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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #55,114 out of 793,971 TipRanks' Investors
Success Rate
71%
48 out of 68
profitable transactions
Average Return
21.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.29%
6-Month Return▲ 15.12%
12-Month Return▲ 40.20%
YTD Return▲ 20.84%
Total Return▲ 28.18%

Best Trade

Opened at
Closed at-
Gain▲ 89.33%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 9.01%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.69%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.53%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.27%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 8.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 10.02%
Feb 2025
▼ 1.28%
▼ 6.20%
▲ 1.29%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.55%
▲ 2.93%▲ 2.10%▲ 9.01%
▲ 10.00%▼ 0.89%▼ 4.69%
▲ 26.01%▲ 5.96%▲ 1.53%
▲ 5.33%▼ 2.41%▼ 2.27%
▲ 5.89%▲ 2.69%▲ 8.44%
▼ 12.86%▼ 1.27%▲ 10.02%
▼ 1.28%▼ 6.20%▲ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HSBC Holdings
0.85%
▲ 1.41%
3
Buy
Mar 20, 2025
TSMC
0.83%
▼ 3.45%
2
Buy
Mar 19, 2025
British American Tobacco
2.58%
▲ 4.21%
3
Buy
Mar 12, 2025
ASR Nederland N.V
0.72%
▲ 3.44%
1
Open
Mar 12, 2025
ING GROEP
0.98%
▼ 1.98%
1
Open
Mar 12, 2025
Nvidia
0.27%
▲ 0.49%
2
Buy
Mar 11, 2025
Visa
0.88%
▲ 5.52%
1
Open
Mar 11, 2025
ENI S.p.A.
0.97%
▲ 6.77%
1
Open
Mar 10, 2025
Enagas SA
0.18%
▲ 0.99%
1
Open
Mar 08, 2025
Imperial Brands
25.52%
▲ 50.29%
8
Buy
Jan 30, 2025
Ares Capital
3.05%
▲ 19.23%
2
Buy
Jan 22, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Trinity Capital
1.12%
▲ 17.81%
2
Buy
Nov 07, 2024
Komercni banka, a.s.
24.11%
▲ 43.23%
2
Buy
Aug 09, 2024
NN Group N.V.
13.35%
▲ 67.47%
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
3.1%
▼ 3.07%
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