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New Portfolio - New Portfolio

Paulo

New Portfolio
Individual Investor
Ranked #145,670 out of 783,619 TipRanks' Investors
Success Rate
64%
107 out of 167
profitable transactions
Average Return
9.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.84%
6-Month Return▲ 16.39%
12-Month Return▲ 43.49%
YTD Return▲ 4.84%
Total Return▲ 51.70%

Best Trade

Opened at
Closed at-
Gain▲ 150.26%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.95%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.81%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.90%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.85%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.84%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.95%
▲ 8.13%▲ 1.21%▲ 0.81%
▼ 13.14%▲ 2.34%▲ 1.83%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 9.99%▼ 0.89%▲ 0.81%
▲ 26.04%▲ 5.96%▲ 7.90%
▲ 5.93%▼ 2.41%▼ 1.85%
▲ 3.19%▲ 2.68%▲ 4.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Treasury Floating Rate Bond ETF
0%
0.00%
1
Open
Jan 27, 2025
Alphabet Class A
5.34%
▲ 21.18%
10
Buy
Jan 26, 2025
Microsoft
4.91%
▲ 2.25%
8
Buy
Jan 26, 2025
Nvidia
6.13%
▲ 14.97%
9
Buy
Jan 26, 2025
Apple
2.06%
▲ 13.27%
9
Sell
Jan 26, 2025
Broadcom
3.31%
▼ 1.10%
5
Buy
Jan 26, 2025
Bitcoin
▼ 0.28%
3
Close
Jan 26, 2025
Ethereum
▲ 4.48%
3
Close
Jan 26, 2025
Realty Income
5.17%
▼ 4.76%
9
Buy
Jan 26, 2025
Ares Capital
4.72%
▲ 9.50%
8
Buy
Jan 26, 2025
ProShares Bitcoin Strategy ETF
6.74%
▲ 38.06%
8
Buy
Jan 26, 2025
SPDR Gold Shares
5.48%
▲ 3.08%
5
Buy
Jan 26, 2025
Goldman Sachs Group
3.19%
▲ 0.24%
3
Open
Jan 26, 2025
Costco
6.1%
▲ 17.72%
5
Buy
Jan 18, 2025
JPMorgan Chase & Co.
5.99%
▲ 23.83%
7
Buy
Jan 18, 2025
Exxon Mobil
4.26%
▼ 1.89%
8
Buy
Jan 18, 2025
Tesla
3.02%
▲ 6.13%
6
Buy
Jan 18, 2025
AT&T
5.62%
▲ 15.08%
7
Buy
Jan 18, 2025
Berkshire Hathaway B
▲ 2.55%
6
Close
Jan 18, 2025
Altria Group
5.21%
▲ 1.97%
7
Buy
Jan 18, 2025