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New Portfolio Jan 2023 - New Portfolio

Craig R

New Portfolio Jan 2023
Individual Investor
Ranked #104,884 out of 799,559 TipRanks' Investors
Success Rate
66%
254 out of 387
profitable transactions
Average Return
11.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.58%
6-Month Return▲ 5.06%
12-Month Return▲ 9.08%
YTD Return▲ 0.66%
Total Return▲ 118.09%

Best Trade

Opened at
Closed at-
Gain▲ 445.93%

Bio

You tell me what you think.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 10.15%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.75%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.00%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 1.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.14%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.52%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 0.37%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 8.32%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 10.15%
▲ 25.97%▲ 5.96%▲ 10.75%
▲ 5.41%▼ 2.41%▼ 2.00%
▲ 6.02%▲ 2.69%▲ 1.25%
▼ 12.86%▼ 1.27%▼ 7.14%
▼ 1.80%▼ 5.57%▼ 1.52%
▲ 1.73%▼ 0.87%▲ 0.37%
▲ 14.05%▲ 6.48%▲ 8.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
15.46%
▲ 92.17%
8
Buy
Mar 23, 2025
Deere
7.76%
▲ 7.95%
1
Open
Mar 23, 2025
Meta Platforms
9.68%
▲ 4.04%
1
Open
Mar 23, 2025
Roundhill Ball Metaverse ETF
▲ 35.55%
2
Close
Mar 08, 2025
UWM Holding
0%
▼ 29.83%
1
Open
Mar 08, 2025
Amazon
0.01%
▲ 19.85%
18
Sell
Feb 04, 2025
AFC Gamma
7.12%
▼ 1.81%
12
Buy
Feb 04, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
7.1%
▲ 10.79%
18
Buy
Feb 04, 2025
Alphabet Class A
0.01%
▼ 3.36%
11
Sell
Feb 04, 2025
Applied Digital Corporation
4.2%
▼ 4.75%
4
Buy
Feb 04, 2025
Nvidia
16.22%
▲ 1.57%
4
Buy
Feb 04, 2025
Uber Technologies
6.78%
▲ 39.45%
2
Buy
Feb 04, 2025
MongoDB
0%
▼ 26.91%
1
Open
Jan 22, 2025
iShares Russell 2000 ETF
0%
▼ 10.76%
1
Open
Dec 14, 2024
Golar LNG
2.87%
▲ 26.04%
14
Sell
Nov 26, 2024
MGM Resorts
6.72%
▼ 12.62%
8
Buy
Nov 26, 2024
COMPASS Pathways
5.35%
▼ 36.39%
9
Buy
Nov 26, 2024
Procter & Gamble
0%
▼ 8.30%
1
Open
Nov 26, 2024
Energy Transfer
0.01%
▲ 33.26%
15
Sell
Nov 21, 2024
Rogers Communication
3.81%
▼ 31.02%
6
Buy
Nov 21, 2024