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New Portfolio May 2022 - New Portfolio

Joseph Mrozowski

New Portfolio May 2022
Individual Investor
Ranked #175,780 out of 789,901 TipRanks' Investors
Success Rate
55%
52 out of 95
profitable transactions
Average Return
16.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.72%
6-Month Return▲ 12.56%
12-Month Return▲ 25.77%
YTD Return▼ 3.79%
Total Return▲ 48.18%

Best Trade

Opened at
Closed at-
Gain▲ 141.96%

Bio

Investing is my favorite way to make money for my family and I love it so much that I just want to make sure that I am doing it right!Amen God Bless America ????????

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 2.28%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.83%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 0.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.78%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 2.58%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.60%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.49%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.28%
▼ 13.14%▲ 2.34%▲ 2.07%
▲ 2.93%▲ 2.10%▲ 1.83%
▲ 10.01%▼ 0.89%▲ 0.90%
▲ 26.01%▲ 5.96%▲ 7.78%
▲ 5.96%▼ 2.41%▲ 2.58%
▲ 5.25%▲ 2.69%▲ 4.60%
▼ 12.86%▼ 1.27%▼ 5.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
6.89%
▲ 63.28%
5
Open
Dec 10, 2024
JPMorgan Chase & Co.
8.58%
▲ 2.04%
5
Open
Nov 26, 2024
Tesla
6.79%
▼ 7.02%
4
Open
Nov 26, 2024
TJX Companies
▲ 34.79%
6
Close
Oct 21, 2024
Energy Transfer
9.71%
▲ 65.19%
8
Buy
Sep 25, 2024
Microsoft
9.75%
▲ 8.64%
6
Buy
Aug 13, 2024
Amazon
15.35%
▲ 61.65%
6
Buy
Aug 13, 2024
Alphabet Class C
10.06%
▲ 32.31%
6
Buy
Aug 13, 2024
Meta Platforms
10.65%
▲ 26.43%
5
Buy
Aug 13, 2024
Nvidia
13.14%
▲ 74.43%
5
Buy
Aug 13, 2024
Tactile Systems Technology
▼ 9.49%
2
Close
Apr 26, 2024
Alphabet Class A
0%
▲ 11.81%
4
Open
Apr 25, 2024
Mastercard
8.52%
▲ 50.25%
2
Buy
Mar 01, 2024
Apple
▲ 0.11%
9
Close
Feb 26, 2024
Occidental Petroleum
▼ 2.86%
6
Close
Feb 26, 2024
EOG Resources
▲ 6.15%
9
Close
Dec 28, 2023
Oxford Industries
0.00%
2
Close
Oct 16, 2023
Advanced Micro Devices
▼ 22.31%
5
Close
Aug 22, 2023
Devon Energy
▼ 19.39%
8
Close
Aug 22, 2023
UnitedHealth
▼ 3.74%
5
Close
Jun 16, 2023