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Marzo 2023 - New Portfolio

FD2021

Marzo 2023
Individual Investor
Ranked #77,365 out of 800,734 TipRanks' Investors
Success Rate
60%
361 out of 598
profitable transactions
Average Return
27.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.32%
6-Month Return▼ 10.60%
12-Month Return▲ 5.99%
YTD Return▼ 3.91%
Total Return▲ 16.79%

Best Trade

Opened at
Closed at-
Gain▲ 660.28%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 8.02%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 16.91%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 6.75%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.65%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.85%
Apr 2025
▲ 9.79%
▲ 4.43%
▲ 5.85%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 8.02%
▲ 25.97%▲ 5.96%▲ 16.91%
▲ 5.42%▼ 2.41%▼ 6.75%
▲ 6.01%▲ 2.69%▲ 2.22%
▼ 12.86%▼ 1.27%▼ 9.54%
▼ 1.80%▼ 5.57%▼ 2.65%
▲ 1.76%▼ 0.87%▲ 0.85%
▲ 9.79%▲ 4.43%▲ 5.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mitsui & Co
0%
▲ 9.23%
1
Open
Mar 02, 2025
Tesla
0%
▲ 21.39%
15
Open
Feb 28, 2025
Meta Platforms
0%
▲ 46.43%
10
Open
Feb 28, 2025
ProShares UltraPro QQQ
0%
▼ 11.22%
1
Open
Feb 28, 2025
Super Micro Computer
0%
▼ 3.30%
1
Open
Feb 28, 2025
Nucor
0%
▲ 11.39%
4
Open
Jan 03, 2025
Allstate
0%
▲ 8.05%
1
Open
Oct 01, 2024
Qualcomm
0%
▲ 5.49%
7
Open
Sep 28, 2024
International Business Machines
0%
▲ 19.48%
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
2.88%
▲ 14.24%
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
2.05%
▲ 52.19%
21
Buy
Sep 20, 2024
Valkyrie Bitcoin Strategy ETF
▲ 124.72%
9
Close
Sep 20, 2024
Blackstone Group
9.6%
▲ 44.76%
10
Buy
Sep 20, 2024
ARK Innovation ETF
▲ 3.45%
19
Close
Sep 20, 2024
Grayscale Ethereum Trust (ETH)
▲ 22.34%
73
Close
Sep 20, 2024