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2022 - New Portfolio

Joseph Grier

2022
Individual Investor
Ranked #423,566 out of 793,549 TipRanks' Investors
Success Rate
28%
113 out of 399
profitable transactions
Average Return
-7.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.06%
6-Month Return▼ 2.64%
12-Month Return▲ 5.89%
YTD Return▲ 0.78%
Total Return▼ 25.74%

Best Trade

Opened at
Closed at-
Gain▲ 62.38%

Bio

Long Short US Beta Fund

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.35%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.04%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 1.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.33%
Feb 2025
▲ 8.05%
▼ 2.86%
▼ 3.26%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.23%
▲ 2.93%▲ 2.10%▲ 2.35%
▲ 10.00%▼ 0.89%▼ 3.20%
▲ 26.01%▲ 5.96%▲ 4.05%
▲ 5.34%▼ 2.41%▼ 4.04%
▲ 5.88%▲ 2.69%▲ 1.80%
▼ 12.86%▼ 1.27%▲ 2.33%
▲ 8.05%▼ 2.86%▼ 3.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.01%
▼ 10.66%
2
Sell
Oct 07, 2024
CrowdStrike Holdings
0.41%
▲ 35.32%
3
Buy
Sep 26, 2024
Costco
2.58%
▲ 3.39%
1
Open
Sep 26, 2024
PDD Holdings
0.07%
▲ 19.72%
2
Sell
Sep 25, 2024
Vanguard Long-Term Corporate Bond ETF
0.06%
▲ 6.85%
2
Sell
Sep 05, 2024
SPDR S&P 500 ETF Trust
63.08%
▲ 41.20%
112
Buy
Feb 16, 2024
Direxion Daily S&P 500 Bear 3x Shares
▼ 52.07%
97
Close
Feb 06, 2024
Apple
0.01%
▼ 3.56%
7
Open
Jun 08, 2023
iShares 20+ Year Treasury Bond ETF
12.37%
▼ 10.79%
48
Buy
Jun 08, 2023
iShares MSCI ACWI ex U.S. ETF
15.63%
▲ 20.52%
1
Open
Jun 08, 2023
iShares 10-20 Year Treasury Bond ETF
5.67%
▼ 3.84%
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
▼ 4.66%
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