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New Portfolio - New Portfolio

Joseph Mrozowski

New Portfolio
Individual Investor
Ranked #369,017 out of 814,563 TipRanks' Investors
Success Rate
58%
15 out of 26
profitable transactions
Average Return
9.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.43%
6-Month Return▲ 11.98%
12-Month Return-
YTD Return▲ 15.87%
Total Return▲ 12.30%

Best Trade

Opened at
Closed at-
Gain▲ 87.05%

Bio

Mo money

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 4.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.53%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.39%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.57%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 5.51%
Jul 2025
▲ 3.59%
▲ 1.22%
▼ 1.78%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.82%
▼ 12.86%▼ 1.27%▼ 4.38%
▼ 1.80%▼ 5.57%▼ 9.53%
▲ 1.84%▼ 0.87%▲ 0.39%
▲ 12.20%▲ 6.28%▲ 13.13%
▲ 6.24%▲ 5.14%▲ 8.57%
▲ 27.88%▲ 2.30%▲ 5.51%
▲ 3.59%▲ 1.22%▼ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
15.66%
▲ 14.21%
4
Buy
Jul 11, 2025
Nvidia
17.08%
▲ 7.26%
13
Buy
Jul 11, 2025
Broadcom
17.42%
▲ 38.35%
5
Buy
Jul 11, 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
Energy Transfer
8.55%
▲ 2.42%
2
Buy
Apr 14, 2025
Amazon
7.06%
▼ 3.92%
2
Sell
Apr 07, 2025
Alphabet Class C
8.59%
▲ 1.26%
2
Sell
Apr 07, 2025
Mastercard
5.82%
▲ 12.26%
2
Sell
Apr 07, 2025
Meta Platforms
7.05%
▲ 19.98%
2
Sell
Apr 07, 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
Eli Lilly & Co
4.89%
▼ 8.90%
1
Open
Dec 16, 2024