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New Portfolio Feb 2023 - New Portfolio

TR+Monthly

New Portfolio Feb 2023
Individual Investor
Ranked #196,249 out of 820,354 TipRanks' Investors
Success Rate
68%
25 out of 37
profitable transactions
Average Return
28.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.94%
6-Month Return▲ 27.67%
12-Month Return▲ 60.39%
YTD Return▲ 27.92%
Total Return▲ 76.58%

Best Trade

Opened at
Closed at-
Gain▲ 147.18%

Bio

TR+

Performance

27.92%0-27.92%
▼ 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
▲ 27.92%
▲ 2.30%
▼ 1.23%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.64%
Aug 2025
▲ 5.04%
▲ 2.88%
▲ 12.41%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.92%▲ 2.30%▼ 1.23%
▲ 4.87%▲ 2.05%▲ 3.64%
▲ 5.04%▲ 2.88%▲ 12.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Large-Cap ETF
0%
▲ 14.65%
1
Open
May 22, 2025
Macy's
0%
▲ 59.04%
1
Open
May 21, 2025
Agilent
0%
▲ 13.53%
1
Open
May 21, 2025
SentinelOne
0%
▼ 6.44%
1
Open
May 21, 2025
Loews
0%
▲ 14.48%
1
Open
May 21, 2025
Yellow Pages
0%
▲ 2.74%
1
Open
May 21, 2025
Coca-Cola
8.48%
▼ 7.04%
1
Open
May 20, 2025
International Business Machines
▲ 6.52%
3
Close
Nov 06, 2024
DWS Alternative Asset Allocation Fund Class A
16.27%
▲ 19.61%
1
Open
Oct 16, 2023
Global X Physical Precious Metals Basket
0%
▲ 77.74%
1
Open
Oct 09, 2023
BlackBerry
0.64%
▲ 15.36%
2
Buy
Jun 13, 2023
BlackBerry
0.55%
▲ 9.46%
2
Buy
Jun 13, 2023
BlackBerry
0.58%
▼ 3.17%
2
Buy
Jun 13, 2023
International Business Machines
36.73%
▲ 135.23%
2
Buy
Jun 13, 2023
International Business Machines
36.75%
▲ 113.51%
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%
▲ 77.83%
1
Open
Feb 22, 2023
Genpact
0%
▼ 8.58%
1
Open
Feb 22, 2023
Blink Charging Co
0%
▼ 84.86%
1
Open
Feb 21, 2023
Ford Motor
0%
▲ 16.26%
1
Open
Feb 21, 2023