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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #21,943 out of 769,002 TipRanks' Investors
Success Rate
74%
803 out of 1092
profitable transactions
Average Return
39.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.16%
6-Month Return▲ 17.68%
12-Month Return▲ 39.91%
YTD Return▲ 24.56%
Total Return▲ 89.44%

Best Trade

Opened at
Closed at-
Gain▲ 1120.22%

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
▼ 4.22%
▲ 2.34%
▲ 2.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.48%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.19%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 4.44%
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%
▼ 4.22%▲ 2.34%▲ 2.60%
▲ 7.82%▲ 2.10%▲ 10.48%
▲ 5.70%▼ 0.89%▲ 0.19%
▲ 21.94%▲ 3.81%▲ 4.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
1.18%
▲ 24.04%
14
Buy
Nov 20, 2024
Brookfield Corporation
1.5%
▲ 78.85%
29
Buy
Nov 20, 2024
Mercadolibre
1.81%
▲ 37.79%
31
Buy
Nov 19, 2024
Vertex Pharmaceuticals
1.21%
▲ 10.96%
13
Buy
Nov 19, 2024
CVS Health
0.66%
▼ 10.91%
29
Sell
Nov 18, 2024
Duke Energy
1.5%
▲ 0.24%
10
Buy
Nov 18, 2024
Meta Platforms
0.85%
▲ 207.46%
47
Buy
Nov 15, 2024
JD
0.58%
▲ 18.01%
57
Sell
Nov 15, 2024
Applied Materials
0.35%
▲ 0.95%
1
Open
Nov 15, 2024
Realty Income
1.33%
▲ 6.65%
12
Buy
Nov 14, 2024
Prologis
1.07%
▲ 0.62%
5
Buy
Nov 14, 2024
ASML Holding
1.41%
▼ 10.31%
25
Buy
Nov 13, 2024
Lam Research
1.3%
▼ 5.95%
8
Buy
Nov 13, 2024
Shopify
1.34%
▲ 94.83%
49
Sell
Nov 12, 2024
Tesla
2.42%
▲ 95.33%
86
Sell
Nov 11, 2024
Zscaler
0.87%
▲ 71.76%
43
Sell
Nov 11, 2024
SoFi Technologies
0.38%
▲ 141.13%
50
Sell
Nov 11, 2024
Zoom Video Communications
0.27%
▲ 14.21%
13
Sell
Nov 11, 2024
PayPal Holdings
0.9%
▲ 28.58%
45
Sell
Nov 11, 2024
Brookfield Asset Management Ltd. Class A
1.71%
▲ 79.59%
25
Sell
Nov 11, 2024