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New Portfolio - New Portfolio

PerformancePortfolio Details

Paulo

New Portfolio
Individual Investor
Ranked #113,967 out of 753,381 TipRanks' Investors
Success Rate
69%
40 out of 58
profitable transactions
Average Return
8.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 16.34%
12-Month Return▲ 38.26%
YTD Return▲ 20.74%
Total Return▲ 27.66%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 112.00%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 0.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.59%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 15.04%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.95%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.81%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 2.30%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 0.02%
▲ 14.08%▲ 5.22%▲ 3.59%
▲ 5.05%▲ 3.27%▲ 2.28%
▼ 12.40%▼ 4.03%▼ 8.47%
▲ 11.46%▲ 5.06%▲ 15.04%
▼ 2.25%▲ 3.53%▲ 4.95%
▲ 25.76%▲ 1.21%▲ 0.81%
▼ 2.89%▲ 2.06%▲ 2.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
―
▲ 8.21%
2
Close
Aug 19, 2024
SCHD
Schwab US Dividend Equity ETF
―
▲ 6.68%
2
Close
Aug 17, 2024
SBUX
Starbucks
―
▲ 1.58%
2
Close
Aug 16, 2024
BITO
ProShares Bitcoin Strategy ETF
0%
▲ 6.38%
1
Open
Aug 16, 2024
IBIT
IShares Bitcoin Trust Registered
0%
▲ 6.61%
1
Open
Aug 16, 2024
KR
Kroger Company
―
▼ 2.89%
2
Close
Aug 14, 2024
MO
Altria Group
0%
▲ 2.44%
1
Open
Aug 14, 2024
VTV
Vanguard Value ETF
―
▲ 3.87%
3
Close
Aug 12, 2024
WHR
Whirlpool
―
▼ 6.51%
2
Close
Aug 12, 2024
TRMD
Torm
0%
▲ 3.09%
1
Open
Aug 12, 2024
CTRA
Coterra Energy
0%
▲ 0.20%
3
Open
Aug 07, 2024
MS
Morgan Stanley
―
▼ 10.80%
2
Close
Aug 07, 2024
TSM
Taiwan Semiconductor Manufacturing
―
▼ 2.64%
2
Close
Aug 06, 2024
DVN
Devon Energy
―
▼ 9.53%
2
Close
Aug 06, 2024
ARCC
Ares Capital
0%
▲ 2.80%
1
Open
Aug 06, 2024
BRK.B
Berkshire Hathaway B
0%
▲ 3.44%
1
Open
Jul 28, 2024
GOLD
Barrick Gold
―
▼ 4.05%
2
Close
Jul 26, 2024
V
Visa
―
▼ 1.11%
3
Close
Jul 17, 2024
TGT
Target
―
▲ 3.56%
2
Close
Jul 12, 2024
BYD
Boyd Gaming
0%
▲ 10.39%
1
Open
Jul 09, 2024