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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #243,269 out of 836,058 TipRanks' Investors
Success Rate
57%
180 out of 316
profitable transactions
Average Return
18.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.99%
6-Month Return▲ 2.71%
12-Month Return▲ 9.81%
YTD Return▲ 4.94%
Total Return▲ 92.31%

Best Trade

Opened at
Closed at-
Gain▲ 724.91%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 2.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.95%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 4.94%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▼ 2.94%
▼ 0.10%▲ 0.08%▲ 2.95%
▲ 1.08%▲ 1.11%▲ 4.94%

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
16.71%
▲ 127.70%
10
Buy
Oct 09, 2025
Hermes International
5.85%
▲ 6.18%
3
Open
Oct 09, 2025
LVMH Moet Hennessy Louis Vuitton
4.59%
▲ 7.83%
3
Open
Oct 09, 2025
On Holding AG
0.12%
▼ 4.99%
4
Sell
Oct 09, 2025
Costco
1.93%
▲ 14.16%
5
Buy
Oct 09, 2025
Chipotle
2.37%
▼ 28.57%
9
Buy
Oct 09, 2025
Chevron
▼ 0.11%
4
Close
Oct 09, 2025
PayPal Holdings
0.7%
▼ 5.79%
8
Open
Oct 09, 2025
Texas Roadhouse
7.09%
▲ 12.51%
6
Sell
Oct 09, 2025
Palo Alto Networks
0.4%
▲ 3.00%
5
Open
Oct 09, 2025
UnitedHealth
0.73%
▲ 1.43%
4
Open
Oct 09, 2025
Reddit Inc Class A
3.07%
▲ 21.11%
9
Sell
Oct 09, 2025
Starbucks
▼ 8.26%
5
Close
Oct 09, 2025
Coterra Energy
▲ 1.14%
4
Close
Oct 09, 2025
Enphase Energy
0.32%
▼ 2.96%
4
Open
Oct 09, 2025
Nvidia
0.28%
▲ 77.69%
8
Sell
Oct 09, 2025
Zscaler
0.33%
▼ 13.11%
3
Open
Oct 09, 2025
Duolingo
1.47%
▼ 29.72%
6
Buy
Oct 09, 2025
Toyota Motor
1.62%
▲ 8.71%
5
Sell
Oct 09, 2025