New Portfolio - New Portfolio

Conzilio

New Portfolio
Individual Investor
Ranked #46,153 out of 607,434 TipRanks' Investors
Success Rate
57%
120 out of 212
profitable transactions
Average Return
16.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.60%
6-Month Return▼ 2.88%
12-Month Return▼ 9.30%
YTD Return▲ 9.67%
Total Return▲ 84.88%

Best Trade

Opened at
Closed at
Gain▲ 296.51%

Bio

This is a a representation of my stock holdings. I have a fair amount of equity in my home am debt free and live cheap. I have another additional realestate holdings that are paid for.

Performance

19.03%0-19.03%
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%▼ 6.79%
▲ 12.28%▲ 9.21%▲ 13.46%
▼ 5.22%▼ 4.08%▼ 5.34%
▼ 14.21%▼ 9.24%▼ 10.69%
▼ 2.92%▲ 8.13%▲ 6.28%
▲ 6.26%▲ 5.56%▲ 4.47%
▼ 11.62%▼ 5.76%▼ 7.62%
▲ 19.03%▲ 5.84%▲ 9.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JB Hunt
82.17%
▲ 21.03%
19
Buy
Nov 11, 2022
VBTIX
Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share
3.9%
▼ 10.85%
7
Sell
Nov 10, 2022
Alphabet Class A
1.47%
▲ 44.51%
6
Sell
Oct 03, 2022
Apple
1.41%
▲ 10.02%
14
Sell
Oct 03, 2022
PRRIX
PIMCO Funds Real Return Fund Institutional Class
0.32%
▼ 4.99%
3
Buy
Jun 27, 2022
RERGX
EuroPacific Growth Fund Cl R-6
0.87%
▲ 2.05%
3
Buy
Jun 27, 2022
PIMIX
PIMCO Income Fund Insti Class
0.34%
▼ 0.64%
3
Buy
Jun 27, 2022
PTRQX
PGIM Total Return Bond Fund Class R6
0.46%
▼ 8.49%
3
Buy
Jun 27, 2022
ODVYX
Invesco Developing Markets Fund Class Y
0.76%
▼ 6.56%
4
Buy
Jun 27, 2022
PGRTX
Principal Fds, Inc. SmallCap Growth Fd I, Insti Cl
0.96%
▼ 3.60%
5
Buy
Jun 27, 2022
MGLRX
MFS Global Real Estate Fund Class R6
1.05%
▼ 1.07%
4
Buy
Jun 27, 2022
VMCIX
Vanguard Index Trust Mid-Cap Index Fund Institutional Shares
1.05%
▲ 19.33%
3
Buy
Jun 27, 2022
VSCIX
Vanguard Index Trust Small-Cap Index Fund Instl Shares
0.99%
▲ 22.92%
3
Buy
Jun 27, 2022
VTSNX
Vanguard Total International Stock Index Fund Institutional Shares
0.86%
▲ 10.89%
3
Buy
Jun 27, 2022
MFEKX
MFS Growth Fund Class R6
1.2%
▼ 1.23%
5
Buy
Jun 27, 2022
AVFIX
American Beacon Small Cap Value Fd Inst Cl
0.17%
▼ 13.35%
2
Buy
Jun 27, 2022
GICIX
Goldman Sachs Intl Small Cap Insights Fd Inst
0.96%
▲ 6.21%
3
Buy
Jun 27, 2022
VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares
1.07%
▲ 5.59%
3
Buy
Jun 27, 2022
Lululemon Athletica
▲ 36.17%
2
Close
Jun 16, 2022
JD
▲ 15.19%
5
Close
Jun 16, 2022