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New Portfolio - New Portfolio

Joseph Mrozowski

New Portfolio
Individual Investor
Ranked #419,022 out of 817,737 TipRanks' Investors
Success Rate
50%
14 out of 28
profitable transactions
Average Return
14.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.70%
6-Month Return▲ 34.47%
12-Month Return-
YTD Return▲ 22.75%
Total Return▲ 18.96%

Best Trade

Opened at
Closed at-
Gain▲ 137.42%

Bio

Mo money

Performance

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 5.51%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.54%
Aug 2025
▲ 6.57%
▲ 1.11%
▲ 4.62%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 5.51%
▲ 4.87%▲ 2.05%▼ 0.54%
▲ 6.57%▲ 1.11%▲ 4.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
8.4%
▲ 1.78%
3
Buy
Aug 25, 2025
Alphabet Class C
9.64%
▲ 21.28%
3
Sell
Aug 25, 2025
Nvidia
19.8%
▲ 6.89%
14
Buy
Aug 25, 2025
Microsoft
14.6%
▲ 13.19%
4
Buy
Jul 11, 2025
Broadcom
20.84%
▲ 68.70%
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
Amazon
6.85%
▼ 1.12%
2
Sell
Apr 07, 2025
Mastercard
5.36%
▲ 9.74%
2
Sell
Apr 07, 2025
Meta Platforms
6.68%
▲ 20.66%
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
4.92%
▼ 2.55%
1
Open
Dec 16, 2024