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New Portfolio Feb 2023 - New Portfolio

New Portfolio Feb 2023
Individual Investor
Ranked #43,068 out of 861,732 TipRanks' Investors
Success Rate
79%
70 out of 89
profitable transactions
Average Return
39.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.56%
6-Month Return▲ 11.35%
12-Month Return▲ 22.74%
YTD Return▲ 8.08%
Total Return▲ 49.60%

Best Trade

Opened at
Closed at-
Gain▲ 194.93%

Bio

Performance

16.06%0-16.06%
▲ 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
▼ 1.26%
▼ 0.86%
▲ 2.40%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.92%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.95%
Apr 2026
▲ 4.83%
▲ 1.80%
▼ 0.26%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 0.81%
▼ 3.68%▲ 0.19%▲ 2.57%
▼ 0.10%▲ 0.08%▲ 0.08%
▲ 4.06%▲ 1.47%▲ 2.89%
▼ 1.26%▼ 0.86%▲ 2.40%
▲ 0.52%▼ 4.94%▼ 2.92%
▲ 16.06%▲ 10.51%▲ 5.95%
▲ 4.83%▲ 1.80%▼ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Synovus
▲ 84.34%
5
Close
Dec 31, 2025
Pinnacle Financial Partners
0.79%
▲ 4.45%
1
Open
Dec 31, 2025
Nustar Energy
▲ 53.63%
3
Close
May 02, 2024
Sunoco
1.08%
▲ 40.00%
1
Open
May 02, 2024
Kenvue, Inc.
0.11%
▼ 5.41%
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
0.23%
▼ 48.98%
5
Buy
Jan 17, 2024
iShares U.S. Technology ETF
7.13%
▲ 94.10%
4
Buy
Jan 17, 2024
AbbVie
16.45%
▲ 50.99%
5
Buy
Dec 28, 2023
Energy Transfer
1.88%
▲ 84.32%
8
Buy
Dec 28, 2023
Microsoft
17.66%
▲ 42.08%
3
Buy
Dec 28, 2023
Prudential Financial
9.83%
▲ 19.05%
3
Buy
Dec 28, 2023
US Bancorp
3.06%
▲ 50.43%
3
Buy
Dec 28, 2023
Enterprise Products Partners
5.97%
▲ 75.09%
3
Buy
Nov 02, 2023
Apple
0%
▲ 65.48%
1
Open
Sep 14, 2023
Johnson & Johnson
6.97%
▲ 50.50%
4
Buy
Aug 22, 2023
iShares Semiconductor ETF
5.44%
▲ 194.93%
1
Open
Jul 21, 2023