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New Portfolio Dec 2022 - New Portfolio
stephen
New Portfolio Dec 2022Individual Investor
Ranked #121,570 out of 769,291 TipRanks' Investors
Success Rate
158 out of 245
profitable transactions
profitable transactions
Average Return
10.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.42%
6-Month Return▲ 3.34%
12-Month Return▲ 16.34%
YTD Return▲ 13.61%
Total Return▲ 26.55%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 1.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.84%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.31%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.65%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.01%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.75%
Nov 2024
▼ 12.40%▼ 4.03%▲ 1.43%
▲ 11.46%▲ 5.06%▲ 2.84%
▼ 2.25%▲ 3.53%▲ 1.31%
▲ 25.72%▲ 1.21%▼ 0.65%
▼ 4.22%▲ 2.34%▲ 2.49%
▲ 7.82%▲ 2.10%▼ 0.01%
▲ 5.70%▼ 0.89%▼ 2.25%
▲ 23.63%▲ 3.84%▲ 1.75%
Recent Activity
Eagle Point Credit Company
31.42%
▲ 8.86%
16
Buy
Jul 10, 2024
Ares Capital
―
▲ 18.62%
10
Close
Jul 10, 2024
Fidelity Large Cap Growth Index Fund
2.79%
▲ 30.54%
5
Buy
Jul 10, 2024
Torm
11.74%
▼ 12.52%
5
Sell
Jul 10, 2024
AGNC Investment
―
▲ 12.65%
2
Close
Jul 10, 2024
Petroleo Brasileiro SA- Petrobras
14.67%
▲ 45.71%
12
Buy
Jun 07, 2024
Hafnia
―
▲ 13.10%
2
Close
Jun 07, 2024
Starwood Property
―
▲ 13.04%
8
Close
Apr 26, 2024
Verizon
―
▲ 12.71%
8
Close
Apr 26, 2024
Fidelity 500 Index Fund
4.33%
▲ 26.12%
5
Buy
Apr 26, 2024
Apple
―
▼ 2.99%
7
Close
Apr 15, 2024
Vanguard S&P 500 Growth ETF
13.15%
▲ 48.87%
6
Buy
Apr 15, 2024
Alphabet Class A
―
▲ 60.05%
4
Close
Apr 15, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 15.79%
9
Close
Apr 15, 2024
Nvidia
―
▲ 102.53%
2
Close
Apr 15, 2024
Ecopetrol SA
―
▲ 8.39%
3
Close
Apr 15, 2024
Rithm Capital
―
▼ 0.47%
2
Close
Apr 15, 2024
IShares Bitcoin Trust Registered
―
▲ 1.86%
2
Close
Apr 15, 2024
Franklin BSP Realty Trust
―
▼ 3.44%
3
Close
Mar 06, 2024
MV Oil Trust Units
―
▼ 9.33%
7
Close
Feb 29, 2024