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Marzo 2023 - New Portfolio

FD2021

Marzo 2023
Individual Investor
Ranked #82,224 out of 793,549 TipRanks' Investors
Success Rate
60%
361 out of 598
profitable transactions
Average Return
23.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.76%
6-Month Return▲ 11.44%
12-Month Return▲ 15.79%
YTD Return▼ 4.28%
Total Return▲ 16.36%

Best Trade

Opened at
Closed at-
Gain▲ 506.47%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 14.18%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 8.03%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 16.91%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.75%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 1.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.54%
Feb 2025
▲ 5.30%
▼ 4.02%
▲ 3.76%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 14.18%
▲ 2.93%▲ 2.10%▲ 1.49%
▲ 10.00%▼ 0.89%▲ 8.03%
▲ 26.01%▲ 5.96%▲ 16.91%
▲ 5.34%▼ 2.41%▼ 6.75%
▲ 5.88%▲ 2.69%▲ 1.98%
▼ 12.86%▼ 1.27%▼ 9.54%
▲ 5.30%▼ 4.02%▲ 3.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mitsui & Co
0%
▲ 4.71%
1
Open
Mar 02, 2025
Tesla
0%
▲ 19.75%
15
Open
Feb 28, 2025
Meta Platforms
0%
▲ 46.12%
10
Open
Feb 28, 2025
ProShares UltraPro QQQ
0%
▼ 15.15%
1
Open
Feb 28, 2025
Super Micro Computer
0%
▼ 10.66%
1
Open
Feb 28, 2025
Nucor
0%
▲ 16.67%
4
Open
Jan 03, 2025
Allstate
0%
▲ 11.26%
1
Open
Oct 01, 2024
Qualcomm
0%
▲ 6.78%
7
Open
Sep 28, 2024
International Business Machines
0%
▲ 14.89%
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
3.1%
▲ 12.66%
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
2.22%
▲ 50.86%
21
Buy
Sep 20, 2024
Valkyrie Bitcoin Strategy ETF
▲ 124.72%
9
Close
Sep 20, 2024
Blackstone Group
11.3%
▲ 54.88%
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