Forbes1 - New Portfolio

wrf967@gmail.com

Forbes1
Individual Investor
Ranked #200,025 out of 610,481 TipRanks' Investors
Success Rate
46%
20 out of 44
profitable transactions
Average Return
-0.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.37%
6-Month Return▲ 4.32%
12-Month Return-
YTD Return▲ 6.07%
Total Return▲ 1.21%

Best Trade

Opened at
Closed at-
Gain▲ 51.12%

Bio

Blue Chip

Performance

21.25%0-21.25%
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
TipRanks AverageS&P 500Investor Portfolio
▲ 12.28%▲ 9.21%▲ 7.79%
▼ 5.22%▼ 4.08%▼ 3.01%
▼ 14.21%▼ 9.24%▼ 8.99%
▼ 2.92%▲ 8.13%▲ 9.09%
▲ 6.26%▲ 5.56%▲ 7.70%
▼ 11.62%▼ 5.76%▼ 4.75%
▲ 21.25%▲ 6.29%▲ 4.96%
▲ 4.76%▲ 1.44%▲ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Snap
2.27%
▼ 4.51%
1
Open
Sep 14, 2022
Coupa Software
2.27%
▲ 14.24%
1
Open
Sep 14, 2022
Zscaler
2.27%
▼ 26.23%
1
Open
Sep 14, 2022
Enphase Energy
2.27%
▼ 29.52%
1
Open
Sep 07, 2022
Target
2.27%
▼ 11.90%
1
Open
Feb 17, 2022
HF Sinclair Corporation
2.27%
▲ 51.12%
1
Open
Feb 17, 2022
Federal Realty
2.27%
▼ 0.37%
1
Open
Feb 17, 2022
Blackrock
2.27%
▲ 2.13%
1
Open
Feb 17, 2022
Aptiv
2.27%
▼ 19.14%
1
Open
Feb 17, 2022
United Parcel
2.27%
▼ 6.03%
1
Open
Feb 17, 2022
Stryker
2.27%
▲ 13.97%
1
Open
Feb 17, 2022
UnitedHealth
2.27%
▲ 1.64%
1
Open
Feb 17, 2022
Starbucks
2.27%
▲ 14.18%
1
Open
Feb 17, 2022
Wells Fargo
2.27%
▼ 13.11%
1
Open
Feb 17, 2022
Ecolab
2.27%
▼ 12.88%
1
Open
Feb 17, 2022
Medtronic
2.27%
▼ 11.71%
1
Open
Feb 17, 2022
McDonald's
2.27%
▲ 7.66%
1
Open
Feb 17, 2022
Analog Devices
2.27%
▲ 13.57%
1
Open
Feb 17, 2022
Emerson Electric Company
2.27%
▼ 0.17%
1
Open
Feb 17, 2022
Linde
2.27%
▲ 9.91%
1
Open
Feb 17, 2022