New Portfolio - New Portfolio

Greg Bowie

New Portfolio
Individual Investor
Ranked #468,679 out of 610,481 TipRanks' Investors
Success Rate
33%
16 out of 49
profitable transactions
Average Return
-24.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 28.69%
6-Month Return▼ 10.67%
12-Month Return▼ 15.64%
YTD Return▲ 31.17%
Total Return▼ 57.74%

Best Trade

Opened at
Closed at
Gain▲ 115.46%

Bio

Personal

Performance

27.38%0-27.38%
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
TipRanks AverageS&P 500Investor Portfolio
▲ 12.28%▲ 9.21%▲ 20.31%
▼ 5.22%▼ 4.08%▼ 4.71%
▼ 14.21%▼ 9.24%▼ 4.28%
▼ 2.92%▲ 8.13%▲ 1.42%
▲ 6.26%▲ 5.56%▼ 4.11%
▼ 11.62%▼ 5.76%▼ 15.18%
▲ 21.25%▲ 6.29%▲ 27.38%
▲ 4.76%▲ 1.44%▲ 2.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Crispr Therapeutics AG
▼ 74.00%
3
Close
Jan 24, 2023
Zeta Global Holdings Corp
▲ 42.54%
2
Close
Jan 24, 2023
Dole
▲ 16.86%
2
Close
Jan 24, 2023
Melco Resorts & Entertainment
▲ 115.46%
2
Close
Jan 24, 2023
IHOVX
The Hartford International Opportunities Fund Class R6
0%
▼ 0.79%
1
Open
Jan 24, 2023
ODVIX
Invesco Developing Markets Fund Class R6
0%
▼ 0.03%
1
Open
Jan 24, 2023
FATIX
Fidelity Advisor Technology Fund: Class I
0%
▲ 7.51%
1
Open
Jan 24, 2023
MRBKX
MFS Total Return Bond Fund Class R6
0%
▲ 0.21%
1
Open
Jan 24, 2023
PNOYX
Putnam Sustainable Leaders Fund Class Y
0%
▲ 2.79%
1
Open
Jan 24, 2023
TBCIX
T. Rowe Price Blue Chip Growth Fund Inc I
0%
▲ 5.05%
1
Open
Jan 24, 2023
ARK Fintech Innovation ETF
▼ 69.56%
2
Close
Nov 23, 2022
Forma Therapeutics Holdings
▲ 73.40%
2
Close
Oct 13, 2022
Salesforce
▼ 17.71%
2
Close
Oct 08, 2022
Alphabet Class C
▼ 14.22%
2
Close
Oct 08, 2022
Apple
▼ 16.20%
2
Close
Oct 08, 2022
BGEGX
Baillie Gifford Emerging Market Fund- Institutional Class
0%
▲ 15.76%
1
Open
Oct 08, 2022
Amazon
14.27%
▼ 29.87%
3
Buy
Aug 26, 2022
Tesla
23.61%
▼ 18.38%
2
Buy
Aug 26, 2022
DODGX
Dodge & Cox Stock Fund
40.8%
▲ 2.45%
2
Buy
Aug 26, 2022
EGFIX
Edgewood Growth Fund Insti
11.79%
▼ 7.75%
2
Buy
Aug 26, 2022