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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #171,886 out of 775,923 TipRanks' Investors
Success Rate
66%
33 out of 50
profitable transactions
Average Return
11.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.87%
6-Month Return▲ 2.76%
12-Month Return▲ 19.17%
YTD Return▲ 18.78%
Total Return▲ 3.31%

Best Trade

Opened at
Closed at-
Gain▲ 97.51%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 9.28%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.99%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.67%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.02%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.52%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.58%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.03%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 9.28%
▼ 2.25%▲ 3.53%▼ 3.99%
▲ 25.71%▲ 1.21%▲ 5.67%
▼ 4.22%▲ 2.34%▼ 0.55%
▲ 7.82%▲ 2.10%▲ 9.02%
▲ 5.38%▼ 0.89%▼ 4.52%
▲ 43.22%▲ 5.96%▲ 1.58%
▲ 3.34%▼ 1.56%▼ 5.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Imperial Brands
24.61%
▲ 45.26%
6
Buy
Nov 08, 2024
Trinity Capital
1.5%
▲ 5.29%
2
Buy
Nov 07, 2024
Komercni banka, a.s.
24.9%
▲ 4.30%
2
Buy
Aug 09, 2024
NN Group N.V.
14.41%
▲ 34.19%
6
Buy
May 25, 2024
Warner Bros
▼ 41.71%
3
Close
May 12, 2024
MONETA Money Bank AS
▲ 8.26%
4
Close
May 12, 2024
Medical Properties
2.77%
▼ 38.78%
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
3.01%
▲ 16.60%
1
Open
Sep 11, 2023
Komercni banka, a.s.
▼ 8.12%
2
Close
May 25, 2023
Allianz
5.39%
▲ 44.80%
2
Buy
May 11, 2023
Altria Group
4.71%
▲ 38.10%
3
Buy
Mar 14, 2023
Alphabet Class C
5.07%
▲ 83.17%
2
Buy
Oct 11, 2022
Orchid Island Capital
0.83%
▲ 4.05%
2
Buy
Oct 11, 2022
Bank of America
3.87%
▲ 36.99%
1
Open
Aug 24, 2022
Ares Capital
3.74%
▲ 33.47%
1
Open
Aug 24, 2022
AT&T
5.18%
▲ 43.81%
1
Open
Aug 24, 2022