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Portofelul meu - New Portfolio

Soso

Portofelul meu
Individual Investor
Ranked #22,315 out of 789,725 TipRanks' Investors
Success Rate
82%
67 out of 82
profitable transactions
Average Return
24.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.40%
6-Month Return▲ 5.92%
12-Month Return▲ 17.89%
YTD Return▲ 4.99%
Total Return▲ 35.28%

Best Trade

Opened at
Closed at-
Gain▲ 94.85%

Bio

Dividend oriented

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.31%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 3.80%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.74%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.25%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.94%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.60%
▼ 13.14%▲ 2.34%▲ 0.57%
▲ 2.93%▲ 2.10%▲ 4.31%
▲ 10.01%▼ 0.89%▼ 3.80%
▲ 26.01%▲ 5.96%▲ 2.74%
▲ 5.96%▼ 2.41%▼ 4.25%
▲ 5.25%▲ 2.69%▲ 4.01%
▼ 12.86%▼ 1.27%▲ 0.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
8.49%
▲ 51.12%
6
Sell
Dec 26, 2024
Citigroup
14.26%
▲ 71.86%
8
Buy
Dec 26, 2024
Golden Ocean Group
7.81%
▲ 38.14%
12
Buy
Dec 26, 2024
Lockheed Martin
▲ 13.13%
8
Close
Dec 26, 2024
Oxford Lane Capital
15.14%
▲ 35.89%
16
Buy
Dec 26, 2024
Rio Tinto
9.06%
▲ 0.45%
8
Buy
Dec 26, 2024
Verizon
5.95%
▲ 26.32%
8
Buy
Dec 26, 2024
BHP Group
6.69%
▼ 10.52%
6
Buy
Dec 26, 2024
Gladstone Commercial
8.96%
▲ 31.01%
9
Sell
Dec 26, 2024
Suncor Energy
▲ 25.14%
5
Close
Dec 26, 2024
Qualcomm
5.97%
▲ 32.68%
8
Buy
Dec 26, 2024
Ares Capital
8.07%
▲ 36.53%
7
Buy
Dec 26, 2024
Apple
▲ 44.48%
3
Close
Dec 26, 2024
Nvidia
2.87%
▼ 8.34%
4
Open
Dec 26, 2024
Altria Group
3.53%
▲ 6.18%
1
Open
Dec 26, 2024
Star Bulk Carriers
3.2%
▲ 4.06%
1
Open
Dec 26, 2024
Chevron
▼ 6.97%
2
Close
May 03, 2023
PepsiCo
▲ 3.81%
3
Close
Apr 29, 2023
Albemarle
▼ 9.82%
2
Close
Apr 24, 2023
Microsoft
▲ 13.06%
4
Close
Apr 01, 2023