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New Portfolio Feb 2023 - New Portfolio

TR+Monthly

New Portfolio Feb 2023
Individual Investor
Ranked #219,713 out of 804,570 TipRanks' Investors
Success Rate
62%
23 out of 37
profitable transactions
Average Return
16.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.22%
6-Month Return▲ 6.26%
12-Month Return▲ 61.26%
YTD Return▲ 6.47%
Total Return▲ 46.49%

Best Trade

Opened at
Closed at-
Gain▲ 142.48%

Bio

TR+

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 10.50%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 11.02%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.50%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 5.97%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.75%
May 2025
▲ 4.39%
▲ 1.37%
▲ 3.14%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 10.50%
▲ 5.10%▼ 2.41%▲ 11.02%
▲ 6.03%▲ 2.69%▲ 6.08%
▼ 12.86%▼ 1.27%▲ 1.95%
▼ 1.80%▼ 5.57%▼ 7.50%
▲ 1.83%▼ 0.87%▼ 5.97%
▲ 12.21%▲ 6.28%▲ 9.75%
▲ 4.39%▲ 1.37%▲ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Large-Cap ETF
0%
▲ 2.41%
1
Open
May 22, 2025
Macy's
0%
▼ 3.42%
1
Open
May 21, 2025
Agilent
0%
▲ 6.11%
1
Open
May 21, 2025
SentinelOne
0%
▼ 10.46%
1
Open
May 21, 2025
Loews
0%
▲ 1.70%
1
Open
May 21, 2025
Yellow Pages
0%
▼ 0.34%
1
Open
May 21, 2025
Coca-Cola
8.92%
▼ 3.29%
1
Open
May 20, 2025
International Business Machines
▲ 6.52%
3
Close
Nov 06, 2024
DWS Alternative Asset Allocation Fund Class A
16.24%
▲ 19.04%
1
Open
Oct 16, 2023
Global X Physical Precious Metals Basket
0%
▲ 54.87%
1
Open
Oct 09, 2023
BlackBerry
0.55%
▼ 1.62%
2
Buy
Jun 13, 2023
BlackBerry
0.57%
▲ 10.66%
2
Buy
Jun 13, 2023
BlackBerry
0.56%
▼ 5.55%
2
Buy
Jun 13, 2023
International Business Machines
36.41%
▲ 130.90%
2
Buy
Jun 13, 2023
International Business Machines
36.75%
▲ 114.22%
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%
▲ 61.46%
1
Open
Feb 22, 2023
Genpact
0%
▼ 12.31%
1
Open
Feb 22, 2023
Blink Charging Co
0%
▼ 90.73%
1
Open
Feb 21, 2023
Ford Motor
0%
▲ 1.16%
1
Open
Feb 21, 2023