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New Portfolio Jan 2023 - New Portfolio
New Portfolio Jan 2023
Individual Investor
Ranked #117,307 out of 764,406 TipRanks' Investors
Success Rate
167 out of 265
profitable transactions
profitable transactions
Average Return
9.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.05%
6-Month Return▲ 12.07%
12-Month Return▲ 35.79%
YTD Return▲ 23.22%
Total Return▲ 63.22%
Best Trade
Bio
Performance
25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 0.72%
Mar 2024
▼ 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
▼ 4.21%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.28%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.06%
Oct 2024
▲ 5.05%▲ 3.27%▲ 0.72%
▼ 12.40%▼ 4.03%▼ 1.18%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▲ 3.67%
▲ 25.72%▲ 1.21%▲ 0.08%
▼ 4.21%▲ 2.34%▲ 2.97%
▲ 7.82%▲ 2.10%▲ 0.28%
▲ 6.02%▼ 0.89%▲ 1.06%
Recent Activity
Apple
3.16%
▲ 44.42%
5
Sell
Aug 17, 2024
Amazon
7.48%
▲ 18.41%
5
Buy
Aug 17, 2024
Microsoft
4.46%
▲ 15.99%
4
Buy
Aug 17, 2024
Tesla
2.35%
▲ 58.79%
7
Sell
Aug 17, 2024
Uber Technologies
―
▲ 43.98%
6
Close
Aug 17, 2024
Alphabet Class A
8.09%
▲ 38.98%
8
Buy
Aug 17, 2024
Caterpillar
―
▲ 26.00%
4
Close
Aug 17, 2024
S&P Global
4.57%
▲ 12.54%
3
Sell
Aug 17, 2024
Moody's
4.53%
▲ 18.48%
6
Sell
Aug 17, 2024
Fair Isaac
0.94%
▲ 56.99%
7
Sell
Aug 17, 2024
Booking Holdings
1.35%
▲ 30.00%
5
Buy
Aug 17, 2024
Chipotle
4.15%
▼ 5.26%
7
Buy
Aug 17, 2024
e.l.f. Beauty
0.63%
▼ 38.09%
9
Buy
Aug 17, 2024
Intuit
0.29%
▼ 0.24%
6
Sell
Aug 17, 2024
Netflix
4.29%
▲ 27.37%
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
5.05%
▲ 20.99%
4
Buy
Aug 17, 2024
VICI Properties
3.57%
▲ 9.27%
3
Buy
Aug 17, 2024
Ish.Frf T Bd710
―
▲ 6.60%
3
Close
Aug 17, 2024