tiprankstipranks

New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #19,703 out of 793,101 TipRanks' Investors
Success Rate
74%
974 out of 1311
profitable transactions
Average Return
35.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.20%
6-Month Return▲ 10.75%
12-Month Return▲ 28.34%
YTD Return▲ 5.33%
Total Return▲ 98.09%

Best Trade

Opened at
Closed at-
Gain▲ 915.64%

Bio

Trying to save enough to retire comfortably

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.60%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.89%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.63%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 6.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.51%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 0.17%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.60%
▲ 2.93%▲ 2.10%▲ 10.48%
▲ 10.00%▼ 0.89%▼ 0.09%
▲ 26.01%▲ 5.96%▲ 7.89%
▲ 5.34%▼ 2.41%▼ 3.63%
▲ 5.88%▲ 2.69%▲ 6.76%
▼ 12.86%▼ 1.27%▼ 1.51%
▲ 7.47%▼ 3.09%▲ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zscaler
0.4%
▲ 79.39%
47
Sell
Mar 25, 2025
Coinbase Global
0.71%
▲ 5.22%
9
Buy
Mar 25, 2025
Cameco
2.18%
▼ 7.94%
19
Buy
Mar 25, 2025
Novo Nordisk
0.79%
▼ 3.79%
5
Buy
Mar 25, 2025
Vanguard Institutional Index Fund Institutional Plus Shares
1.41%
▲ 29.48%
9
Buy
Mar 24, 2025
Vanguard Extended Market Index Fund Insti Plus
1.18%
▲ 3.95%
6
Buy
Mar 24, 2025
Vanguard Emerging Markets Stock Index Fund Institutional Shares
1.21%
▲ 11.79%
5
Buy
Mar 24, 2025
Alibaba
1.33%
▲ 70.47%
49
Sell
Mar 19, 2025
TSMC
2.56%
▲ 56.87%
52
Buy
Mar 19, 2025
Uber Technologies
1.26%
▲ 0.10%
10
Buy
Mar 19, 2025
Tesla
1.89%
▲ 55.09%
99
Buy
Mar 18, 2025
Trade Desk
0.97%
▲ 0.73%
47
Buy
Mar 18, 2025
CVS Health
▲ 4.27%
30
Close
Mar 14, 2025
Duke Energy
1.69%
▲ 5.98%
15
Sell
Mar 14, 2025
Meta Platforms
1.09%
▲ 173.93%
53
Buy
Mar 13, 2025
JD
▲ 38.34%
64
Close
Mar 13, 2025
PDD Holdings
0.57%
▲ 24.37%
43
Sell
Mar 13, 2025
Fortinet
0.41%
▲ 54.36%
23
Sell
Mar 11, 2025
Amazon
3.77%
▲ 86.24%
58
Buy
Mar 10, 2025
Alphabet Class C
1.9%
▲ 59.09%
59
Buy
Mar 10, 2025