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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #38,976 out of 746,321 TipRanks' Investors
Success Rate
67%
622 out of 933
profitable transactions
Average Return
28.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.87%
6-Month Return▲ 15.39%
12-Month Return▲ 13.78%
YTD Return▲ 7.24%
Total Return▲ 63.10%

Best Trade

Opened at
Closed at-
Gain▲ 974.18%

Bio

Trying to save enough to retire comfortably

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 9.44%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.94%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.81%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.13%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 5.45%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.44%
▼ 1.87%▲ 1.59%▼ 5.17%
▲ 14.08%▲ 5.22%▲ 6.72%
▲ 5.05%▲ 3.27%▲ 0.94%
▼ 12.40%▼ 4.03%▼ 2.05%
▲ 11.46%▲ 5.06%▲ 2.81%
▼ 2.25%▲ 3.53%▼ 1.13%
▲ 28.20%▲ 3.18%▲ 5.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shopify
1.48%
▲ 25.50%
38
Buy
Jul 15, 2024
Tesla
3.86%
▲ 44.28%
70
Sell
Jul 15, 2024
Baidu
2.07%
▼ 16.86%
34
Buy
Jul 15, 2024
Energy Transfer
1.42%
▲ 31.45%
20
Buy
Jul 12, 2024
Kraft Heinz
1.34%
▼ 1.99%
14
Buy
Jul 12, 2024
Salesforce
▲ 12.27%
4
Close
Jul 12, 2024
Alphabet Class C
2.99%
▲ 104.36%
39
Sell
Jul 10, 2024
SoFi Technologies
0.61%
▲ 21.88%
41
Buy
Jul 10, 2024
Taiwan Semiconductor Manufacturing
2.29%
▲ 82.52%
30
Sell
Jul 10, 2024
CVS Health
1.18%
▼ 10.93%
21
Buy
Jul 10, 2024
Realty Income
1.04%
▲ 6.63%
9
Buy
Jul 10, 2024
PDD Holdings
1.22%
▲ 33.36%
24
Buy
Jul 02, 2024
Snowflake
1.23%
▼ 7.92%
26
Sell
Jul 01, 2024
Nio
0.36%
▼ 35.14%
33
Sell
Jul 01, 2024
Johnson & Johnson
1.53%
▼ 0.59%
17
Buy
Jul 01, 2024
AMCAP Fund, Class A Shares A
1.14%
▲ 26.41%
31
Buy
Jun 27, 2024
Sea
1.28%
▲ 71.91%
32
Sell
Jun 21, 2024
Meta Platforms
0.65%
▲ 232.25%
40
Buy
Jun 14, 2024
Qualcomm
0.77%
▲ 77.85%
10
Buy
Jun 14, 2024
ASML Holding
0.94%
▲ 55.76%
13
Buy
Jun 14, 2024