New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #18,224 out of 764,637 TipRanks' Investors
Success Rate
76%
812 out of 1067
profitable transactions
Average Return
33.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.96%
6-Month Return▲ 15.22%
12-Month Return▲ 40.06%
YTD Return▲ 19.54%
Total Return▲ 81.80%

Best Trade

Opened at
Closed at-
Gain▲ 1032.49%

Bio

Trying to save enough to retire comfortably

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.81%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.13%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.27%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.48%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.23%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.05%
▲ 11.46%▲ 5.06%▲ 2.81%
▼ 2.25%▲ 3.53%▼ 1.13%
▲ 25.72%▲ 1.21%▲ 3.27%
▼ 4.21%▲ 2.34%▲ 2.64%
▲ 7.82%▲ 2.10%▲ 10.48%
▲ 6.02%▼ 0.89%▲ 0.23%
▼ 2.57%▲ 0.42%▲ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CVS Health
0.86%
▼ 12.51%
27
Sell
Nov 01, 2024
Vertex Pharmaceuticals
1.15%
▲ 16.73%
12
Buy
Nov 01, 2024
Starbucks
0.92%
▲ 15.31%
19
Sell
Nov 01, 2024
Brookfield Renewable
2.55%
▼ 2.60%
17
Buy
Nov 01, 2024
Duke Energy
1.06%
▼ 3.82%
6
Buy
Nov 01, 2024
Paycom
0.71%
▼ 4.54%
22
Sell
Oct 31, 2024
Bristol-Myers Squibb
0.81%
▲ 14.52%
14
Sell
Oct 31, 2024
Cameco
1.78%
▲ 1.92%
8
Buy
Oct 31, 2024
Markel
1.08%
▼ 1.31%
5
Buy
Oct 31, 2024
Lam Research
1.19%
▲ 0.66%
6
Buy
Oct 31, 2024
Alphabet Class C
1.91%
▲ 87.73%
48
Sell
Oct 30, 2024
Tesla
2.27%
▲ 42.19%
82
Sell
Oct 30, 2024
SoFi Technologies
0.51%
▲ 81.46%
47
Sell
Oct 30, 2024
NextEra Energy
0.53%
▼ 4.65%
3
Buy
Oct 30, 2024
Alibaba
1.64%
▲ 23.69%
40
Sell
Oct 28, 2024
Zoom Video Communications
0.41%
▲ 9.49%
12
Sell
Oct 28, 2024
Nio
0.25%
▼ 26.74%
36
Sell
Oct 28, 2024
PayPal Holdings
0.94%
▲ 17.22%
44
Sell
Oct 28, 2024
JD
0.97%
▲ 35.65%
55
Sell
Oct 28, 2024
PDD Holdings
1.17%
▲ 17.03%
37
Sell
Oct 28, 2024