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Sep 16 2022 - New Portfolio

Phil

Sep 16 2022
Individual Investor
Ranked #132,748 out of 744,113 TipRanks' Investors
Success Rate
56%
189 out of 337
profitable transactions
Average Return
16.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.56%
6-Month Return▲ 16.66%
12-Month Return▲ 12.63%
YTD Return▲ 13.13%
Total Return▲ 41.20%

Best Trade

Opened at
Closed at-
Gain▲ 917.91%

Bio

Managed growth and dividend

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 11.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.98%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.73%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.32%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 1.50%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.30%
▼ 1.87%▲ 1.59%▼ 0.14%
▲ 14.08%▲ 5.22%▲ 7.58%
▲ 5.05%▲ 3.27%▲ 2.98%
▼ 12.40%▼ 4.03%▼ 5.31%
▲ 11.46%▲ 5.06%▲ 6.73%
▼ 2.25%▲ 3.53%▼ 0.32%
▲ 0.45%▲ 0.88%▲ 1.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
0%
▼ 9.58%
1
Open
Apr 22, 2024
Icahn Enterprises
0%
▲ 4.54%
7
Open
Jan 15, 2024
Sibanye Stillwater
0%
▲ 0.61%
9
Open
Oct 15, 2023
IHS Holding
0%
▼ 14.96%
6
Open
Mar 28, 2023
Costco
0%
▲ 43.58%
6
Open
Mar 03, 2023
BHP Group
0%
▲ 4.88%
16
Open
Feb 25, 2023
Nvidia
0%
▲ 147.87%
9
Open
Feb 23, 2023
Palo Alto Networks
0%
▲ 25.04%
5
Open
Feb 22, 2023
PayPal Holdings
1.11%
▼ 8.71%
7
Buy
Feb 17, 2023
Sea
▲ 8.12%
14
Close
Feb 17, 2023
Emeren Group
0.45%
▼ 66.86%
2
Buy
Feb 17, 2023
Sony Group
2%
▼ 2.80%
3
Buy
Feb 17, 2023
Deere
1.36%
▼ 14.50%
1
Open
Feb 17, 2023
Microsoft
2.58%
▲ 6.44%
15
Open
Feb 15, 2023
Rio Tinto
▲ 4.02%
14
Close
Feb 15, 2023
Sociedad Quimica Y Minera SA
▲ 0.58%
8
Close
Feb 15, 2023
GlobalFoundries Inc
1.61%
▼ 22.27%
3
Buy
Feb 15, 2023
Dycom
2.91%
▲ 101.93%
2
Buy
Feb 15, 2023
T Mobile US
1.33%
▲ 22.43%
1
Open
Feb 15, 2023
Super Micro Computer
15.82%
▲ 864.92%
2
Buy
Feb 14, 2023