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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #129,204 out of 789,901 TipRanks' Investors
Success Rate
63%
101 out of 160
profitable transactions
Average Return
9.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.38%
6-Month Return▲ 3.43%
12-Month Return▲ 5.18%
YTD Return▲ 3.69%
Total Return▲ 23.22%

Best Trade

Opened at
Closed at-
Gain▲ 90.62%

Bio

Conservative,dividend oriented

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 1.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.86%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 5.33%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.79%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.42%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.23%
▼ 13.14%▲ 2.34%▼ 2.35%
▲ 2.93%▲ 2.10%▲ 5.86%
▲ 10.01%▼ 0.89%▼ 5.33%
▲ 26.01%▲ 5.96%▲ 1.32%
▲ 5.96%▼ 2.41%▼ 4.79%
▲ 5.25%▲ 2.69%▲ 3.42%
▼ 12.86%▼ 1.27%▲ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
2.06%
▲ 10.45%
11
Sell
Mar 03, 2025
Ares Capital
6.39%
▲ 31.48%
10
Sell
Feb 21, 2025
Citigroup
11.07%
▲ 53.48%
15
Sell
Feb 06, 2025
Rio Tinto
9.49%
▼ 0.25%
14
Sell
Feb 06, 2025
Qualcomm
6.06%
▲ 7.93%
21
Buy
Feb 06, 2025
Star Bulk Carriers
5.28%
▼ 19.60%
16
Buy
Jan 31, 2025
Nvidia
3%
▼ 1.96%
17
Buy
Jan 27, 2025
Golden Ocean Group
9.79%
▲ 6.24%
27
Buy
Jan 03, 2025
Gladstone Commercial
9.18%
▲ 30.70%
19
Buy
Dec 19, 2024
Oxford Lane Capital
15.67%
▲ 24.32%
24
Buy
Dec 17, 2024
Verizon
6.29%
▲ 20.11%
19
Buy
Dec 09, 2024
BHP Group
7.01%
▼ 10.01%
15
Buy
Nov 13, 2024
Bank of America
8.72%
▲ 50.18%
8
Sell
Nov 06, 2024
Amazon
▲ 10.20%
6
Close
Sep 24, 2024
Intel
▼ 39.66%
11
Close
Aug 13, 2024
Realty Income
▲ 0.19%
5
Close
Jul 02, 2024
Cameco
▲ 12.40%
3
Close
Jun 17, 2024
Oklo Inc
▼ 13.56%
3
Close
May 17, 2024
Lockheed Martin
▲ 4.40%
9
Close
May 03, 2024
Apple
▲ 2.23%
3
Close
May 03, 2024