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New Portfolio Jan 2023 - New Portfolio
New Portfolio Jan 2023
Individual Investor
Ranked #126,039 out of 757,311 TipRanks' Investors
Success Rate
164 out of 265
profitable transactions
profitable transactions
Average Return
8.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.71%
6-Month Return▲ 7.90%
12-Month Return▲ 28.39%
YTD Return▲ 19.46%
Total Return▲ 58.23%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 11.48%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.65%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.08%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.73%
Sep 2024
▲ 14.08%▲ 5.22%▲ 11.48%
▲ 5.05%▲ 3.27%▲ 0.72%
▼ 12.40%▼ 4.03%▼ 1.18%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▲ 3.65%
▲ 25.76%▲ 1.21%▲ 0.08%
▼ 4.21%▲ 2.34%▲ 2.97%
▲ 1.03%▼ 0.11%▼ 1.73%
Recent Activity
Apple
3.28%
▲ 41.08%
5
Sell
Aug 17, 2024
Amazon
7.26%
▲ 18.43%
5
Buy
Aug 17, 2024
Microsoft
4.82%
▲ 22.97%
4
Buy
Aug 17, 2024
Tesla
2.33%
▲ 44.40%
7
Sell
Aug 17, 2024
Uber Technologies
―
▲ 43.98%
6
Close
Aug 17, 2024
Alphabet Class A
7.75%
▲ 29.80%
8
Buy
Aug 17, 2024
Caterpillar
―
▲ 26.00%
4
Close
Aug 17, 2024
S&P Global
5.01%
▲ 21.71%
3
Sell
Aug 17, 2024
Moody's
4.92%
▲ 26.47%
6
Sell
Aug 17, 2024
Fair Isaac
0.92%
▲ 49.69%
7
Sell
Aug 17, 2024
Booking Holdings
1.15%
▲ 11.99%
5
Buy
Aug 17, 2024
Chipotle
4.16%
▼ 3.29%
7
Buy
Aug 17, 2024
e.l.f. Beauty
0.71%
▼ 32.56%
9
Buy
Aug 17, 2024
Intuit
0.31%
▲ 3.31%
6
Sell
Aug 17, 2024
Netflix
4.04%
▲ 16.33%
8
Sell
Aug 17, 2024
PayPal Holdings
―
▼ 1.52%
7
Close
Aug 17, 2024
SoFi Technologies
―
▼ 0.63%
4
Close
Aug 17, 2024
Texas Roadhouse
4.7%
▲ 3.26%
4
Buy
Aug 17, 2024
VICI Properties
3.76%
▲ 13.74%
3
Buy
Aug 17, 2024
Ish.Frf T Bd710
―
▲ 6.60%
3
Close
Aug 17, 2024