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Marzo 2023 - New Portfolio

FD2021

Marzo 2023
Individual Investor
Ranked #70,670 out of 806,245 TipRanks' Investors
Success Rate
62%
374 out of 599
profitable transactions
Average Return
33.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.45%
6-Month Return▲ 2.09%
12-Month Return▲ 7.49%
YTD Return▲ 5.67%
Total Return▲ 28.44%

Best Trade

Opened at
Closed at-
Gain▲ 853.45%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.75%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.65%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.77%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.90%
Jun 2025
▼ 1.39%
▼ 0.03%
▼ 0.07%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.75%
▲ 6.03%▲ 2.69%▲ 2.22%
▼ 12.86%▼ 1.27%▼ 9.54%
▼ 1.80%▼ 5.57%▼ 2.65%
▲ 1.83%▼ 0.87%▲ 1.03%
▲ 12.20%▲ 6.28%▲ 8.77%
▲ 6.24%▲ 5.14%▲ 6.90%
▼ 1.39%▼ 0.03%▼ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quantum Computing
0%
▲ 6.51%
1
Open
Jun 23, 2025
Mitsui & Co
0%
▲ 7.55%
1
Open
Mar 02, 2025
Tesla
0%
▲ 20.45%
15
Open
Feb 28, 2025
Meta Platforms
0%
▲ 48.16%
10
Open
Feb 28, 2025
ProShares UltraPro QQQ
0%
▲ 8.59%
1
Open
Feb 28, 2025
Super Micro Computer
0%
▲ 13.84%
1
Open
Feb 28, 2025
Nucor
0%
▲ 18.98%
4
Open
Jan 03, 2025
Allstate
0%
▲ 6.92%
1
Open
Oct 01, 2024
Qualcomm
0%
▲ 6.98%
7
Open
Sep 28, 2024
International Business Machines
0%
▲ 34.53%
1
Open
Sep 28, 2024
Block
▼ 1.64%
15
Close
Sep 20, 2024
Vanguard Russell 1000 Growth ETF
▲ 21.67%
3
Close
Sep 20, 2024
Vanguard S&P 500 ETF
2.93%
▲ 20.23%
3
Buy
Sep 20, 2024
Vanguard Total Stock Market ETF
▲ 15.76%
3
Close
Sep 20, 2024
Vanguard Small Cap Value ETF
▲ 10.22%
4
Close
Sep 20, 2024
Vanguard Dividend Appreciation ETF
▲ 14.37%
3
Close
Sep 20, 2024
Bank of America
2.18%
▲ 70.63%
21
Buy
Sep 20, 2024
Valkyrie Bitcoin Strategy ETF
▲ 124.71%
9
Close
Sep 20, 2024
Blackstone Group
10.29%
▲ 62.47%
10
Buy
Sep 20, 2024
ARK Innovation ETF
▲ 3.45%
19
Close
Sep 20, 2024