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New Portfolio Jan 2023 - New Portfolio

Craig R

New Portfolio Jan 2023
Individual Investor
Ranked #23,131 out of 826,386 TipRanks' Investors
Success Rate
82%
320 out of 391
profitable transactions
Average Return
35.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.04%
6-Month Return▲ 60.95%
12-Month Return▲ 61.24%
YTD Return▲ 47.40%
Total Return▲ 219.35%

Best Trade

Opened at
Closed at-
Gain▲ 719.70%

Bio

You tell me what you think.

Performance

16.75%0-16.75%
▲ 0.80%
▼ 0.87%
▲ 0.29%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.96%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.42%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 16.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 16.64%
Oct 2025
▲ 0.86%
▲ 0.19%
▼ 2.60%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.29%
▲ 11.63%▲ 6.28%▲ 5.96%
▲ 9.25%▲ 5.14%▲ 0.42%
▲ 7.60%▲ 2.30%▲ 16.75%
▲ 2.76%▲ 2.05%▲ 6.62%
▲ 12.88%▲ 3.56%▲ 5.48%
▲ 10.96%▲ 2.38%▲ 16.64%
▲ 0.86%▲ 0.19%▼ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Calamos Convertible Opportunities And Income Fund
0%
0.00%
1
Open
Nov 02, 2025
Schwab US Dividend Equity ETF
0%
▲ 9.43%
5
Open
Aug 01, 2025
SoFi
0%
▲ 44.28%
1
Open
Aug 01, 2025
Lantronix
0.05%
▲ 37.33%
7
Buy
Aug 01, 2025
Schwab U.S. Large-Cap Growth ETF
0%
▲ 13.58%
1
Open
Aug 01, 2025
Tesla
14.41%
▲ 162.54%
8
Buy
Mar 23, 2025
Deere
4.74%
▼ 2.77%
1
Open
Mar 23, 2025
Meta Platforms
6.54%
▲ 3.20%
1
Open
Mar 23, 2025
Roundhill Ball Metaverse ETF
▲ 35.55%
2
Close
Mar 08, 2025
UWM Holding
0%
▲ 3.28%
1
Open
Mar 08, 2025
Amazon
0.01%
▲ 48.38%
18
Sell
Feb 04, 2025
AFC Gamma
3.01%
▼ 7.76%
12
Buy
Feb 04, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
5.42%
▲ 32.48%
18
Buy
Feb 04, 2025
Alphabet Class A
0.01%
▲ 67.58%
11
Sell
Feb 04, 2025
Applied Digital Corporation
16.85%
▲ 460.07%
4
Buy
Feb 04, 2025
Nvidia
16.97%
▲ 55.87%
4
Buy
Feb 04, 2025
Uber Technologies
5.11%
▲ 54.24%
2
Buy
Feb 04, 2025
MongoDB
0%
▲ 41.60%
1
Open
Jan 22, 2025
iShares Russell 2000 ETF
0%
▲ 5.83%
1
Open
Dec 14, 2024
Golar LNG
2.07%
▲ 34.71%
14
Sell
Nov 26, 2024