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2022 - New Portfolio

Joseph Grier

2022
Individual Investor
Ranked #437,264 out of 775,923 TipRanks' Investors
Success Rate
27%
106 out of 399
profitable transactions
Average Return
-7.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.06%
6-Month Return▲ 3.49%
12-Month Return▲ 6.22%
YTD Return▲ 6.10%
Total Return▼ 25.64%

Best Trade

Opened at
Closed at-
Gain▲ 68.31%

Bio

Long Short US Beta Fund

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.61%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.46%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.35%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.20%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.15%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.98%
▼ 2.25%▲ 3.53%▲ 2.61%
▲ 25.71%▲ 1.21%▲ 2.46%
▼ 4.22%▲ 2.34%▲ 2.23%
▲ 7.82%▲ 2.10%▲ 2.35%
▲ 5.38%▼ 0.89%▼ 3.20%
▲ 43.22%▲ 5.96%▲ 4.05%
▲ 3.34%▼ 1.56%▼ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.01%
▼ 23.81%
2
Sell
Oct 07, 2024
CrowdStrike Holdings
0.4%
▲ 31.99%
3
Buy
Sep 26, 2024
Costco
2.62%
▲ 5.98%
1
Open
Sep 26, 2024
PDD Holdings
0.05%
▼ 2.73%
2
Sell
Sep 25, 2024
Vanguard Long-Term Corporate Bond ETF
0.06%
▲ 5.85%
2
Sell
Sep 05, 2024
SPDR S&P 500 ETF Trust
64.85%
▲ 45.96%
112
Buy
Feb 16, 2024
Direxion Daily S&P 500 Bear 3x Shares
▼ 52.08%
97
Close
Feb 06, 2024
Apple
0.01%
▲ 1.00%
7
Open
Jun 08, 2023
iShares 20+ Year Treasury Bond ETF
12.11%
▼ 12.24%
48
Buy
Jun 08, 2023
iShares MSCI ACWI ex U.S. ETF
14.29%
▲ 11.39%
1
Open
Jun 08, 2023
iShares 10-20 Year Treasury Bond ETF
5.49%
▼ 6.17%
56
Buy
May 15, 2023
Direxion Daily 20+ Year Treasury Bear 3x Shares
▼ 8.92%
33
Close
Dec 21, 2022
MicroSectors Oil & Gas Exp. & Prod. -3x Inverse Leveraged ETN
▼ 31.45%
49
Close
Dec 06, 2022
Direxion Daily 7-10 Year Treasury Bear 3x Shares
▼ 4.65%
15
Close
Aug 12, 2022
The Hershey Company
▲ 8.74%
2
Close
May 23, 2022
Dow Inc
▲ 15.57%
2
Close
May 23, 2022
Jones Lang Lasalle
▼ 26.74%
2
Close
May 20, 2022
Goldman Sachs Group
▼ 20.11%
2
Close
May 19, 2022
Microsoft
▼ 17.87%
5
Close
May 19, 2022
Duke Energy
▲ 6.61%
3
Close
May 19, 2022