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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #185,018 out of 830,087 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
72.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.65%
6-Month Return▲ 24.47%
12-Month Return▲ 17.35%
YTD Return▲ 19.07%
Total Return▲ 124.86%

Best Trade

Opened at
Closed at-
Gain▲ 409.99%

Bio

WL1

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 4.82%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.68%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.00%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.41%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.85%
Oct 2025
▼ 4.25%
▼ 0.35%
▼ 4.01%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 4.82%
▲ 11.63%▲ 6.28%▲ 9.68%
▲ 9.25%▲ 5.14%▲ 9.16%
▲ 7.60%▲ 2.30%▲ 6.00%
▲ 2.76%▲ 2.05%▲ 2.41%
▲ 12.88%▲ 3.56%▲ 5.52%
▲ 10.96%▲ 2.38%▲ 3.85%
▼ 4.25%▼ 0.35%▼ 4.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
8.71%
▲ 68.03%
2
Buy
Jun 06, 2025
Chevron
4.69%
▲ 1.45%
2
Buy
Jun 06, 2025
Microsoft
15.23%
▲ 54.25%
2
Buy
Jun 06, 2025
ProShares UltraPro QQQ
3.35%
▲ 227.18%
2
Buy
Jun 06, 2025
Meta Platforms
39.75%
▼ 9.06%
1
Open
Jun 06, 2025
Nvidia
28.27%
▲ 27.21%
1
Open
Jun 06, 2025