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New Portfolio Jan 2023 - New Portfolio
New Portfolio Jan 2023
Individual Investor
Ranked #107,922 out of 781,066 TipRanks' Investors
Success Rate
168 out of 265
profitable transactions
profitable transactions
Average Return
16.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.73%
6-Month Return▲ 14.28%
12-Month Return▲ 38.72%
YTD Return▲ 0.27%
Total Return▲ 79.17%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.67%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.08%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.22%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.77%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.63%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.27%
Jan 2025
▲ 9.79%▲ 3.53%▲ 3.67%
▲ 8.13%▲ 1.21%▲ 0.08%
▼ 13.14%▲ 2.34%▲ 2.97%
▲ 2.93%▲ 2.10%▲ 2.22%
▲ 10.00%▼ 0.89%▲ 0.77%
▲ 26.04%▲ 5.96%▲ 9.49%
▲ 5.93%▼ 2.41%▼ 1.63%
▲ 9.79%▲ 0.95%▲ 0.27%
Recent Activity
Apple
3.04%
▲ 47.18%
5
Sell
Aug 17, 2024
Amazon
7.95%
▲ 43.53%
5
Buy
Aug 17, 2024
Microsoft
4.34%
▲ 22.71%
4
Buy
Aug 17, 2024
Tesla
3.75%
▲ 171.06%
7
Sell
Aug 17, 2024
Uber Technologies
―
▲ 43.98%
6
Close
Aug 17, 2024
Alphabet Class A
8.63%
▲ 59.37%
8
Buy
Aug 17, 2024
Caterpillar
―
▲ 26.00%
4
Close
Aug 17, 2024
S&P Global
4.42%
▲ 17.78%
3
Sell
Aug 17, 2024
Moody's
4.4%
▲ 24.39%
6
Sell
Aug 17, 2024
Fair Isaac
0.84%
▲ 49.70%
7
Sell
Aug 17, 2024
Booking Holdings
1.3%
▲ 37.19%
5
Buy
Aug 17, 2024
Chipotle
3.8%
▼ 2.29%
7
Buy
Aug 17, 2024
e.l.f. Beauty
0.73%
▼ 25.33%
9
Buy
Aug 17, 2024
Intuit
0.27%
▼ 1.08%
6
Sell
Aug 17, 2024
Netflix
4.53%
▲ 44.57%
8
Sell
Aug 17, 2024
PayPal Holdings
―
▼ 1.52%
7
Close
Aug 17, 2024
SoFi Technologies
―
▼ 0.63%
4
Close
Aug 17, 2024
Texas Roadhouse
4.49%
▲ 13.65%
4
Buy
Aug 17, 2024
VICI Properties
3.1%
▲ 2.41%
3
Buy
Aug 17, 2024
Ish.Frf T Bd710
―
▲ 6.60%
3
Close
Aug 17, 2024