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SeluTes DM - New Portfolio

Jose Luis M. Crespo

SeluTes DM
Individual Investor
Ranked #34,993 out of 790,959 TipRanks' Investors
Success Rate
70%
58 out of 83
profitable transactions
Average Return
29.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.88%
6-Month Return▲ 10.61%
12-Month Return▲ 34.34%
YTD Return▲ 6.31%
Total Return▲ 53.76%

Best Trade

Opened at
Closed at-
Gain▲ 856.83%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.81%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.02%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.72%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.04%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.96%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 0.70%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.81%
▲ 2.93%▲ 2.10%▲ 6.02%
▲ 10.00%▼ 0.89%▼ 2.32%
▲ 26.01%▲ 5.96%▲ 2.72%
▲ 5.75%▼ 2.41%▼ 4.04%
▲ 5.32%▲ 2.69%▲ 3.98%
▼ 12.86%▼ 1.27%▲ 2.96%
▼ 2.15%▼ 5.65%▼ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
5.48%
▲ 14.22%
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
0.75%
▲ 67.68%
1
Open
May 24, 2023
Zions Bancorporation National Association
2.34%
▲ 74.36%
1
Open
May 24, 2023
Tesla
▲ 4.62%
2
Close
May 05, 2023
AT&T
3.87%
▲ 63.05%
2
Buy
Apr 25, 2023
ZIM Integrated Shipping Services
3.52%
▲ 43.14%
5
Buy
Apr 25, 2023
Icahn Enterprises
0.44%
▼ 36.37%
3
Open
Apr 24, 2023
Sociedad Quimica Y Minera SA
2.11%
▼ 2.24%
7
Open
Apr 21, 2023
Berry Petroleum
0.35%
▼ 48.30%
1
Open
Apr 21, 2023
TG Therapeutics
7.43%
▲ 614.46%
3
Sell
Apr 19, 2023
Hon Hai Precision Industry
▼ 10.08%
2
Close
Apr 12, 2023