Marzo 2023 - New Portfolio

FD2021

Marzo 2023
Individual Investor
Ranked #77,406 out of 757,311 TipRanks' Investors
Success Rate
62%
358 out of 578
profitable transactions
Average Return
19.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.45%
6-Month Return▲ 4.31%
12-Month Return▲ 83.51%
YTD Return▲ 26.36%
Total Return▲ 1.68%

Best Trade

Opened at
Closed at-
Gain▲ 393.90%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 23.54%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 17.40%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.35%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 12.90%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 4.99%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 2.26%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 23.54%
▲ 5.05%▲ 3.27%▲ 0.92%
▼ 12.40%▼ 4.03%▼ 12.25%
▲ 11.46%▲ 5.06%▲ 17.40%
▼ 2.25%▲ 3.53%▼ 2.35%
▲ 25.76%▲ 1.21%▲ 12.90%
▼ 4.21%▲ 2.34%▼ 4.99%
▲ 2.65%▼ 0.40%▼ 2.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Block
▼ 2.30%
15
Close
Sep 20, 2024
Tesla
▲ 17.88%
14
Close
Sep 20, 2024
Vanguard Russell 1000 Growth ETF
▲ 19.91%
3
Close
Sep 20, 2024
Vanguard S&P 500 ETF
3.34%
▲ 16.65%
3
Buy
Sep 20, 2024
Vanguard Total Stock Market ETF
▲ 14.67%
3
Close
Sep 20, 2024
Vanguard Small Cap Value ETF
▲ 9.67%
4
Close
Sep 20, 2024
Vanguard Dividend Appreciation ETF
▲ 13.75%
3
Close
Sep 20, 2024
Bank of America
2.28%
▲ 39.92%
21
Buy
Sep 20, 2024
Valkyrie Bitcoin Strategy ETF
▲ 109.15%
9
Close
Sep 20, 2024
Blackstone Group
13.25%
▲ 68.44%
10
Buy
Sep 20, 2024
ARK Innovation ETF
▲ 1.86%
19
Close
Sep 20, 2024
Meta Platforms
▲ 52.07%
9
Close
Sep 20, 2024
Grayscale Ethereum Trust (ETH)
▲ 16.87%
73
Close
Sep 20, 2024
Piedmont Lithium
▼ 61.86%
8
Close
Sep 20, 2024
Invesco NASDAQ 100 ETF
▲ 19.69%
3
Close
Sep 20, 2024
Invesco QQQ Trust
▲ 19.53%
3
Close
Sep 20, 2024
Qualcomm
▲ 9.09%
6
Close
Sep 20, 2024
Riot Platforms
▲ 5.97%
6
Close
Sep 20, 2024
Oracle
▲ 36.09%
4
Close
Sep 20, 2024
Nucor
▲ 18.79%
3
Close
Sep 20, 2024