New Portfolio Sep 2022 - New Portfolio

New Portfolio Sep 2022
Individual Investor
Ranked #44,006 out of 607,473 TipRanks' Investors
Success Rate
68%
43 out of 63
profitable transactions
Average Return
6.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.66%
6-Month Return-
12-Month Return-
YTD Return▲ 5.66%
Total Return▲ 7.09%

Best Trade

Opened at
Closed at-
Gain▲ 77.85%

Bio

I have a general understanding of the stock market. I am attempting to build what I hope will generate a retirement portfolio where the dividends will cover my basic monthly bills. I expect a growth rate of at least 9% yearly and a 7% yearly dividend

Performance

21.51%0-21.51%
Jun 2022
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 10.15%▼ 8.25%
▲ 12.28%▲ 9.21%
▼ 5.22%▼ 4.08%
▼ 14.21%▼ 9.24%▼ 8.66%
▼ 2.92%▲ 8.13%▲ 8.85%
▲ 6.26%▲ 5.56%▲ 6.42%
▼ 11.62%▼ 5.76%▼ 4.21%
▲ 21.51%▲ 6.08%▲ 5.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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International Business Machines
▲ 15.94%
2
Close
Jan 16, 2023
JPMorgan Chase & Co.
▲ 16.45%
2
Close
Dec 23, 2022
Vanguard Utilities ETF
▲ 11.99%
2
Close
Dec 23, 2022
89bio
▲ 46.16%
2
Close
Dec 23, 2022
Flex
▼ 5.06%
3
Close
Dec 23, 2022
NextEra Energy
1.46%
▼ 10.21%
1
Open
Dec 23, 2022
Invesco QQQ Trust
▲ 7.54%
2
Close
Dec 14, 2022
iShares Select Dividend ETF
1.72%
▲ 1.80%
1
Open
Dec 14, 2022
ProShares Ultra Technology
2.21%
▲ 4.25%
1
Open
Dec 14, 2022
Vanguard Growth ETF
1.87%
▲ 3.50%
1
Open
Dec 14, 2022
Vanguard Russell 1000 Growth ETF
1.78%
▲ 2.11%
1
Open
Dec 14, 2022
General Mills
1.77%
▼ 10.25%
1
Open
Dec 14, 2022
Home Depot
1.61%
▼ 5.02%
1
Open
Dec 14, 2022
Constellation Energy Corporation
0.1%
▼ 4.70%
1
Open
Dec 14, 2022
Arbor Realty
2.11%
▲ 7.28%
1
Open
Dec 14, 2022
Digital Realty
1.75%
▲ 6.37%
1
Open
Dec 14, 2022
Ares Capital
1.73%
▲ 5.08%
1
Open
Dec 14, 2022
Owl Rock Capital
1.72%
▲ 11.12%
1
Open
Dec 14, 2022
Oaktree Specialty Lending
0.7%
▼ 0.49%
1
Open
Dec 14, 2022
Generac Holdings
1.36%
▼ 13.30%
2
Buy
Oct 25, 2022