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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #30,271 out of 775,923 TipRanks' Investors
Success Rate
68%
773 out of 1136
profitable transactions
Average Return
39.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.62%
6-Month Return▲ 23.12%
12-Month Return▲ 26.80%
YTD Return▲ 25.73%
Total Return▲ 91.22%

Best Trade

Opened at
Closed at-
Gain▲ 1026.73%

Bio

Trying to save enough to retire comfortably

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.81%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.13%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.48%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.03%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.92%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.17%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.81%
▼ 2.25%▲ 3.53%▼ 1.13%
▲ 25.71%▲ 1.21%▲ 3.27%
▼ 4.22%▲ 2.34%▲ 2.60%
▲ 7.82%▲ 2.10%▲ 10.48%
▲ 5.38%▼ 0.89%▲ 0.03%
▲ 43.22%▲ 5.96%▲ 7.92%
▲ 3.34%▼ 1.56%▼ 2.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shopify
1.12%
▲ 104.22%
53
Sell
Dec 20, 2024
Tesla
2.45%
▲ 140.46%
92
Sell
Dec 20, 2024
CrowdStrike Holdings
2.01%
▲ 163.27%
85
Sell
Dec 20, 2024
SoFi Technologies
0.23%
▲ 152.30%
53
Sell
Dec 20, 2024
Paycom
0.49%
▼ 5.94%
24
Sell
Dec 20, 2024
Vertex Pharmaceuticals
1.27%
▲ 1.54%
15
Buy
Dec 20, 2024
Broadcom
0.74%
▲ 53.74%
13
Sell
Dec 20, 2024
Markel
▲ 10.33%
6
Close
Dec 20, 2024
Mercadolibre
1.88%
▲ 19.03%
33
Buy
Dec 18, 2024
Kraft Heinz
1.6%
▼ 5.74%
18
Buy
Dec 18, 2024
Brookfield Renewable
2.43%
▼ 7.26%
19
Buy
Dec 18, 2024
Cameco
1.83%
▲ 1.79%
10
Buy
Dec 18, 2024
NextEra Energy
0.73%
▼ 5.92%
6
Buy
Dec 18, 2024
Prologis
1.55%
▼ 7.48%
11
Buy
Dec 18, 2024
Centrus Energy
0.92%
▼ 9.73%
5
Buy
Dec 18, 2024
Devon Energy
0.88%
▼ 5.04%
4
Buy
Dec 18, 2024
BWX Technologies
0.87%
▼ 2.22%
2
Buy
Dec 18, 2024
Trade Desk
0.37%
▲ 120.50%
38
Sell
Dec 17, 2024
Bristol-Myers Squibb
0.56%
▲ 20.86%
17
Sell
Dec 17, 2024
Advanced Micro Devices
0.57%
▼ 5.54%
3
Buy
Dec 17, 2024