Growth Fund - New Portfolio

B S

Growth Fund
Individual Investor
Ranked #11,644 out of 607,473 TipRanks' Investors
Success Rate
76%
60 out of 79
profitable transactions
Average Return
26.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.73%
6-Month Return▼ 1.08%
12-Month Return▼ 9.47%
YTD Return▲ 10.73%
Total Return▲ 109.96%

Best Trade

Opened at
Closed at-
Gain▲ 180.58%

Bio

I am a Portfolio Manager with 8 Years of Experience

Performance

21.51%0-21.51%
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%▼ 6.48%
▲ 12.28%▲ 9.21%▲ 11.68%
▼ 5.22%▼ 4.08%▼ 3.42%
▼ 14.21%▼ 9.24%▼ 10.59%
▼ 2.92%▲ 8.13%▲ 4.59%
▲ 6.26%▲ 5.56%▲ 7.11%
▼ 11.62%▼ 5.76%▼ 7.66%
▲ 21.51%▲ 6.08%▲ 10.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Amazon
▲ 17.40%
6
Close
Jan 01, 2023
ProShares UltraPro QQQ
2.49%
▲ 42.27%
4
Buy
Dec 02, 2022
Apple
6.71%
▲ 89.06%
5
Buy
Aug 01, 2022
Alibaba
▼ 24.53%
3
Close
Jun 26, 2022
Salesforce
▲ 26.40%
4
Close
Jun 26, 2022
Bank of America
0.95%
▲ 11.93%
3
Open
Jun 26, 2022
Best Buy Co
0%
▲ 20.82%
1
Open
Jun 26, 2022
RH
0%
▲ 21.34%
1
Open
Jun 26, 2022
Ross Stores
0%
▲ 57.47%
1
Open
Jun 26, 2022
Boeing
▼ 40.39%
3
Close
Oct 15, 2021
Dollar General
1.89%
▲ 18.53%
1
Open
Mar 31, 2021
Lowe's
2.16%
▲ 15.21%
1
Open
Mar 20, 2021
UnitedHealth
2.6%
▲ 9.69%
3
Open
Mar 20, 2021
Lockheed Martin
1.23%
▲ 33.27%
2
Buy
Dec 25, 2020
Capri Holdings
▲ 32.30%
3
Close
Dec 25, 2020
Direxion Daily CSI China Internet Index Bull 2x Shares
▲ 138.70%
2
Close
Jul 10, 2020
Starbucks
2.62%
▲ 69.85%
1
Open
Mar 30, 2020
Moody's
2.56%
▲ 47.14%
1
Open
Mar 30, 2020
LVMH Moet Hennessy Louis Vuitton SE
▲ 2.95%
2
Close
Feb 05, 2020
Meta Platforms
12.16%
▼ 5.83%
5
Buy
Jan 10, 2020