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New Portfolio Mar 2023 - New Portfolio

New Portfolio Mar 2023
Individual Investor
Ranked #124,026 out of 822,842 TipRanks' Investors
Success Rate
78%
28 out of 36
profitable transactions
Average Return
30.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.13%
6-Month Return▲ 12.80%
12-Month Return▲ 7.03%
YTD Return▲ 10.35%
Total Return▲ 30.99%

Best Trade

Opened at
Closed at-
Gain▲ 133.91%

Bio

test portfolio, comments are welcome!

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.55%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.35%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.39%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.27%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.38%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 2.91%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 1.55%
▲ 0.80%▼ 0.87%▼ 3.35%
▲ 11.63%▲ 6.28%▲ 4.39%
▲ 9.25%▲ 5.14%▲ 3.32%
▲ 7.60%▲ 2.30%▲ 1.27%
▲ 2.76%▲ 2.05%▲ 2.76%
▲ 12.88%▲ 3.56%▲ 0.38%
▲ 0.54%▼ 1.98%▼ 2.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WK Kellogg Co
▲ 85.83%
2
Close
Sep 25, 2025
Repsol
0%
▲ 44.86%
1
Open
Apr 17, 2025
Apple
0%
▲ 24.82%
1
Open
Apr 17, 2025
Ingredion
0%
▲ 25.72%
1
Open
Apr 10, 2023
Kraft Heinz
1.75%
▼ 26.77%
1
Open
Apr 02, 2023
Kellanova
3.35%
▲ 44.11%
1
Open
Mar 30, 2023
Air Products and Chemicals
2.5%
▼ 1.40%
1
Open
Mar 16, 2023
Hormel Foods
1.62%
▼ 33.93%
1
Open
Mar 16, 2023
Fuchs Petrolub
3.12%
▲ 11.20%
1
Open
Mar 08, 2023
Whirlpool
1.39%
▼ 39.00%
1
Open
Mar 04, 2023
International Business Machines
5.75%
▲ 133.91%
1
Open
Mar 04, 2023
Munich Reinsurance
5.36%
▲ 91.47%
1
Open
Mar 03, 2023
Altria Group
3.84%
▲ 78.34%
1
Open
Mar 03, 2023
Johnson & Johnson
3.33%
▲ 35.21%
1
Open
Mar 02, 2023
Coca-Cola
3.03%
▲ 22.00%
1
Open
Mar 02, 2023
Procter & Gamble
2.9%
▲ 13.87%
1
Open
Mar 02, 2023
Medtronic
3.08%
▲ 27.03%
1
Open
Mar 02, 2023
Atmos Energy
4.18%
▲ 68.52%
1
Open
Mar 02, 2023
Franklin Resources
2.04%
▼ 9.74%
1
Open
Mar 02, 2023
Essex Property
3.03%
▲ 25.47%
1
Open
Mar 02, 2023