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New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #476,707 out of 821,449 TipRanks' Investors
Success Rate
47%
171 out of 366
profitable transactions
Average Return
7.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.28%
6-Month Return▲ 39.23%
12-Month Return▲ 19.40%
YTD Return▲ 16.83%
Total Return▲ 74.28%

Best Trade

Opened at
Closed at
Gain▲ 167.74%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.96%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.75%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.74%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.00%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.36%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.25%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 2.54%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.96%
▲ 0.80%▼ 0.87%▲ 1.38%
▲ 11.63%▲ 6.28%▲ 8.75%
▲ 9.25%▲ 5.14%▲ 6.74%
▲ 7.60%▲ 2.30%▼ 2.00%
▲ 2.76%▲ 2.05%▲ 1.36%
▲ 12.88%▲ 3.56%▲ 6.25%
▲ 1.27%▲ 0.45%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total Stock Market ETF
6.33%
▲ 25.45%
5
Buy
Sep 22, 2025
KKR & Co
4.39%
▲ 24.68%
4
Buy
Sep 22, 2025
Silicon Motion
5.28%
▲ 11.73%
12
Buy
Sep 22, 2025
Insulet
▲ 7.47%
4
Close
Sep 22, 2025
MPLX
▼ 1.09%
2
Close
Sep 22, 2025
SPDR S&P 500 ETF Trust
5.6%
▲ 3.49%
3
Buy
Sep 22, 2025
Hess Midstream Partners
▼ 16.61%
2
Close
Sep 22, 2025
Carlyle Group
1.06%
▼ 6.36%
1
Open
Sep 22, 2025
Tenaya Therapeutics
1.59%
▲ 14.89%
1
Open
Sep 22, 2025
GXO Logistics
▲ 1.68%
2
Close
Sep 04, 2025
Archer Aviation
▼ 19.17%
5
Close
Aug 18, 2025
FTAI Aviation
6.21%
▲ 17.66%
2
Buy
Aug 18, 2025
Blackstone Secured Lending Fund
▲ 23.75%
3
Close
Aug 13, 2025
McKesson
▲ 37.42%
7
Close
Aug 13, 2025
89bio
▼ 7.41%
6
Close
Aug 13, 2025
Micron
8.19%
▲ 88.56%
4
Buy
Aug 13, 2025
Strategy
▲ 32.34%
5
Close
Aug 13, 2025
Vertiv Holdings
10.93%
▲ 38.55%
3
Buy
Aug 13, 2025
Ducommun
1.22%
▲ 2.64%
1
Open
Aug 13, 2025
Resmed
3.61%
▼ 3.16%
1
Open
Aug 13, 2025