My Portfolio - New Portfolio

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My Portfolio
Individual Investor
Ranked #34,599 out of 607,473 TipRanks' Investors
Success Rate
93%
14 out of 15
profitable transactions
Average Return
19.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnβ–² 13.41%
6-Month Return-
12-Month Return-
YTD Returnβ–² 13.41%
Total Returnβ–² 24.63%

Best Trade

Opened at
Closed at-
Gainβ–² 48.00%

Bio

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
β–Ό 10.15%β–Ό 8.25%―
β–² 12.28%β–² 9.21%―
β–Ό 5.22%β–Ό 4.08%―
β–Ό 14.21%β–Ό 9.24%―
β–Ό 2.92%β–² 8.13%β–² 3.51%
β–² 6.26%β–² 5.56%β–² 13.55%
β–Ό 11.62%β–Ό 5.76%β–Ό 6.50%
β–² 21.51%β–² 6.08%β–² 13.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Salesforce
―
β–² 8.83%
2
Close
Oct 21, 2022
Walt Disney
―
β–² 4.84%
2
Close
Oct 21, 2022
Ford Motor
3.1%
β–² 13.35%
2
Sell
Oct 18, 2022
Wells Fargo
―
β–² 1.62%
3
Close
Oct 18, 2022
Mercadolibre
―
0.00%
2
Close
Oct 17, 2022
Apple
16.09%
β–² 2.64%
1
Open
Oct 15, 2022
Berkshire Hathaway B
7.81%
β–² 11.61%
1
Open
Oct 15, 2022
Microsoft
14.3%
β–² 4.77%
1
Open
Oct 15, 2022
Vale SA
10.13%
β–² 40.93%
1
Open
Oct 15, 2022
Adobe
4.96%
β–² 26.31%
1
Open
Oct 15, 2022
Caterpillar
4.36%
β–² 48.00%
1
Open
Oct 15, 2022
Cleveland-Cliffs
10.51%
β–² 45.20%
1
Open
Oct 15, 2022
Alphabet Class A
13.28%
β–Ό 0.60%
1
Open
Oct 15, 2022
Target
3.11%
β–² 13.61%
1
Open
Oct 15, 2022
Taiwan Semi
6.31%
β–² 44.43%
1
Open
Oct 15, 2022
United Micro
6.04%
β–² 32.21%
1
Open
Oct 15, 2022