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New Portfolio Dec 2022 - New Portfolio

TR-PremiumTestUser

New Portfolio Dec 2022
Individual Investor
Ranked #203,071 out of 734,331 TipRanks' Investors
Success Rate
73%
8 out of 11
profitable transactions
Average Return
9.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.93%
6-Month Return▲ 9.82%
12-Month Return▲ 18.50%
YTD Return▲ 11.80%
Total Return▲ 12.77%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.23%
Oct 2023
▲ 9.22%
▲ 9.13%
▼ 2.61%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 0.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.23%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.50%
Apr 2024
▲ 3.04%
▲ 4.25%
▲ 2.89%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.23%
▲ 9.22%▲ 9.13%▼ 2.61%
▲ 5.14%▲ 4.57%▲ 0.35%
▼ 1.87%▲ 1.59%▼ 2.23%
▲ 14.08%▲ 5.22%▲ 2.03%
▲ 5.05%▲ 3.27%▲ 8.38%
▼ 12.40%▼ 4.03%▲ 0.50%
▲ 3.04%▲ 4.25%▲ 2.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Pioneer Natural
▲ 26.91%
2
Close
May 02, 2024
Beijing Media Corp. Ltd. Class H
9.09%
▲ 23.38%
1
Open
Apr 16, 2024
Visa
9.09%
▲ 2.38%
1
Open
Apr 15, 2024
Alibaba
9.09%
▼ 5.95%
1
Open
Dec 25, 2022
BP
9.09%
▲ 14.73%
1
Open
Dec 25, 2022
Conocophillips
9.09%
▲ 8.67%
1
Open
Dec 25, 2022
Chevron
9.09%
▼ 3.10%
1
Open
Dec 25, 2022
Occidental Petroleum
9.09%
▲ 0.14%
1
Open
Dec 25, 2022
Petrochina Company
9.09%
0.00%
1
Open
Dec 25, 2022
Schlumberger
9.09%
▼ 5.94%
1
Open
Dec 25, 2022
TotalEnergies
9.09%
▲ 24.42%
1
Open
Dec 25, 2022
Exxon Mobil
9.09%
▲ 13.93%
1
Open
Dec 25, 2022