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Feb 21 2023 - New Portfolio
Phil
Feb 21 2023Individual Investor
Ranked #330,419 out of 793,704 TipRanks' Investors
Success Rate
486 out of 989
profitable transactions
profitable transactions
Average Return
7.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.81%
6-Month Return▲ 4.48%
12-Month Return▲ 9.58%
YTD Return▼ 7.08%
Total Return▲ 69.65%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.59%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.77%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 19.41%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.62%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 5.81%
Mar 2025
▼ 13.14%▲ 2.34%▼ 2.63%
▲ 2.93%▲ 2.10%▲ 3.59%
▲ 10.00%▼ 0.89%▲ 1.77%
▲ 26.01%▲ 5.96%▲ 19.41%
▲ 5.33%▼ 2.41%▼ 7.62%
▲ 5.89%▲ 2.69%▲ 2.03%
▼ 12.86%▼ 1.27%▼ 3.31%
▲ 3.73%▼ 4.27%▼ 5.81%
Recent Activity
Purpose Bitcoin ETF
―
▲ 17.45%
13
Close
Mar 20, 2025
Vanguard FTSE Dev EU
0.85%
▼ 1.59%
1
Open
Mar 20, 2025
HSBC Holdings
3.16%
▲ 0.16%
2
Buy
Mar 18, 2025
Ares Capital
2.02%
▲ 4.81%
6
Buy
Mar 14, 2025
Nvidia
1.51%
▲ 69.80%
48
Buy
Mar 14, 2025
Intuitive Surgical
1.72%
▲ 6.02%
9
Buy
Mar 14, 2025
Archer Aviation
1.77%
▲ 44.82%
16
Buy
Mar 14, 2025
Bird Construction
1.39%
▲ 6.54%
13
Buy
Mar 14, 2025
Primoris Services
0.97%
▼ 20.16%
3
Open
Mar 14, 2025
Vanguard FTSE Canadian High Dividend Yield Index ETF
0.98%
▲ 2.41%
1
Open
Mar 14, 2025
Vanguard FTSE Developed ex North America High Dividend Yield
0.95%
▲ 0.22%
1
Open
Mar 14, 2025
Doman Building Materials Group
1.11%
▲ 7.73%
19
Buy
Mar 13, 2025
Invesco QQQ Trust
2.17%
▲ 1.94%
27
Buy
Mar 13, 2025
Brookfield Infrastructure
1.71%
▼ 1.28%
3
Open
Mar 13, 2025
VanEck Fabless Semiconductor ETF
1.65%
▼ 3.98%
6
Buy
Mar 13, 2025
Goldman Sachs Group
―
▼ 21.06%
2
Close
Mar 13, 2025
Amphenol
―
▼ 11.73%
2
Close
Mar 13, 2025
Brinker International
―
▼ 14.99%
2
Close
Mar 13, 2025
Walmart
1.36%
▼ 8.88%
10
Sell
Mar 12, 2025
Vistra Energy
2.15%
▲ 27.69%
17
Buy
Mar 12, 2025