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New Portfolio Feb 2023 - New Portfolio

TR+Monthly

New Portfolio Feb 2023
Individual Investor
Ranked #201,513 out of 824,099 TipRanks' Investors
Success Rate
68%
25 out of 37
profitable transactions
Average Return
27.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.73%
6-Month Return▲ 44.31%
12-Month Return▲ 60.00%
YTD Return▲ 30.04%
Total Return▲ 79.51%

Best Trade

Opened at
Closed at-
Gain▲ 144.39%

Bio

TR+

Performance

13.85%0-13.85%
▼ 6.38%
▼ 5.57%
▼ 7.50%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 5.97%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.75%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.64%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 13.85%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 0.37%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.50%
▲ 0.80%▼ 0.87%▼ 5.97%
▲ 11.63%▲ 6.28%▲ 9.75%
▲ 9.25%▲ 5.14%▲ 7.73%
▲ 7.60%▲ 2.30%▼ 1.23%
▲ 2.76%▲ 2.05%▲ 3.64%
▲ 12.88%▲ 3.56%▲ 13.85%
▲ 4.03%▼ 0.27%▲ 0.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Large-Cap ETF
0%
▲ 15.05%
1
Open
May 22, 2025
Macy's
0%
▲ 57.45%
1
Open
May 21, 2025
Agilent
0%
▲ 30.85%
1
Open
May 21, 2025
SentinelOne
0%
▼ 14.02%
1
Open
May 21, 2025
Loews
0%
▲ 12.81%
1
Open
May 21, 2025
Yellow Pages
0%
▲ 3.01%
1
Open
May 21, 2025
Coca-Cola
8.92%
▼ 3.12%
1
Open
May 20, 2025
International Business Machines
▲ 6.52%
3
Close
Nov 06, 2024
DWS Alternative Asset Allocation Fund Class A
16.57%
▲ 20.75%
1
Open
Oct 16, 2023
Global X Physical Precious Metals Basket
0%
▲ 113.26%
1
Open
Oct 09, 2023
BlackBerry
0.59%
▲ 4.43%
2
Buy
Jun 13, 2023
BlackBerry
0.58%
▲ 15.17%
2
Buy
Jun 13, 2023
BlackBerry
0.59%
▼ 1.92%
2
Buy
Jun 13, 2023
International Business Machines
36.66%
▲ 132.72%
2
Buy
Jun 13, 2023
International Business Machines
36.1%
▲ 107.21%
2
Buy
Jun 13, 2023
Lyxor $ Floating Rate Note UCITS ETF
▼ 1.36%
2
Close
Jun 07, 2023
iShares S&P 500 ETF CDI
0%
▲ 79.36%
1
Open
Feb 22, 2023
Genpact
0%
▼ 14.58%
1
Open
Feb 22, 2023
Blink Charging Co
0%
▼ 81.87%
1
Open
Feb 21, 2023
Ford Motor
0%
▲ 15.39%
1
Open
Feb 21, 2023