New Portfolio Mar 2023 - New Portfolio

andrej

New Portfolio Mar 2023
Individual Investor
Ranked #182,830 out of 755,539 TipRanks' Investors
Success Rate
100%
3 out of 3
profitable transactions
Average Return
35.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.42%
6-Month Return▲ 17.89%
12-Month Return▲ 12.06%
YTD Return▲ 4.12%
Total Return▲ 40.46%

Best Trade

Opened at
Closed at-
Gain▲ 49.31%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 5.42%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.61%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.50%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.41%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 2.85%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.46%
▲ 5.05%▲ 3.27%▼ 5.42%
▼ 12.40%▼ 4.03%▼ 0.85%
▲ 11.46%▲ 5.06%▲ 5.67%
▼ 2.25%▲ 3.53%▲ 9.61%
▲ 25.76%▲ 1.21%▲ 5.50%
▼ 4.21%▲ 2.34%▼ 1.41%
▼ 12.37%▼ 4.14%▼ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
33.33%
▲ 41.40%
1
Open
Mar 18, 2023
Microsoft
33.33%
▲ 49.31%
1
Open
Mar 18, 2023
Tesla
33.33%
▲ 15.00%
1
Open
Mar 18, 2023