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New Portfolio - New Portfolio

Joseph Mrozowski

New Portfolio
Individual Investor
Ranked #348,592 out of 821,028 TipRanks' Investors
Success Rate
62%
18 out of 29
profitable transactions
Average Return
13.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.53%
6-Month Return▲ 33.78%
12-Month Return-
YTD Return▲ 23.04%
Total Return▲ 19.24%

Best Trade

Opened at
Closed at-
Gain▲ 114.54%

Bio

Mo money

Performance

22.60%0-22.60%
▼ 14.82%
▼ 1.27%
▼ 4.38%
Feb 2025
▼ 15.60%
▼ 5.57%
▼ 9.53%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 0.39%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 13.13%
May 2025
▲ 2.59%
▲ 5.14%
▲ 8.57%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 5.51%
Jul 2025
▼ 1.95%
▲ 2.05%
▼ 0.54%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 3.96%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 14.82%▼ 1.27%▼ 4.38%
▼ 15.60%▼ 5.57%▼ 9.53%
▼ 3.50%▼ 0.87%▲ 0.39%
▲ 7.77%▲ 6.28%▲ 13.13%
▲ 2.59%▲ 5.14%▲ 8.57%
▲ 22.60%▲ 2.30%▲ 5.51%
▼ 1.95%▲ 2.05%▼ 0.54%
▲ 6.01%▲ 3.56%▲ 3.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
▲ 0.26%
4
Close
Sep 30, 2025
Mastercard
▲ 7.73%
3
Close
Sep 30, 2025
Microsoft
15.34%
▲ 13.26%
5
Buy
Sep 30, 2025
Alphabet Class C
9.93%
▲ 24.31%
3
Sell
Aug 25, 2025
Nvidia
21.02%
▲ 9.94%
14
Buy
Aug 25, 2025
Broadcom
18.89%
▲ 54.91%
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
6.59%
▼ 5.28%
2
Sell
Apr 07, 2025
Meta Platforms
6.41%
▲ 15.18%
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
5.41%
▲ 6.59%
1
Open
Dec 16, 2024