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New Portfolio Feb 2023 - New Portfolio

New Portfolio Feb 2023
Individual Investor
Ranked #39,294 out of 859,217 TipRanks' Investors
Success Rate
79%
70 out of 89
profitable transactions
Average Return
35.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.73%
6-Month Return▲ 7.42%
12-Month Return▲ 26.51%
YTD Return▲ 5.12%
Total Return▲ 45.51%

Best Trade

Opened at
Closed at-
Gain▲ 141.28%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.76%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.81%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.89%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.35%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.93%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 2.84%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.76%
▲ 10.96%▲ 2.38%▼ 0.81%
▼ 3.68%▲ 0.19%▲ 2.57%
▼ 0.10%▲ 0.08%▲ 0.08%
▲ 4.06%▲ 1.47%▲ 2.89%
▼ 1.12%▼ 0.86%▲ 2.35%
▲ 0.60%▼ 4.94%▼ 2.93%
▲ 10.48%▲ 6.78%▲ 2.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Synovus
▲ 84.34%
5
Close
Dec 31, 2025
Pinnacle Financial Partners
0.78%
▼ 1.29%
1
Open
Dec 31, 2025
Nustar Energy
▲ 53.63%
3
Close
May 02, 2024
Sunoco
1.07%
▲ 33.15%
1
Open
May 02, 2024
Kenvue, Inc.
0.11%
▼ 7.22%
1
Open
Feb 07, 2024
KeyCorp
▲ 19.70%
6
Close
Feb 01, 2024
Ford Motor
▼ 8.98%
3
Close
Jan 30, 2024
General Motors
▲ 7.67%
2
Close
Jan 30, 2024
iShares Russell Top 200 Growth ETF
▲ 6.31%
2
Close
Jan 30, 2024
Flagstar Financial
0.24%
▼ 49.77%
5
Buy
Jan 17, 2024
iShares U.S. Technology ETF
6.43%
▲ 68.67%
4
Buy
Jan 17, 2024
AbbVie
17.72%
▲ 55.33%
5
Buy
Dec 28, 2023
Energy Transfer
1.84%
▲ 73.31%
8
Buy
Dec 28, 2023
Microsoft
17.13%
▲ 32.74%
3
Buy
Dec 28, 2023
Prudential Financial
10.14%
▲ 18.23%
3
Buy
Dec 28, 2023
US Bancorp
3.22%
▲ 52.56%
3
Buy
Dec 28, 2023
Enterprise Products Partners
6.12%
▲ 70.41%
3
Buy
Nov 02, 2023
Apple
0%
▲ 49.01%
1
Open
Sep 14, 2023
Johnson & Johnson
7.81%
▲ 62.39%
4
Buy
Aug 22, 2023
iShares Semiconductor ETF
4.61%
▲ 140.35%
1
Open
Jul 21, 2023