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New Portfolio Jan 2023 - New Portfolio

PerformancePortfolio Details

New Portfolio Jan 2023
Individual Investor
Ranked #98,279 out of 769,291 TipRanks' Investors
Success Rate
65%
173 out of 265
profitable transactions
Average Return
14.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.97%
6-Month Return▲ 16.38%
12-Month Return▲ 38.01%
YTD Return▲ 32.18%
Total Return▲ 75.09%

Best Trade

AssetMeta Platforms (META)
Opened at
Closed at
Gain▲ 234.03%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.67%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.28%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.95%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.39%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.18%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▲ 3.67%
▲ 25.72%▲ 1.21%▲ 0.08%
▼ 4.22%▲ 2.34%▲ 2.97%
▲ 7.82%▲ 2.10%▲ 0.28%
▲ 5.70%▼ 0.89%▲ 0.95%
▲ 37.60%▲ 4.40%▲ 7.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
3.08%
▲ 46.25%
5
Sell
Aug 17, 2024
AMZN
Amazon
7.04%
▲ 26.02%
5
Buy
Aug 17, 2024
MSFT
Microsoft
4.28%
▲ 18.08%
4
Buy
Aug 17, 2024
TSLA
Tesla
3.15%
▲ 115.86%
7
Sell
Aug 17, 2024
UBER
Uber Technologies
―
▲ 43.98%
6
Close
Aug 17, 2024
GOOGL
Alphabet Class A
7.36%
▲ 36.15%
8
Buy
Aug 17, 2024
CAT
Caterpillar
―
▲ 26.00%
4
Close
Aug 17, 2024
SPGI
S&P Global
4.59%
▲ 19.80%
3
Sell
Aug 17, 2024
MCO
Moody's
4.51%
▲ 24.71%
6
Sell
Aug 17, 2024
FICO
Fair Isaac
1.05%
▲ 84.15%
7
Sell
Aug 17, 2024
BKNG
Booking Holdings
1.39%
▲ 44.86%
5
Buy
Aug 17, 2024
CMG
Chipotle
4.15%
▲ 1.89%
7
Buy
Aug 17, 2024
ELF
e.l.f. Beauty
0.73%
▼ 27.97%
9
Buy
Aug 17, 2024
INTU
Intuit
0.29%
▲ 10.94%
6
Sell
Aug 17, 2024
NFLX
Netflix
4.81%
▲ 51.20%
8
Sell
Aug 17, 2024
PYPL
PayPal Holdings
―
▼ 1.52%
7
Close
Aug 17, 2024
SOFI
SoFi Technologies
―
▼ 0.63%
4
Close
Aug 17, 2024
TXRH
Texas Roadhouse
4.96%
▲ 21.90%
4
Buy
Aug 17, 2024
VICI
VICI Properties
3.45%
▲ 11.37%
3
Buy
Aug 17, 2024
CBU0
Ish.Frf T Bd710
―
▲ 6.60%
3
Close
Aug 17, 2024