New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #184,083 out of 759,673 TipRanks' Investors
Success Rate
63%
30 out of 48
profitable transactions
Average Return
11.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.33%
6-Month Return▲ 26.10%
12-Month Return▲ 43.51%
YTD Return▲ 27.20%
Total Return▲ 10.63%

Best Trade

Opened at
Closed at-
Gain▲ 73.75%

Bio

Performance

25.76%0-25.76%
▲ 5.05%
▲ 3.27%
▲ 7.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.28%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.99%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.67%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.55%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 9.02%
Sep 2024
▲ 2.71%
▼ 0.14%
▼ 1.38%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 7.92%
▼ 12.40%▼ 4.03%▲ 0.37%
▲ 11.46%▲ 5.06%▲ 9.28%
▼ 2.25%▲ 3.53%▼ 3.99%
▲ 25.76%▲ 1.21%▲ 5.67%
▼ 4.21%▲ 2.34%▼ 0.55%
▲ 7.81%▲ 2.10%▲ 9.02%
▲ 2.71%▼ 0.14%▼ 1.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Komercni banka, a.s.
22.68%
▲ 1.47%
2
Buy
Aug 09, 2024
Imperial Brands
18.96%
▲ 23.60%
5
Buy
Jul 10, 2024
NN Group N.V.
14.83%
▲ 43.99%
6
Buy
May 25, 2024
Warner Bros
▼ 41.71%
3
Close
May 12, 2024
MONETA Money Bank AS
▼ 1.35%
4
Close
May 12, 2024
Trinity Capital
0.88%
▼ 0.69%
1
Open
May 12, 2024
Medical Properties
3.74%
▼ 11.04%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023
Mercedes-Benz Group
▼ 1.98%
4
Close
Sep 29, 2023
CEZ AS
▲ 1.43%
3
Close
Sep 11, 2023
Unilever
3%
▲ 22.36%
1
Open
Sep 11, 2023
Komercni banka, a.s.
▼ 8.12%
2
Close
May 25, 2023
Allianz
5.12%
▲ 43.42%
2
Buy
May 11, 2023
Shell (UK)
10.92%
▲ 19.70%
1
Open
May 11, 2023
Altria Group
4%
▲ 28.50%
3
Buy
Mar 14, 2023
Alphabet Class C
4.03%
▲ 59.83%
2
Buy
Oct 11, 2022
Orchid Island Capital
0.75%
▲ 1.17%
2
Buy
Oct 11, 2022
Bank of America
3.2%
▲ 23.70%
1
Open
Aug 24, 2022
Ares Capital
3.36%
▲ 28.55%
1
Open
Aug 24, 2022
AT&T
4.54%
▲ 38.50%
1
Open
Aug 24, 2022