New Portfolio - New Portfolio

Paulo

New Portfolio
Individual Investor
Ranked #169,484 out of 764,830 TipRanks' Investors
Success Rate
61%
65 out of 107
profitable transactions
Average Return
5.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.42%
6-Month Return▲ 21.12%
12-Month Return▲ 39.58%
YTD Return▲ 23.86%
Total Return▲ 30.96%

Best Trade

Opened at
Closed at-
Gain▲ 122.97%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 15.04%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.83%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.08%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.47%
▲ 11.46%▲ 5.06%▲ 15.04%
▼ 2.25%▲ 3.53%▲ 4.95%
▲ 25.72%▲ 1.21%▲ 0.81%
▼ 4.21%▲ 2.34%▲ 1.83%
▲ 7.82%▲ 2.10%▲ 2.13%
▲ 6.02%▼ 0.89%▲ 1.08%
▼ 2.13%▲ 0.42%▼ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
1.93%
▲ 18.93%
5
Sell
Oct 14, 2024
Costco
6.17%
▲ 10.89%
4
Buy
Oct 14, 2024
JPMorgan Chase & Co.
4.01%
▲ 14.14%
4
Sell
Oct 14, 2024
Meta Platforms
5.93%
▲ 7.65%
5
Buy
Oct 14, 2024
Exxon Mobil
5.76%
▲ 6.46%
5
Sell
Oct 14, 2024
Diamondback
2.72%
▼ 6.83%
5
Sell
Oct 14, 2024
Realty Income
5.66%
▲ 0.42%
5
Buy
Oct 14, 2024
AT&T
6.31%
▲ 8.64%
4
Buy
Oct 14, 2024
Berkshire Hathaway B
▲ 2.42%
4
Close
Oct 14, 2024
Ares Capital
4.36%
▲ 1.55%
5
Buy
Oct 14, 2024
Altria Group
6.58%
▲ 5.64%
5
Buy
Oct 14, 2024
ProShares Bitcoin Strategy ETF
4.52%
▲ 5.76%
4
Buy
Oct 14, 2024
Home Depot
6.22%
▲ 2.67%
4
Buy
Oct 14, 2024
Verizon
5.35%
▼ 6.08%
2
Buy
Oct 14, 2024
SPDR Gold Shares
6.15%
▲ 3.17%
1
Open
Oct 14, 2024
Alphabet Class A
2.65%
▲ 12.59%
6
Sell
Oct 13, 2024
Amazon
6.22%
▲ 40.51%
6
Buy
Oct 13, 2024
Microsoft
5.35%
▲ 2.77%
5
Buy
Oct 13, 2024
Nvidia
7.74%
▲ 41.58%
6
Buy
Oct 13, 2024
Torm
▼ 10.84%
5
Close
Oct 10, 2024