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New Portfolio Feb 2023 - New Portfolio

TR+Monthly

New Portfolio Feb 2023
Individual Investor
Ranked #224,091 out of 808,558 TipRanks' Investors
Success Rate
65%
24 out of 37
profitable transactions
Average Return
17.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.31%
6-Month Return▲ 5.74%
12-Month Return▲ 46.05%
YTD Return▲ 11.37%
Total Return▲ 53.42%

Best Trade

Opened at
Closed at-
Gain▲ 143.30%

Bio

TR+

Performance

14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▲ 11.23%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.50%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.97%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.73%
Jun 2025
▲ 14.45%
▲ 1.03%
▼ 0.24%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 11.23%
▲ 6.03%▲ 2.69%▲ 6.48%
▼ 12.86%▼ 1.27%▲ 1.95%
▼ 1.80%▼ 5.57%▼ 7.50%
▲ 1.84%▼ 0.87%▼ 5.97%
▲ 12.20%▲ 6.28%▲ 9.75%
▲ 6.24%▲ 5.14%▲ 7.73%
▲ 14.45%▲ 1.03%▼ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Large-Cap ETF
0%
▲ 7.68%
1
Open
May 22, 2025
Macy's
0%
▲ 5.32%
1
Open
May 21, 2025
Agilent
0%
▲ 4.37%
1
Open
May 21, 2025
SentinelOne
0%
▼ 8.66%
1
Open
May 21, 2025
Loews
0%
▲ 3.73%
1
Open
May 21, 2025
Yellow Pages
0%
▼ 0.61%
1
Open
May 21, 2025
Coca-Cola
9.01%
▼ 2.69%
1
Open
May 20, 2025
International Business Machines
▲ 6.52%
3
Close
Nov 06, 2024
DWS Alternative Asset Allocation Fund Class A
15.88%
▲ 16.00%
1
Open
Oct 16, 2023
Global X Physical Precious Metals Basket
0%
▲ 58.90%
1
Open
Oct 09, 2023
BlackBerry
0.53%
▼ 6.04%
2
Buy
Jun 13, 2023
BlackBerry
0.54%
▲ 4.94%
2
Buy
Jun 13, 2023
BlackBerry
0.52%
▼ 12.10%
2
Buy
Jun 13, 2023
International Business Machines
36.66%
▲ 131.69%
2
Buy
Jun 13, 2023
International Business Machines
36.86%
▲ 111.31%
2
Buy
Jun 13, 2023
Lyxor $ Floating Rate Note UCITS ETF
▼ 1.36%
2
Close
Jun 07, 2023
iShares S&P 500 ETF CDI
0%
▲ 67.57%
1
Open
Feb 22, 2023
Genpact
0%
▼ 3.20%
1
Open
Feb 22, 2023
Blink Charging Co
0%
▼ 90.71%
1
Open
Feb 21, 2023
Ford Motor
0%
▲ 7.36%
1
Open
Feb 21, 2023