tiprankstipranks

Feb 21 2023 - New Portfolio

Phil

Feb 21 2023
Individual Investor
Ranked #281,337 out of 775,913 TipRanks' Investors
Success Rate
53%
437 out of 833
profitable transactions
Average Return
9.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.71%
6-Month Return▲ 20.40%
12-Month Return▲ 52.05%
YTD Return▲ 51.66%
Total Return▲ 84.59%

Best Trade

Opened at
Closed at
Gain▲ 220.91%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.58%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.40%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.59%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.77%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 19.46%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.65%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.08%
▼ 2.25%▲ 3.53%▲ 0.58%
▲ 25.71%▲ 1.21%▲ 5.40%
▼ 4.22%▲ 2.34%▼ 2.63%
▲ 7.82%▲ 2.10%▲ 3.59%
▲ 5.38%▼ 0.89%▲ 1.77%
▲ 43.22%▲ 5.96%▲ 19.46%
▲ 3.34%▼ 1.56%▼ 6.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Costco
1.87%
▲ 20.90%
6
Open
Dec 19, 2024
Archer Aviation
1.34%
▲ 51.29%
15
Close
Dec 19, 2024
Micron
▲ 18.32%
7
Close
Dec 19, 2024
Toll Brothers
▼ 1.47%
7
Close
Dec 19, 2024
Exchange Income
2.93%
▲ 6.81%
2
Buy
Dec 19, 2024
Fairfax Financial Holdings
2.74%
▲ 10.43%
3
Buy
Dec 19, 2024
Flex
2.32%
▲ 2.16%
2
Buy
Dec 19, 2024
Vitalhub
2.56%
▲ 20.61%
5
Buy
Dec 18, 2024
Brookfield Infrastructure
▼ 12.89%
2
Close
Dec 18, 2024
Air Canada
▼ 13.40%
2
Close
Dec 18, 2024
Corebridge Financial, Inc.
2.09%
▲ 14.04%
11
Sell
Dec 16, 2024
Nvidia
1.32%
▲ 102.17%
34
Sell
Dec 16, 2024
Stantec
▲ 1.44%
10
Close
Dec 16, 2024
Abercrombie Fitch
1.52%
▼ 0.29%
3
Open
Dec 16, 2024
Leidos Holdings
▼ 7.62%
3
Close
Dec 16, 2024
Allstate
1.52%
▼ 7.03%
2
Sell
Dec 16, 2024
Caci International
▼ 8.59%
3
Close
Dec 16, 2024
Ceragon Networks
1.29%
▼ 6.60%
1
Open
Dec 16, 2024
Blue Bird
1.24%
▼ 11.29%
1
Open
Dec 16, 2024
Miller Industries
0.92%
▼ 6.50%
1
Open
Dec 16, 2024