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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #187,777 out of 818,742 TipRanks' Investors
Success Rate
60%
175 out of 294
profitable transactions
Average Return
19.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.47%
6-Month Return▲ 13.78%
12-Month Return▲ 15.06%
YTD Return▲ 3.93%
Total Return▲ 85.63%

Best Trade

Opened at
Closed at-
Gain▲ 685.12%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 3.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.52%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.81%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.97%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.93%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 2.23%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.74%
Aug 2025
▲ 8.21%
▲ 2.19%
▼ 0.01%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 3.04%
▼ 1.80%▼ 5.57%▼ 6.52%
▲ 1.84%▼ 0.87%▲ 2.81%
▲ 12.20%▲ 6.28%▲ 8.97%
▲ 6.24%▲ 5.14%▲ 1.93%
▲ 27.91%▲ 2.30%▼ 2.23%
▲ 4.87%▲ 2.05%▲ 1.74%
▲ 8.21%▲ 2.19%▼ 0.01%

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
0.36%
▲ 436.82%
9
Sell
Jul 25, 2025
Tesla
▲ 100.87%
8
Close
Jul 25, 2025
Uber Technologies
1.58%
▲ 35.55%
7
Open
Jul 25, 2025
Rio Tinto
0.27%
▲ 2.73%
7
Open
Jul 25, 2025
Alphabet Class A
11.68%
▲ 88.71%
9
Buy
Jul 25, 2025
S&P Global
6.95%
▲ 19.55%
4
Buy
Jul 25, 2025
Moody's
4.36%
▲ 34.53%
7
Sell
Jul 25, 2025
Fair Isaac
▲ 20.71%
8
Close
Jul 25, 2025
Airbnb
1.84%
▼ 18.19%
9
Buy
Jul 25, 2025
On Holding AG
0.37%
▼ 11.67%
3
Open
Jul 25, 2025
Costco
2.46%
▲ 37.74%
4
Sell
Jul 25, 2025
Adobe
3.08%
▼ 3.96%
4
Open
Jul 25, 2025
Booking Holdings
4.73%
▲ 36.59%
6
Buy
Jul 25, 2025
Chipotle
1.86%
▼ 32.61%
8
Sell
Jul 25, 2025
Canadian Pacific Kansas City
▼ 5.39%
7
Close
Jul 25, 2025
Chevron
0.34%
▲ 2.64%
3
Open
Jul 25, 2025
e.l.f. Beauty
▼ 28.91%
10
Close
Jul 25, 2025
Intuit
▲ 29.09%
7
Close
Jul 25, 2025