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Portofelul meu - New Portfolio

Soso

Portofelul meu
Individual Investor
Ranked #23,095 out of 783,334 TipRanks' Investors
Success Rate
83%
68 out of 82
profitable transactions
Average Return
23.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.59%
6-Month Return▲ 1.75%
12-Month Return▲ 17.54%
YTD Return▲ 2.59%
Total Return▲ 32.07%

Best Trade

Opened at
Closed at-
Gain▲ 96.51%

Bio

Dividend oriented

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.69%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.32%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.80%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.74%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.34%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 2.59%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.69%
▲ 8.13%▲ 1.21%▲ 1.60%
▼ 13.14%▲ 2.34%▲ 0.57%
▲ 2.93%▲ 2.10%▲ 4.32%
▲ 9.99%▼ 0.89%▼ 3.80%
▲ 26.04%▲ 5.96%▲ 2.74%
▲ 5.93%▼ 2.41%▼ 4.34%
▲ 3.19%▲ 2.68%▲ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
8.59%
▲ 53.25%
6
Sell
Dec 26, 2024
Citigroup
14.58%
▲ 73.32%
8
Buy
Dec 26, 2024
Golden Ocean Group
7.45%
▲ 31.02%
12
Buy
Dec 26, 2024
Lockheed Martin
▲ 13.13%
8
Close
Dec 26, 2024
Oxford Lane Capital
15.2%
▲ 33.79%
16
Buy
Dec 26, 2024
Rio Tinto
9.1%
▼ 0.94%
8
Buy
Dec 26, 2024
Verizon
5.44%
▲ 18.05%
8
Buy
Dec 26, 2024
BHP Group
6.86%
▼ 9.94%
6
Buy
Dec 26, 2024
Gladstone Commercial
8.89%
▲ 28.67%
9
Sell
Dec 26, 2024
Suncor Energy
▲ 25.14%
5
Close
Dec 26, 2024
Qualcomm
6.52%
▲ 44.95%
8
Buy
Dec 26, 2024
Ares Capital
8.07%
▲ 35.36%
7
Buy
Dec 26, 2024
Apple
▲ 44.48%
3
Close
Dec 26, 2024
Nvidia
2.86%
▼ 8.78%
4
Open
Dec 26, 2024
Altria Group
3.26%
▲ 0.11%
1
Open
Dec 26, 2024
Star Bulk Carriers
3.18%
▲ 1.66%
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