New Portfolio Feb 2023 - New Portfolio

TR+Monthly

New Portfolio Feb 2023
Individual Investor
Ranked #161,244 out of 828,412 TipRanks' Investors
Success Rate
70%
26 out of 37
profitable transactions
Average Return
32.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.03%
6-Month Return▲ 27.73%
12-Month Return▲ 58.81%
YTD Return▲ 31.87%
Total Return▲ 82.04%

Best Trade

Opened at
Closed at-
Gain▲ 171.26%

Bio

TR+

Performance

13.85%0-13.85%
▲ 0.80%
▼ 0.87%
▼ 5.97%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 9.74%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.64%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 13.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.47%
Oct 2025
▼ 4.74%
▼ 1.47%
▼ 2.56%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 5.97%
▲ 11.64%▲ 6.28%▲ 9.74%
▲ 9.25%▲ 5.14%▲ 7.73%
▲ 7.60%▲ 2.30%▼ 1.23%
▲ 2.76%▲ 2.05%▲ 3.64%
▲ 12.88%▲ 3.56%▲ 13.85%
▲ 10.96%▲ 2.38%▲ 4.47%
▼ 4.74%▼ 1.47%▼ 2.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Large-Cap ETF
0%
▲ 16.33%
1
Open
May 22, 2025
Macy's
0%
▲ 76.62%
1
Open
May 21, 2025
Agilent
0%
▲ 35.43%
1
Open
May 21, 2025
SentinelOne
0%
▼ 14.90%
1
Open
May 21, 2025
Loews
0%
▲ 19.17%
1
Open
May 21, 2025
Yellow Pages
0%
▲ 5.21%
1
Open
May 21, 2025
Coca-Cola
8.64%
▲ 0.73%
1
Open
May 20, 2025
International Business Machines
▲ 6.52%
3
Close
Nov 06, 2024
DWS Alternative Asset Allocation Fund Class A
15.47%
▲ 21.03%
1
Open
Oct 16, 2023
Global X Physical Precious Metals Basket
0%
▲ 100.99%
1
Open
Oct 09, 2023
BlackBerry
0.52%
▲ 0.24%
2
Buy
Jun 13, 2023
BlackBerry
0.54%
▲ 15.80%
2
Buy
Jun 13, 2023
BlackBerry
0.52%
▼ 5.86%
2
Buy
Jun 13, 2023
International Business Machines
37.13%
▲ 154.31%
2
Buy
Jun 13, 2023
International Business Machines
37.16%
▲ 131.60%
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%
▲ 81.50%
1
Open
Feb 22, 2023
Genpact
0%
▼ 2.78%
1
Open
Feb 22, 2023
Blink Charging Co
0%
▼ 85.96%
1
Open
Feb 21, 2023
Ford Motor
0%
▲ 30.04%
1
Open
Feb 21, 2023