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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #256,762 out of 829,418 TipRanks' Investors
Success Rate
55%
175 out of 316
profitable transactions
Average Return
15.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.40%
6-Month Return▼ 4.15%
12-Month Return▼ 4.86%
YTD Return▼ 4.01%
Total Return▲ 71.53%

Best Trade

Opened at
Closed at-
Gain▲ 622.25%

Bio

Performance

12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 0.43%
Oct 2025
▼ 9.41%
▼ 4.33%
▼ 6.47%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▼ 0.43%
▼ 9.41%▼ 4.33%▼ 6.47%

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
16.63%
▲ 109.53%
10
Buy
Oct 09, 2025
Hermes International
6%
▲ 3.96%
3
Open
Oct 09, 2025
LVMH Moet Hennessy Louis Vuitton
4.69%
▲ 4.72%
3
Open
Oct 09, 2025
On Holding AG
0.11%
▼ 14.20%
4
Sell
Oct 09, 2025
Costco
2.05%
▲ 12.12%
5
Buy
Oct 09, 2025
Chipotle
2.07%
▼ 42.33%
9
Buy
Oct 09, 2025
Chevron
▼ 0.11%
4
Close
Oct 09, 2025
PayPal Holdings
0.79%
▼ 5.18%
8
Open
Oct 09, 2025
Texas Roadhouse
7.36%
▲ 7.63%
6
Sell
Oct 09, 2025
Palo Alto Networks
0.42%
▲ 1.77%
5
Open
Oct 09, 2025
UnitedHealth
0.73%
▼ 2.54%
4
Open
Oct 09, 2025
Reddit Inc Class A
2.4%
▲ 9.34%
9
Sell
Oct 09, 2025
Starbucks
▼ 8.26%
5
Close
Oct 09, 2025
Coterra Energy
▲ 1.14%
4
Close
Oct 09, 2025
Enphase Energy
0.26%
▼ 14.53%
4
Open
Oct 09, 2025
Nvidia
0.29%
▲ 71.76%
8
Sell
Oct 09, 2025
Zscaler
0.45%
▼ 4.44%
3
Open
Oct 09, 2025
Duolingo
1.58%
▼ 30.17%
6
Buy
Oct 09, 2025
Toyota Motor
1.61%
▲ 0.05%
5
Sell
Oct 09, 2025