New Portfolio - New Portfolio

Ten X

New Portfolio
Individual Investor
Ranked #38,689 out of 606,649 TipRanks' Investors
Success Rate
63%
100 out of 160
profitable transactions
Average Return
9.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.49%
6-Month Return▲ 2.90%
12-Month Return▼ 4.17%
YTD Return▲ 6.97%
Total Return▲ 74.00%

Best Trade

Opened at
Closed at-
Gain▲ 204.85%

Bio

I am a seasoned banker and believe in active portfolio management to obtain the best gains.

Performance

16.60%0-16.60%
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%▼ 10.24%
▲ 12.28%▲ 9.21%▲ 11.38%
▼ 5.22%▼ 4.08%▼ 0.64%
▼ 14.21%▼ 9.24%▼ 10.00%
▼ 2.92%▲ 8.13%▲ 11.36%
▲ 6.29%▲ 5.56%▲ 2.93%
▼ 11.62%▼ 5.76%▼ 8.68%
▲ 16.60%▲ 4.69%▲ 6.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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W. P. Carey Inc.
▲ 19.29%
2
Close
Jan 25, 2023
HISIX
Homestead Fds, Inc. International Value Fund
5.14%
0.00%
1
Open
Jan 25, 2023
Nvidia
▼ 28.43%
2
Close
Jan 24, 2023
Broadcom
0.22%
▲ 0.11%
1
Open
Jan 24, 2023
General Motors
▼ 36.12%
2
Close
Jan 20, 2023
GasLog Partners
0.26%
▲ 17.65%
1
Open
Jan 20, 2023
Albemarle
0.26%
▲ 13.33%
1
Open
Jan 19, 2023
Salesforce
▲ 10.62%
4
Close
Jan 13, 2023
Intapp
▼ 1.49%
2
Close
Jan 11, 2023
PNC Financial
2.67%
▲ 18.59%
10
Buy
Jan 11, 2023
Iron Mountain
0.23%
▲ 1.96%
1
Open
Jan 11, 2023
ServiceNow
▼ 44.16%
2
Close
Jan 10, 2023
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares
0.51%
▲ 11.93%
16
Buy
Jan 04, 2023
Bank of America
45.42%
▲ 14.50%
9
Buy
Jan 02, 2023
TRLGX
T. Rowe Price Large-Cap Growth Fund Class I
▲ 9.11%
3
Buy
Jan 02, 2023
Sprout Social
▼ 4.69%
4
Close
Dec 30, 2022
DODGX
Dodge & Cox Stock Fund
19.49%
▲ 0.24%
3
Buy
Dec 29, 2022
Direxion Daily S&P Biotech Bull 3X Shares
0.16%
▲ 21.51%
1
Open
Dec 29, 2022
Genco Shipping
0.13%
▲ 10.29%
1
Open
Dec 27, 2022
Cisco Systems
▼ 11.36%
2
Close
Dec 08, 2022