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New Portfolio - New Portfolio

Joseph Mrozowski

New Portfolio
Individual Investor
Ranked #458,283 out of 859,217 TipRanks' Investors
Success Rate
50%
20 out of 40
profitable transactions
Average Return
10.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.57%
6-Month Return▲ 0.76%
12-Month Return▲ 40.25%
YTD Return▲ 0.61%
Total Return▲ 19.90%

Best Trade

Opened at
Closed at-
Gain▲ 146.02%

Bio

Mo money

Performance

15.01%0-15.01%
▲ 12.88%
▲ 3.56%
▲ 3.96%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.92%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.60%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.75%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 8.11%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.08%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 15.01%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.96%
▲ 10.96%▲ 2.38%▲ 5.92%
▼ 3.68%▲ 0.19%▼ 2.60%
▼ 0.10%▲ 0.08%▼ 2.28%
▲ 4.06%▲ 1.47%▼ 0.75%
▼ 1.12%▼ 0.86%▼ 8.11%
▲ 0.60%▼ 4.94%▼ 4.08%
▲ 10.48%▲ 6.78%▲ 15.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
24.78%
▲ 11.68%
15
Buy
Feb 25, 2026
Broadcom
21.58%
▲ 58.17%
6
Buy
Dec 08, 2025
Amazon
15.06%
▲ 5.62%
4
Buy
Nov 10, 2025
United Parcel
▼ 2.00%
8
Close
Nov 10, 2025
Eli Lilly & Co
▲ 5.91%
2
Close
Oct 28, 2025
Meta Platforms
9.05%
▼ 2.53%
3
Buy
Oct 27, 2025
Energy Transfer
▲ 0.25%
4
Close
Sep 30, 2025
Mastercard
▲ 7.73%
3
Close
Sep 30, 2025
Microsoft
11.6%
▼ 14.17%
5
Buy
Sep 30, 2025
Alphabet Class C
13.37%
▲ 67.59%
3
Sell
Aug 25, 2025
Palo Alto Networks
0.00%
2
Close
Jul 06, 2025
FTAI Aviation
▼ 3.09%
2
Close
Jul 05, 2025
Vanguard S&P 500 ETF
0.00%
2
Close
Apr 21, 2025
Vanguard Utilities ETF
0.00%
2
Close
Apr 21, 2025
JPMorgan Chase
▲ 7.99%
2
Close
Feb 25, 2025
Tesla
▼ 34.60%
2
Close
Feb 25, 2025
Innodata
0.00%
2
Close
Dec 23, 2024
Onestream, Inc. Class A
0.00%
2
Close
Dec 23, 2024