Portofelul meu - New Portfolio

Soso

Portofelul meu
Individual Investor
Ranked #15,327 out of 748,626 TipRanks' Investors
Success Rate
86%
61 out of 71
profitable transactions
Average Return
24.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▲ 12.84%
12-Month Return▲ 27.84%
YTD Return▲ 15.85%
Total Return▲ 28.11%

Best Trade

Opened at
Closed at-
Gain▲ 90.26%

Bio

Dividend oriented

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 5.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.39%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.69%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 0.29%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.35%
▼ 1.87%▲ 1.59%▲ 1.61%
▲ 14.08%▲ 5.22%▲ 0.75%
▲ 5.05%▲ 3.27%▲ 5.72%
▼ 12.40%▼ 4.03%▲ 0.07%
▲ 11.46%▲ 5.06%▲ 7.39%
▼ 2.25%▲ 3.53%▼ 0.69%
▲ 24.77%▼ 1.07%▲ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rio Tinto
11.55%
▲ 3.34%
7
Sell
Nov 29, 2023
Golden Ocean Group
6.21%
▲ 75.66%
11
Sell
Nov 23, 2023
Oxford Lane Capital
14.35%
▲ 34.61%
15
Buy
Nov 23, 2023
Qualcomm
3.07%
▲ 55.79%
7
Sell
Nov 15, 2023
Ares Capital
5.51%
▲ 20.99%
6
Sell
Nov 15, 2023
Citigroup
10.19%
▲ 47.67%
7
Sell
Nov 07, 2023
Gladstone Commercial
12.18%
▲ 13.34%
8
Buy
Nov 07, 2023
Bank of America
15.39%
▲ 35.00%
5
Sell
Nov 03, 2023
Lockheed Martin
5.96%
▲ 18.97%
7
Sell
Oct 25, 2023
Verizon
5.13%
▲ 16.25%
7
Sell
Oct 19, 2023
BHP Group
5.82%
▼ 4.04%
5
Buy
Oct 19, 2023
Nvidia
▼ 5.96%
3
Close
Oct 04, 2023
Apple
4.64%
▲ 21.04%
2
Buy
Sep 19, 2023
Suncor Energy
0%
▲ 34.16%
4
Sell
Aug 30, 2023
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
Tesla
▼ 7.19%
4
Close
Feb 27, 2023
Realty Income
▲ 5.49%
2
Close
Jan 11, 2023