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New Portfolio Feb 2023 - New Portfolio
New Portfolio Feb 2023
Individual Investor
Ranked #42,249 out of 747,498 TipRanks' Investors
Success Rate
64 out of 88
profitable transactions
profitable transactions
Average Return
15.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.44%
6-Month Return▲ 6.60%
12-Month Return▲ 13.32%
YTD Return▲ 7.62%
Total Return▲ 15.25%
Best Trade
Bio
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.62%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.28%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.81%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.39%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.84%
▼ 1.87%▲ 1.59%▼ 1.13%
▲ 14.08%▲ 5.22%▲ 2.19%
▲ 5.05%▲ 3.27%▲ 1.62%
▼ 12.40%▼ 4.03%▼ 5.43%
▲ 11.46%▲ 5.06%▲ 4.28%
▼ 2.25%▲ 3.53%▲ 1.81%
▲ 25.65%▲ 0.88%▲ 4.39%
Recent Activity
Nustar Energy
―
▲ 53.63%
3
Close
May 02, 2024
Sunoco
1.05%
▲ 6.06%
1
Open
May 02, 2024
Kenvue, Inc.
0.13%
▼ 9.19%
1
Open
Feb 07, 2024
KeyCorp
―
▲ 19.70%
6
Close
Feb 01, 2024
Ford Motor
―
▼ 8.98%
3
Close
Jan 30, 2024
General Motors
―
▲ 7.67%
2
Close
Jan 30, 2024
iShares Russell Top 200 Growth ETF
―
▲ 6.31%
2
Close
Jan 30, 2024
NY Community
0.21%
▼ 60.32%
5
Buy
Jan 17, 2024
iShares U.S. Technology ETF
5.33%
▲ 23.31%
4
Buy
Jan 17, 2024
AbbVie
16.15%
▲ 21.05%
5
Buy
Dec 28, 2023
Energy Transfer
1.77%
▲ 33.43%
8
Buy
Dec 28, 2023
Microsoft
21.37%
▲ 45.96%
3
Buy
Dec 28, 2023
Prudential Financial
14.15%
▲ 36.01%
3
Buy
Dec 28, 2023
US Bancorp
2.86%
▲ 12.95%
3
Buy
Dec 28, 2023
Synovus
0.81%
▲ 58.36%
4
Sell
Dec 08, 2023
Enterprise Products Partners
5.45%
▲ 21.66%
3
Buy
Nov 02, 2023
Apple
0%
▲ 28.14%
1
Open
Sep 14, 2023
Johnson & Johnson
5.56%
▼ 0.58%
4
Buy
Aug 22, 2023
iShares Semiconductor ETF
3.1%
▲ 39.99%
1
Open
Jul 21, 2023
John Hancock Preferred Income Fund III
1.95%
▲ 27.73%
4
Buy
Jul 19, 2023