New Portfolio - New Portfolio

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

Opened at
Closed at-
Gain▲ 92.60%

Bio

Performance

21.25%0-21.25%
Jun 2022
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
TipRanks AverageS&P 500Investor 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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Tesla
9.68%
▼ 24.90%
13
Buy
Jan 01, 2023
SPDR Portfolio S&P 500 ETF
3.4%
▼ 3.65%
19
Sell
Jan 01, 2023
Apple
33.06%
▲ 2.56%
16
Buy
Nov 06, 2022
Alphabet Class A
2.38%
▼ 1.55%
5
Sell
Nov 06, 2022
Microsoft
▼ 2.69%
6
Close
Nov 06, 2022
Vanguard S&P 500 ETF
3.6%
▲ 2.18%
6
Buy
Nov 06, 2022
SPDR Dow Jones Industrial Average ETF Trust
0.99%
▲ 4.31%
1
Open
Nov 06, 2022
Costco
2.09%
▲ 21.51%
7
Buy
Oct 29, 2022
Starbucks
2.63%
▲ 14.19%
5
Sell
Oct 29, 2022
Nike
▼ 33.52%
10
Close
Oct 16, 2022
Nvidia
▼ 40.93%
10
Close
Oct 16, 2022
Berkshire Hathaway B
29.94%
▲ 9.16%
9
Buy
Oct 16, 2022
Walt Disney
▼ 41.79%
5
Close
Oct 16, 2022
Invesco NASDAQ 100 ETF
▼ 32.77%
3
Close
Oct 09, 2022
Olaplex Holdings
▼ 26.94%
5
Close
Oct 09, 2022
MSCI
▼ 18.53%
3
Close
Apr 23, 2022
Meta Platforms
▼ 28.03%
6
Close
Feb 26, 2022
Shopify
▼ 42.90%
4
Close
Feb 20, 2022
McDonald's
▲ 22.59%
3
Close
Feb 05, 2022
Amazon
▲ 7.50%
2
Close
Jan 09, 2022