Marzo 2023 - New Portfolio

FD2021

Marzo 2023
Individual Investor
Ranked #76,671 out of 764,830 TipRanks' Investors
Success Rate
62%
366 out of 592
profitable transactions
Average Return
22.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.16%
6-Month Return▲ 16.26%
12-Month Return▲ 66.02%
YTD Return▲ 31.65%
Total Return▲ 5.94%

Best Trade

Opened at
Closed at-
Gain▲ 492.71%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 12.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 17.40%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.36%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 12.86%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 5.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.55%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.43%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 3.90%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 12.25%
▲ 11.46%▲ 5.06%▲ 17.40%
▼ 2.25%▲ 3.53%▼ 2.36%
▲ 25.72%▲ 1.21%▲ 12.86%
▼ 4.21%▲ 2.34%▼ 5.00%
▲ 7.82%▲ 2.10%▲ 0.55%
▲ 6.02%▼ 0.89%▲ 5.43%
▼ 2.13%▲ 0.42%▼ 3.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Allstate
0%
▼ 3.96%
1
Open
Oct 01, 2024
Qualcomm
0%
▲ 7.28%
7
Open
Sep 28, 2024
International Business Machines
0%
▼ 6.68%
1
Open
Sep 28, 2024
Block
▼ 1.64%
15
Close
Sep 20, 2024
Tesla
▲ 21.82%
14
Close
Sep 20, 2024
Vanguard Russell 1000 Growth ETF
▲ 21.67%
3
Close
Sep 20, 2024
Vanguard S&P 500 ETF
3.25%
▲ 12.29%
3
Buy
Sep 20, 2024
Vanguard Total Stock Market ETF
▲ 15.76%
3
Close
Sep 20, 2024
Vanguard Small Cap Value ETF
▲ 10.22%
4
Close
Sep 20, 2024
Vanguard Dividend Appreciation ETF
▲ 14.37%
3
Close
Sep 20, 2024
Bank of America
2.24%
▲ 43.89%
21
Buy
Sep 20, 2024
Valkyrie Bitcoin Strategy ETF
▲ 122.94%
9
Close
Sep 20, 2024
Blackstone Group
13.51%
▲ 74.91%
10
Buy
Sep 20, 2024
ARK Innovation ETF
▲ 3.45%
19
Close
Sep 20, 2024
Meta Platforms
▲ 53.92%
9
Close
Sep 20, 2024
Grayscale Ethereum Trust (ETH)
▲ 22.34%
73
Close
Sep 20, 2024
Piedmont Lithium
▼ 61.26%
8
Close
Sep 20, 2024
Invesco NASDAQ 100 ETF
▲ 21.62%
3
Close
Sep 20, 2024
Invesco QQQ Trust
▲ 21.44%
3
Close
Sep 20, 2024
Riot Platforms
▲ 6.03%
6
Close
Sep 20, 2024