New Portfolio Jan 2023 - New Portfolio

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New Portfolio Jan 2023
Individual Investor
Ranked #56,052 out of 748,626 TipRanks' Investors
Success Rate
72%
325 out of 450
profitable transactions
Average Return
4.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.70%
6-Month Return▲ 27.06%
12-Month Return▲ 34.36%
YTD Return▲ 19.12%
Total Return▲ 61.50%

Best Trade

Opened at
Closed at-
Gain▲ 257.12%

Bio

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
▲ 4.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.29%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 13.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.89%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.81%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.30%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 0.76%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.76%
▼ 1.87%▲ 1.59%▼ 2.29%
▲ 14.08%▲ 5.22%▲ 13.61%
▲ 5.05%▲ 3.27%▲ 4.89%
▼ 12.40%▼ 4.03%▼ 5.46%
▲ 11.46%▲ 5.06%▲ 8.81%
▼ 2.25%▲ 3.53%▼ 1.30%
▲ 17.35%▼ 0.55%▲ 0.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sprouts Farmers
▲ 95.50%
5
Close
Jun 10, 2024
Vanguard Information Technology ETF
▲ 19.80%
2
Close
Jun 10, 2024
Trane Technologies
2.9%
▼ 4.39%
1
Open
May 26, 2024
Dell Technologies
1.36%
▼ 30.19%
1
Open
May 26, 2024
Eaton
4.37%
▼ 14.08%
1
Open
May 26, 2024
NextEra Energy
1.95%
▼ 3.52%
1
Open
May 26, 2024
PDD Holdings
3.44%
▼ 17.66%
1
Open
May 26, 2024
Marathon Petroleum
▲ 18.52%
5
Close
May 10, 2024
General Dynamics
▲ 31.14%
3
Close
May 10, 2024
Spotify Technology SA
4.27%
▲ 11.66%
1
Open
May 10, 2024
Frontline
▲ 80.46%
3
Close
May 10, 2024
Regeneron
▲ 18.85%
2
Close
May 10, 2024
HCA Healthcare
▲ 15.11%
2
Close
May 10, 2024
Invesco NASDAQ 100 ETF
▲ 13.63%
2
Close
May 10, 2024
Camtek
▲ 51.83%
2
Close
May 10, 2024
Digi International
▲ 8.30%
2
Close
May 10, 2024
Constellation Energy Corporation
2.4%
▼ 20.58%
1
Open
May 10, 2024
Ethereum
▲ 8.93%
6
Close
May 07, 2024
Bitcoin
▲ 30.33%
9
Close
Apr 26, 2024
Huntington Ingalls
▲ 41.13%
3
Close
Apr 25, 2024