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New Portfolio Jan 2023 - New Portfolio

PerformancePortfolio Details

New Portfolio Jan 2023
Individual Investor
Ranked #97,785 out of 769,002 TipRanks' Investors
Success Rate
65%
173 out of 265
profitable transactions
Average Return
14.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.71%
6-Month Return▲ 14.05%
12-Month Return▲ 37.38%
YTD Return▲ 31.23%
Total Return▲ 73.83%

Best Trade

AssetMeta Platforms (META)
Opened at
Closed at
Gain▲ 234.03%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.67%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.28%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.95%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 6.62%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.18%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▲ 3.67%
▲ 25.72%▲ 1.21%▲ 0.08%
▼ 4.22%▲ 2.34%▲ 2.97%
▲ 7.82%▲ 2.10%▲ 0.28%
▲ 5.70%▼ 0.89%▲ 0.95%
▲ 21.94%▲ 3.81%▲ 6.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
3.1%
▲ 46.56%
5
Sell
Aug 17, 2024
AMZN
Amazon
7.14%
▲ 28.88%
5
Buy
Aug 17, 2024
MSFT
Microsoft
4.27%
▲ 18.60%
4
Buy
Aug 17, 2024
TSLA
Tesla
3.07%
▲ 117.38%
7
Sell
Aug 17, 2024
UBER
Uber Technologies
―
▲ 43.98%
6
Close
Aug 17, 2024
GOOGL
Alphabet Class A
7.5%
▲ 42.93%
8
Buy
Aug 17, 2024
CAT
Caterpillar
―
▲ 26.00%
4
Close
Aug 17, 2024
SPGI
S&P Global
4.61%
▲ 17.87%
3
Sell
Aug 17, 2024
MCO
Moody's
4.51%
▲ 23.84%
6
Sell
Aug 17, 2024
FICO
Fair Isaac
1.06%
▲ 81.92%
7
Sell
Aug 17, 2024
BKNG
Booking Holdings
1.4%
▲ 39.46%
5
Buy
Aug 17, 2024
CMG
Chipotle
4.02%
▲ 0.02%
7
Buy
Aug 17, 2024
ELF
e.l.f. Beauty
0.71%
▼ 30.01%
9
Buy
Aug 17, 2024
INTU
Intuit
0.31%
▲ 6.35%
6
Sell
Aug 17, 2024
NFLX
Netflix
4.84%
▲ 48.91%
8
Sell
Aug 17, 2024
PYPL
PayPal Holdings
―
▼ 1.52%
7
Close
Aug 17, 2024
SOFI
SoFi Technologies
―
▼ 0.63%
4
Close
Aug 17, 2024
TXRH
Texas Roadhouse
4.94%
▲ 22.44%
4
Buy
Aug 17, 2024
VICI
VICI Properties
3.5%
▲ 10.51%
3
Buy
Aug 17, 2024
CBU0
Ish.Frf T Bd710
―
▲ 6.60%
3
Close
Aug 17, 2024