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New Portfolio Jan 2023 - New Portfolio

PerformancePortfolio Details

New Portfolio Jan 2023
Individual Investor
Ranked #165,499 out of 747,498 TipRanks' Investors
Success Rate
58%
146 out of 250
profitable transactions
Average Return
7.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.68%
6-Month Return▲ 19.91%
12-Month Return▲ 27.70%
YTD Return▲ 18.04%
Total Return▲ 56.34%

Best Trade

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

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.22%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.78%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.48%
Feb 2024
▲ 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%
▲ 3.65%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.22%
▼ 1.87%▲ 1.59%▼ 1.78%
▲ 14.08%▲ 5.22%▲ 11.48%
▲ 5.05%▲ 3.27%▲ 0.72%
▼ 12.40%▼ 4.03%▼ 1.18%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▲ 3.65%
▲ 25.65%▲ 0.88%▲ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
4.66%
▲ 43.23%
4
Sell
Jul 05, 2024
AMZN
Amazon
5.49%
▲ 19.73%
4
Buy
Jul 05, 2024
TSLA
Tesla
4.04%
▲ 52.03%
6
Sell
Jul 05, 2024
UBER
Uber Technologies
2.28%
▲ 36.36%
5
Buy
Jul 05, 2024
CAT
Caterpillar
0.34%
▲ 26.24%
3
Open
Jul 05, 2024
MCO
Moody's
4.7%
▲ 15.16%
5
Sell
Jul 05, 2024
FICO
Fair Isaac
1.23%
▲ 25.30%
6
Sell
Jul 05, 2024
COST
Costco
4.45%
▲ 19.09%
3
Sell
Jul 05, 2024
CMG
Chipotle
1.09%
▼ 11.74%
6
Sell
Jul 05, 2024
CP
Canadian Pacific Kansas City
1.37%
▲ 2.01%
6
Buy
Jul 05, 2024
ELF
e.l.f. Beauty
0.86%
▲ 2.80%
8
Buy
Jul 05, 2024
NFLX
Netflix
3.76%
▲ 6.70%
7
Buy
Jul 05, 2024
TXRH
Texas Roadhouse
4.14%
▲ 10.19%
3
Buy
Jul 05, 2024
VICI
VICI Properties
3.22%
▲ 7.18%
2
Buy
Jul 05, 2024
DTLA
iShares $ Treasury Bond 20+ Yr UCITS ETF USD (Accumulating)
2.95%
▲ 2.83%
4
Buy
Jul 05, 2024
DELL
Dell Technologies
1.22%
▼ 2.11%
6
Buy
Jul 05, 2024
MO
Altria Group
1.19%
▲ 17.40%
3
Buy
Jul 05, 2024
BTI
British American Tobacco
―
▲ 12.48%
4
Close
Jul 05, 2024
CRM
Salesforce
3.59%
▼ 6.11%
5
Buy
Jul 05, 2024
SHOP
Shopify
―
▲ 5.72%
5
Close
Jul 05, 2024