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Marzo 2023 - New Portfolio

FD2021

Marzo 2023
Individual Investor
Ranked #76,183 out of 787,214 TipRanks' Investors
Success Rate
62%
369 out of 593
profitable transactions
Average Return
30.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.07%
6-Month Return▲ 13.56%
12-Month Return▲ 36.64%
YTD Return▼ 5.51%
Total Return▲ 14.78%

Best Trade

Opened at
Closed at-
Gain▲ 652.43%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 1.11%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 14.18%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 8.03%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.91%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 6.81%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 2.21%
Jan 2025
▼ 9.03%
▲ 1.61%
▼ 7.55%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.11%
▼ 13.14%▲ 2.34%▼ 14.18%
▲ 2.93%▲ 2.10%▲ 1.49%
▲ 9.99%▼ 0.89%▲ 8.03%
▲ 26.04%▲ 5.96%▲ 16.91%
▲ 5.81%▼ 2.41%▼ 6.81%
▲ 4.98%▲ 2.69%▲ 2.21%
▼ 9.03%▲ 1.61%▼ 7.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nucor
0%
▲ 21.07%
4
Open
Jan 03, 2025
Allstate
0%
▼ 0.49%
1
Open
Oct 01, 2024
Qualcomm
0%
▲ 8.20%
7
Open
Sep 28, 2024
International Business Machines
0%
▲ 20.73%
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
2.98%
▲ 18.76%
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
2.13%
▲ 62.90%
21
Buy
Sep 20, 2024
Valkyrie Bitcoin Strategy ETF
▲ 124.71%
9
Close
Sep 20, 2024
Blackstone Group
11.49%
▲ 76.09%
10
Buy
Sep 20, 2024
ARK Innovation ETF
▲ 3.45%
19
Close
Sep 20, 2024
Meta Platforms
▲ 53.93%
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