New Portfolio - New Portfolio

My Portfolio

New Portfolio
Individual Investor
Ranked #305,543 out of 607,473 TipRanks' Investors
Success Rate
48%
25 out of 52
profitable transactions
Average Return
-4.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.98%
6-Month Return▼ 2.24%
12-Month Return▼ 2.33%
YTD Return▲ 8.98%
Total Return▼ 9.10%

Best Trade

Opened at
Closed at
Gain▲ 27.08%

Bio

retirement income portfolio

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%▼ 7.73%
▲ 12.28%▲ 9.21%▲ 9.92%
▼ 5.22%▼ 4.08%▼ 2.98%
▼ 14.21%▼ 9.24%▼ 15.63%
▼ 2.92%▲ 8.13%▲ 9.45%
▲ 6.26%▲ 5.56%▲ 5.80%
▼ 11.62%▼ 5.76%▼ 5.37%
▲ 21.51%▲ 6.08%▲ 8.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Buy
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Close
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4
Close
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4
Close
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3
Close
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3
Close
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4
Close
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2
Close
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▼ 30.64%
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Close
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▼ 7.34%
3
Close
Jan 26, 2023
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▼ 26.18%
3
Close
Jan 26, 2023
Enterprise Products Partners
▲ 10.01%
4
Close
Jan 26, 2023
Horizon Technology
▼ 24.13%
4
Close
Jan 26, 2023
Holly Energy Partners
▲ 19.37%
2
Close
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Ellington Financial
▼ 13.05%
3
Close
Jan 26, 2023
Ready Capital
▲ 2.42%
3
Close
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