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New Portfolio
- New Portfolio
Performance
Portfolio Details
New Portfolio
Individual Investor
Ranked #317,332 out of 609,062 TipRanks' Investors
Success Rate
45%
81 out of 182
profitable transactions
Average Return
-5.97%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 13.03%
6-Month Return
▼ 9.77%
12-Month Return
▼ 21.78%
YTD Return
▲ 13.03%
Total Return
▲ 0.45%
Best Trade
Asset
American Ex... (AXP)
Opened at
Nov 02, 2020
Closed at
-
Gain
▲ 92.60%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.25%
0
-21.25%
Jun 2022
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
TipRanks Average
S&P 500
Investor Portfolio
▼ 10.15%
▼ 8.25%
▼ 9.56%
▲ 12.28%
▲ 9.21%
▲ 14.65%
▼ 5.22%
▼ 4.08%
▼ 5.63%
▼ 14.21%
▼ 9.24%
▼ 11.19%
▼ 2.92%
▲ 8.13%
▲ 5.38%
▲ 6.26%
▲ 5.56%
▲ 1.99%
▼ 11.62%
▼ 5.76%
▼ 12.10%
▲ 21.25%
▲ 6.29%
▲ 13.03%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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TSLA
Tesla
9.68%
▼ 24.90%
13
Buy
Jan 01, 2023
SPLG
SPDR Portfolio S&P 500 ETF
3.4%
▼ 3.65%
19
Sell
Jan 01, 2023
AAPL
Apple
33.06%
▲ 2.56%
16
Buy
Nov 06, 2022
GOOGL
Alphabet Class A
2.38%
▼ 1.55%
5
Sell
Nov 06, 2022
MSFT
Microsoft
―
▼ 2.69%
6
Close
Nov 06, 2022
VOO
Vanguard S&P 500 ETF
3.6%
▲ 2.18%
6
Buy
Nov 06, 2022
DIA
SPDR Dow Jones Industrial Average ETF Trust
0.99%
▲ 4.31%
1
Open
Nov 06, 2022
COST
Costco
2.09%
▲ 21.51%
7
Buy
Oct 29, 2022
SBUX
Starbucks
2.63%
▲ 14.19%
5
Sell
Oct 29, 2022
NKE
Nike
―
▼ 33.52%
10
Close
Oct 16, 2022
NVDA
Nvidia
―
▼ 40.93%
10
Close
Oct 16, 2022
BRK.B
Berkshire Hathaway B
29.94%
▲ 9.16%
9
Buy
Oct 16, 2022
DIS
Walt Disney
―
▼ 41.79%
5
Close
Oct 16, 2022
QQQM
Invesco NASDAQ 100 ETF
―
▼ 32.77%
3
Close
Oct 09, 2022
OLPX
Olaplex Holdings
―
▼ 26.94%
5
Close
Oct 09, 2022
MSCI
MSCI
―
▼ 18.53%
3
Close
Apr 23, 2022
META
Meta Platforms
―
▼ 28.03%
6
Close
Feb 26, 2022
SHOP
Shopify
―
▼ 42.90%
4
Close
Feb 20, 2022
MCD
McDonald's
―
▲ 22.59%
3
Close
Feb 05, 2022
AMZN
Amazon
―
▲ 7.50%
2
Close
Jan 09, 2022
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