tiprankstipranks

SeluTes DM - New Portfolio

Jose Luis M. Crespo

SeluTes DM
Individual Investor
Ranked #60,402 out of 784,572 TipRanks' Investors
Success Rate
69%
57 out of 83
profitable transactions
Average Return
27.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.96%
6-Month Return▲ 17.40%
12-Month Return▲ 39.53%
YTD Return▲ 4.74%
Total Return▲ 51.51%

Best Trade

Opened at
Closed at-
Gain▲ 702.68%

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

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.81%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.02%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.74%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 4.00%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 4.24%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 0.47%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.57%
▼ 13.14%▲ 2.34%▲ 2.81%
▲ 2.93%▲ 2.10%▲ 6.02%
▲ 9.99%▼ 0.89%▼ 2.34%
▲ 26.04%▲ 5.96%▲ 2.74%
▲ 5.91%▼ 2.41%▼ 4.00%
▲ 4.65%▲ 2.69%▲ 4.24%
▼ 13.89%▼ 0.67%▲ 0.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
6.31%
▲ 27.04%
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
▼ 51.31%
2
Close
May 24, 2023
Intel
▼ 3.65%
4
Close
May 24, 2023
KeyCorp
0.88%
▲ 96.13%
1
Open
May 24, 2023
Zions Bancorporation National Association
2.79%
▲ 107.61%
1
Open
May 24, 2023
Tesla
▲ 4.62%
2
Close
May 05, 2023
AT&T
3.57%
▲ 44.94%
2
Buy
Apr 25, 2023
ZIM Integrated Shipping Services
3.01%
▲ 21.97%
5
Buy
Apr 25, 2023
Icahn Enterprises
0.49%
▼ 35.93%
3
Open
Apr 24, 2023
Sociedad Quimica Y Minera SA
1.96%
▼ 3.00%
7
Open
Apr 21, 2023
Berry Petroleum
0.43%
▼ 33.53%
1
Open
Apr 21, 2023
TG Therapeutics
6.44%
▲ 499.36%
3
Sell
Apr 19, 2023
Hon Hai Precision Industry
▼ 10.08%
2
Close
Apr 12, 2023