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New Portfolio FIO - New Portfolio

PerformancePortfolio Details

New Portfolio FIO
Individual Investor
Ranked #117,350 out of 783,619 TipRanks' Investors
Success Rate
71%
37 out of 52
profitable transactions
Average Return
17.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.84%
6-Month Return▲ 9.39%
12-Month Return▲ 42.95%
YTD Return▲ 7.84%
Total Return▲ 13.18%

Best Trade

AssetAlphabet Cl... (GOOG)
Opened at
Closed at-
Gain▲ 107.40%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.99%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.67%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 9.02%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.73%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.53%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.27%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 7.84%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.99%
▲ 8.13%▲ 1.21%▲ 5.67%
▼ 13.14%▲ 2.34%▼ 0.55%
▲ 2.93%▲ 2.10%▲ 9.02%
▲ 9.99%▼ 0.89%▼ 4.73%
▲ 26.04%▲ 5.96%▲ 1.53%
▲ 5.93%▼ 2.41%▼ 3.27%
▲ 3.19%▲ 2.68%▲ 7.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ITB
Imperial Brands
28.98%
▲ 44.23%
8
Buy
Jan 30, 2025
ARCC
Ares Capital
4.06%
▲ 23.19%
2
Buy
Jan 22, 2025
R6C0
Shell (UK)
―
▲ 19.41%
3
Close
Nov 29, 2024
TRIN
Trinity Capital
1.4%
▲ 13.26%
2
Buy
Nov 07, 2024
KMERF
Komercni banka, a.s.
22.42%
▲ 11.52%
2
Buy
Aug 09, 2024
2NN
NN Group N.V.
13.98%
▲ 45.36%
6
Buy
May 25, 2024
WBD
Warner Bros
―
▼ 41.71%
3
Close
May 12, 2024
MM0
MONETA Money Bank AS
―
▲ 8.26%
4
Close
May 12, 2024
MPW
Medical Properties
3.04%
▼ 25.45%
9
Buy
Jan 05, 2024
O2D
Telefonica Deutschland Holding
―
▼ 19.18%
4
Close
Nov 10, 2023
MBG
Mercedes-Benz Group
―
▼ 1.98%
4
Close
Sep 29, 2023
CEZ
CEZ AS
―
▲ 1.43%
3
Close
Sep 11, 2023
ULVR
Unilever
2.74%
▲ 19.24%
1
Open
Sep 11, 2023
KONN
Komercni banka, a.s.
―
▼ 8.12%
2
Close
May 25, 2023
ALV
Allianz
5.16%
▲ 55.12%
2
Buy
May 11, 2023
MO
Altria Group
4.06%
▲ 34.77%
3
Buy
Mar 14, 2023
GOOG
Alphabet Class C
4.79%
▲ 92.35%
2
Buy
Oct 11, 2022
ORC
Orchid Island Capital
0.76%
▲ 8.65%
2
Buy
Oct 11, 2022
BAC
Bank of America
3.68%
▲ 44.90%
1
Open
Aug 24, 2022
T
AT&T
4.92%
▲ 55.74%
1
Open
Aug 24, 2022