Return▼ 6.04%
YTD Return▼ 12.29%
Total Return▲ 60.67%

Best Trade

Opened at
Closed at-
Gain▲ 650.19%

Bio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 1.74%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.43%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.95%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.97%
Jan 2026
▼ 1.16%
▼ 0.86%
▼ 4.17%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 3.69%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 1.74%
▲ 12.88%▲ 3.56%▼ 1.43%
▲ 10.96%▲ 2.38%▼ 0.43%
▼ 3.68%▲ 0.19%▼ 2.97%
▼ 0.10%▲ 0.08%▲ 2.95%
▲ 4.06%▲ 1.47%▼ 4.97%
▼ 1.16%▼ 0.86%▼ 4.17%
▲ 3.02%▼ 4.20%▼ 3.69%

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
18.53%
▲ 111.49%
10
Buy
Oct 09, 2025
Hermes International
5.16%
▼ 7.26%
3
Open
Oct 09, 2025
LVMH Moet Hennessy Louis Vuitton
3.89%
▼ 8.90%
3
Open
Oct 09, 2025
On Holding AG
0.12%
▼ 15.60%
4
Sell
Oct 09, 2025
Costco
2.44%
▲ 20.61%
5
Buy
Oct 09, 2025
Chipotle
2.41%
▼ 39.18%
9
Buy
Oct 09, 2025
Chevron
▼ 0.11%
4
Close
Oct 09, 2025
PayPal Holdings
0.66%
▼ 9.14%
8
Open
Oct 09, 2025
Texas Roadhouse
7.84%
▲ 4.64%
6
Sell
Oct 09, 2025
Palo Alto Networks
0.41%
▼ 1.15%
5
Open
Oct 09, 2025
UnitedHealth
0.68%
▼ 8.86%
4
Open
Oct 09, 2025
Reddit Inc Class A
2.03%
▲ 2.23%
9
Sell
Oct 09, 2025
Starbucks
▼ 8.26%
5
Close
Oct 09, 2025
Coterra Energy
▲ 1.14%
4
Close
Oct 09, 2025
Enphase Energy
0.44%
▲ 4.30%
4
Open
Oct 09, 2025
Nvidia
0.32%
▲ 68.67%
8
Sell
Oct 09, 2025
Zscaler
0.27%
▼ 23.98%
3
Open
Oct 09, 2025
Duolingo
1.01%
▼ 59.68%
6
Buy
Oct 09, 2025
Toyota Motor
1.9%
▲ 6.64%
5
Sell
Oct 09, 2025