SeluTes DM - New Portfolio

Jose Luis M. Crespo

SeluTes DM
Individual Investor
Ranked #60,392 out of 755,539 TipRanks' Investors
Success Rate
66%
55 out of 83
profitable transactions
Average Return
16.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.10%
6-Month Return▲ 18.87%
12-Month Return▲ 35.94%
YTD Return▲ 24.78%
Total Return▲ 34.25%

Best Trade

Opened at
Closed at-
Gain▲ 437.32%

Bio

A long-term investment portfolio of which majority of stocks are dividend producing and geared to add yearly passive income to our retirement.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.79%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.48%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.86%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 5.28%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.28%
▲ 5.05%▲ 3.27%▲ 4.22%
▼ 12.40%▼ 4.03%▲ 2.70%
▲ 11.46%▲ 5.06%▲ 9.79%
▼ 2.25%▲ 3.53%▲ 0.48%
▲ 25.76%▲ 1.21%▲ 4.57%
▼ 4.21%▲ 2.34%▲ 2.86%
▼ 12.37%▼ 4.14%▼ 5.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
5.28%
▲ 5.29%
3
Open
Nov 03, 2023
Crestwood Equity
▲ 14.76%
3
Close
Nov 03, 2023
ZIMI Ltd
▲ 9.68%
2
Close
Jun 07, 2023
Telos
▲ 42.27%
2
Close
Jun 06, 2023
Truist Financial
▲ 8.72%
2
Close
Jun 06, 2023
ZimVie Inc
▼ 3.45%
2
Close
Jun 06, 2023
Warner Bros
▼ 35.22%
2
Close
May 24, 2023
Walgreens Boots Alliance
▼ 25.34%
2
Close
May 24, 2023
Paramount Global Class B
▼ 51.30%
2
Close
May 24, 2023
Intel
▼ 3.65%
4
Close
May 24, 2023
KeyCorp
0.84%
▲ 69.71%
1
Open
May 24, 2023
Zions Bancorporation National Association
2.41%
▲ 63.81%
1
Open
May 24, 2023
Tesla
▲ 4.62%
2
Close
May 05, 2023
AT&T
3.38%
▲ 22.20%
2
Buy
Apr 25, 2023
ZIM Integrated Shipping Services
3.03%
▼ 6.28%
5
Buy
Apr 25, 2023
Icahn Enterprises
0.56%
▼ 35.72%
3
Open
Apr 24, 2023
Sociedad Quimica Y Minera SA
1.84%
▼ 5.37%
7
Open
Apr 21, 2023
Berry Petroleum
0.57%
▼ 20.66%
1
Open
Apr 21, 2023
TG Therapeutics
4.72%
▲ 301.21%
3
Sell
Apr 19, 2023
Hon Hai Precision Industry
▼ 10.08%
2
Close
Apr 12, 2023