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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
59%
173 out of 294
profitable transactions
Average Return
19.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.91%
6-Month Return▲ 12.53%
12-Month Return▲ 11.73%
YTD Return▲ 2.99%
Total Return▲ 83.95%

Best Trade

Opened at
Closed at-
Gain▲ 728.22%

Bio

Performance

14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▼ 3.04%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 6.53%
Mar 2025
▲ 1.11%
▼ 0.87%
▲ 2.81%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 8.97%
May 2025
▲ 10.82%
▲ 5.14%
▲ 1.93%
Jun 2025
▲ 7.00%
▲ 2.30%
▼ 2.23%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 1.74%
Aug 2025
▲ 11.44%
▲ 2.88%
▼ 0.91%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 1.65%▼ 1.27%▼ 3.04%
▼ 4.94%▼ 5.57%▼ 6.53%
▲ 1.11%▼ 0.87%▲ 2.81%
▲ 14.06%▲ 6.28%▲ 8.97%
▲ 10.82%▲ 5.14%▲ 1.93%
▲ 7.00%▲ 2.30%▼ 2.23%
▲ 2.23%▲ 2.05%▲ 1.74%
▲ 11.44%▲ 2.88%▼ 0.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 37.21%
6
Close
Jul 25, 2025
Microsoft
▲ 47.49%
5
Close
Jul 25, 2025
Palantir Technologies
0.39%
▲ 461.64%
9
Sell
Jul 25, 2025
Tesla
▲ 100.87%
8
Close
Jul 25, 2025
Uber Technologies
1.72%
▲ 36.76%
7
Open
Jul 25, 2025
Rio Tinto
0.28%
▲ 3.46%
7
Open
Jul 25, 2025
Alphabet Class A
11.88%
▲ 86.45%
9
Buy
Jul 25, 2025
S&P Global
6.4%
▲ 7.05%
4
Buy
Jul 25, 2025
Moody's
4.18%
▲ 25.33%
7
Sell
Jul 25, 2025
Fair Isaac
▲ 20.71%
8
Close
Jul 25, 2025
Airbnb
1.9%
▼ 17.85%
9
Buy
Jul 25, 2025
On Holding AG
0.37%
▼ 13.02%
3
Open
Jul 25, 2025
Costco
2.41%
▲ 31.01%
4
Sell
Jul 25, 2025
Adobe
3.16%
▼ 4.19%
4
Open
Jul 25, 2025
Booking Holdings
4.86%
▲ 36.45%
6
Buy
Jul 25, 2025
Chipotle
1.93%
▼ 31.91%
8
Sell
Jul 25, 2025
Canadian Pacific Kansas City
▼ 5.39%
7
Close
Jul 25, 2025
Chevron
0.35%
▲ 2.67%
3
Open
Jul 25, 2025
e.l.f. Beauty
▼ 28.91%
10
Close
Jul 25, 2025
Intuit
▲ 29.09%
7
Close
Jul 25, 2025