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New Portfolio Aug 2022
- New Portfolio
Performance
Portfolio Details
New Portfolio Aug 2022
Individual Investor
Ranked #476,531 out of 705,243 TipRanks' Investors
Success Rate
44%
171 out of 388
profitable transactions
Average Return
-9.23%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 4.29%
6-Month Return
▼ 39.39%
12-Month Return
▼ 36.82%
YTD Return
▼ 27.79%
Total Return
▼ 42.44%
Best Trade
Asset
Tesla (TSLA)
Opened at
Jan 11, 2023
Closed at
Feb 17, 2023
Gain
▲ 69.06%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
28.27%
0
-28.27%
May 2023
Jun 2023
Jul 2023
Aug 2023
Sep 2023
Oct 2023
Nov 2023
Dec 2023
TipRanks Average
S&P 500
Investor Portfolio
▲ 5.30%
▲ 0.46%
▲ 13.73%
▲ 10.44%
▲ 6.48%
▼ 6.66%
▲ 11.13%
▲ 3.27%
▼ 0.91%
▼ 8.63%
▼ 1.63%
▼ 2.25%
▼ 4.53%
▼ 4.74%
▼ 28.27%
▼ 6.45%
▼ 2.17%
▼ 8.76%
▲ 9.22%
▲ 9.13%
▲ 0.69%
▲ 0.05%
▲ 0.59%
▲ 3.15%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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RUM
Rumble
0.01%
▼ 51.65%
70
Sell
Apr 01, 2023
JEPI
JPMorgan Equity Premium Income ETF
37.66%
▲ 6.24%
44
Buy
Apr 01, 2023
SCHD
Schwab US Dividend Equity ETF
―
▼ 2.67%
28
Close
Apr 01, 2023
VOO
Vanguard S&P 500 ETF
20.42%
▲ 4.62%
5
Open
Apr 01, 2023
MULN
Mullen Automotive
0.01%
▼ 25.20%
7
Open
Apr 01, 2023
MPW
Medical Properties
―
▼ 29.63%
24
Close
Apr 01, 2023
NYCB
NY Community
―
▼ 8.83%
5
Close
Apr 01, 2023
CSWC
Capital Southwest
―
▲ 11.58%
63
Close
Feb 25, 2023
KO
Coca-Cola
―
▼ 3.46%
23
Close
Feb 25, 2023
TSLA
Tesla
―
▲ 13.44%
12
Close
Feb 17, 2023
PSEC
Prospect Capital
―
▲ 4.11%
12
Close
Feb 14, 2023
O
Realty Income
―
▼ 1.70%
12
Close
Feb 14, 2023
PFE
Pfizer
―
▼ 1.00%
2
Close
Feb 14, 2023
ABR
Arbor Realty
―
▼ 0.48%
3
Close
Feb 14, 2023
STWD
Starwood Property
―
▼ 4.81%
2
Close
Feb 14, 2023
JPM
JPMorgan Chase & Co.
―
▲ 3.07%
2
Close
Feb 14, 2023
GNL
Global Net Lease
―
▼ 4.17%
2
Close
Feb 14, 2023
GOOD
Gladstone Commercial
―
▼ 9.23%
2
Close
Feb 14, 2023
SO
Southern Co
―
▼ 2.87%
2
Close
Feb 14, 2023
NWL
Newell Brands
―
▼ 9.53%
2
Close
Feb 14, 2023
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