tiprankstipranks

Personal taxable account - New Portfolio

Adrian Szobi

Personal taxable account
Individual Investor
Ranked #108,289 out of 729,985 TipRanks' Investors
Success Rate
59%
700 out of 1181
profitable transactions
Average Return
8.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.66%
6-Month Return▲ 26.95%
12-Month Return▲ 28.67%
YTD Return▲ 3.51%
Total Return▲ 130.92%

Best Trade

Opened at
Closed at-
Gain▲ 282.37%

Bio

My personal investment porfolio

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 5.92%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.63%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.44%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 4.71%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.92%
▼ 6.45%▼ 2.17%▼ 3.63%
▲ 9.22%▲ 9.13%▲ 11.13%
▲ 5.14%▲ 4.57%▲ 8.83%
▼ 1.87%▲ 1.59%▲ 2.61%
▲ 14.08%▲ 5.22%▲ 3.34%
▲ 5.05%▲ 3.27%▲ 2.44%
▼ 14.09%▼ 3.33%▼ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Seagen
▲ 21.75%
21
Close
Dec 12, 2023
Civitas Resources
▲ 72.78%
8
Close
Feb 28, 2023
Arbor Realty
▲ 1.50%
11
Close
Feb 28, 2023
Churchill Downs
▲ 19.94%
7
Close
Feb 28, 2023
Bristol-Myers Squibb
3.96%
▼ 13.62%
13
Buy
Feb 28, 2023
Cenovus Energy
▲ 85.59%
8
Close
Feb 28, 2023
IAC/InteractiveCorp.
▲ 2.33%
16
Close
Feb 28, 2023
FMC
▲ 2.54%
2
Close
Feb 28, 2023
Centene
6.18%
▲ 1.92%
2
Buy
Feb 28, 2023
Agco
▲ 4.57%
2
Close
Feb 28, 2023
Altria Group
▼ 0.11%
2
Close
Feb 28, 2023
Kroger Company
6.83%
▲ 32.11%
1
Open
Feb 28, 2023
Hannover Rueck SE
▲ 11.65%
3
Close
Dec 30, 2022
Darling Ingredients
1.22%
▼ 31.08%
1
Open
Dec 30, 2022
ASML Holding
▲ 3.56%
7
Close
Dec 29, 2022
Charter Communications
▼ 50.01%
9
Close
Dec 29, 2022
Nexstar Media Group
1.33%
▲ 26.79%
15
Buy
Dec 29, 2022
Euronext NV
2.57%
▲ 13.07%
4
Buy
Dec 29, 2022
Fidelity National Financial
2.05%
▲ 25.85%
7
Buy
Dec 29, 2022
Dynatrace
▼ 16.58%
4
Close
Dec 29, 2022