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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #214,761 out of 825,627 TipRanks' Investors
Success Rate
59%
187 out of 316
profitable transactions
Average Return
19.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.18%
6-Month Return▲ 11.27%
12-Month Return▲ 11.01%
YTD Return▲ 4.68%
Total Return▲ 86.96%

Best Trade

Opened at
Closed at-
Gain▲ 784.33%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.53%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.81%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.97%
May 2025
▲ 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
▲ 10.60%
▲ 3.13%
▲ 2.18%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.53%
▲ 0.80%▼ 0.87%▲ 2.81%
▲ 11.63%▲ 6.28%▲ 8.97%
▲ 9.25%▲ 5.14%▲ 1.93%
▲ 7.60%▲ 2.30%▼ 2.23%
▲ 2.76%▲ 2.05%▲ 1.74%
▲ 12.88%▲ 3.56%▼ 1.43%
▲ 10.60%▲ 3.13%▲ 2.18%

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
14.24%
▲ 87.02%
10
Buy
Oct 09, 2025
Hermes International
6.02%
▲ 5.80%
3
Open
Oct 09, 2025
LVMH Moet Hennessy Louis Vuitton
4.49%
▲ 3.97%
3
Open
Oct 09, 2025
On Holding AG
0.1%
▼ 14.30%
4
Sell
Oct 09, 2025
Costco
2.03%
▲ 15.10%
5
Buy
Oct 09, 2025
Chipotle
2.52%
▼ 26.60%
9
Buy
Oct 09, 2025
Chevron
▼ 0.11%
4
Close
Oct 09, 2025
PayPal Holdings
0.91%
▼ 1.93%
8
Open
Oct 09, 2025
Texas Roadhouse
7.03%
▲ 7.10%
6
Sell
Oct 09, 2025
Palo Alto Networks
0.49%
▲ 7.73%
5
Open
Oct 09, 2025
UnitedHealth
0.81%
▲ 3.97%
4
Open
Oct 09, 2025
Reddit Inc Class A
2.67%
▲ 14.26%
9
Sell
Oct 09, 2025
Starbucks
▼ 8.26%
5
Close
Oct 09, 2025
Coterra Energy
▲ 1.14%
4
Close
Oct 09, 2025
Enphase Energy
0.34%
▼ 1.23%
4
Open
Oct 09, 2025
Nvidia
0.31%
▲ 93.03%
8
Sell
Oct 09, 2025
Zscaler
0.52%
▲ 4.12%
3
Open
Oct 09, 2025
Duolingo
2.58%
▲ 18.78%
6
Buy
Oct 09, 2025
Toyota Motor
1.65%
▲ 6.94%
5
Sell
Oct 09, 2025