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New Portfolio Jan 2023 - New Portfolio
New Portfolio Jan 2023
Individual Investor
Ranked #80,287 out of 775,913 TipRanks' Investors
Success Rate
174 out of 265
profitable transactions
profitable transactions
Average Return
17.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.39%
6-Month Return▲ 16.33%
12-Month Return▲ 36.36%
YTD Return▲ 36.39%
Total Return▲ 80.67%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.67%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.22%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.79%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.49%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 0.56%
Dec 2024
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▲ 3.67%
▲ 25.71%▲ 1.21%▲ 0.08%
▼ 4.22%▲ 2.34%▲ 2.97%
▲ 7.82%▲ 2.10%▲ 2.22%
▲ 5.38%▼ 0.89%▲ 0.79%
▲ 43.22%▲ 5.96%▲ 9.49%
▼ 5.24%▼ 2.73%▼ 0.56%
Recent Activity
Apple
3.32%
▲ 62.87%
5
Sell
Aug 17, 2024
Amazon
7.83%
▲ 42.88%
5
Buy
Aug 17, 2024
Microsoft
4.37%
▲ 24.87%
4
Buy
Aug 17, 2024
Tesla
3.67%
▲ 167.61%
7
Sell
Aug 17, 2024
Uber Technologies
―
▲ 43.98%
6
Close
Aug 17, 2024
Alphabet Class A
8.33%
▲ 55.64%
8
Buy
Aug 17, 2024
Caterpillar
―
▲ 26.00%
4
Close
Aug 17, 2024
S&P Global
4.28%
▲ 15.42%
3
Sell
Aug 17, 2024
Moody's
4.26%
▲ 21.91%
6
Sell
Aug 17, 2024
Fair Isaac
0.91%
▲ 64.70%
7
Sell
Aug 17, 2024
Booking Holdings
1.32%
▲ 40.58%
5
Buy
Aug 17, 2024
Chipotle
4.04%
▲ 5.10%
7
Buy
Aug 17, 2024
e.l.f. Beauty
0.73%
▼ 24.32%
9
Buy
Aug 17, 2024
Intuit
0.28%
▲ 5.17%
6
Sell
Aug 17, 2024
Netflix
4.75%
▲ 53.15%
8
Sell
Aug 17, 2024
PayPal Holdings
―
▼ 1.52%
7
Close
Aug 17, 2024
SoFi Technologies
―
▼ 0.63%
4
Close
Aug 17, 2024
Texas Roadhouse
4.5%
▲ 15.19%
4
Buy
Aug 17, 2024
VICI Properties
3.01%
▲ 0.45%
3
Buy
Aug 17, 2024
Ish.Frf T Bd710
―
▲ 6.60%
3
Close
Aug 17, 2024