tiprankstipranks

Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #20,210 out of 743,457 TipRanks' Investors
Success Rate
78%
89 out of 114
profitable transactions
Average Return
17.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.04%
6-Month Return▲ 15.25%
12-Month Return▲ 31.44%
YTD Return▲ 15.52%
Total Return▲ 28.08%

Best Trade

Opened at
Closed at-
Gain▲ 113.93%

Bio

Conservative,dividend oriented

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.97%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.96%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.95%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.51%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.66%
▼ 1.87%▲ 1.59%▲ 1.97%
▲ 14.08%▲ 5.22%▲ 1.74%
▲ 5.05%▲ 3.27%▲ 5.96%
▼ 12.40%▼ 4.03%▼ 1.80%
▲ 11.46%▲ 5.06%▲ 7.50%
▼ 2.25%▲ 3.53%▼ 0.95%
▲ 0.26%▲ 0.21%▲ 0.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qualcomm
6.93%
▲ 46.84%
15
Buy
Jun 28, 2024
Altria Group
3.19%
▲ 2.46%
2
Buy
Jun 28, 2024
BHP Group
9.54%
▲ 1.84%
8
Buy
Jun 17, 2024
Star Bulk Carriers
3.44%
▲ 13.80%
10
Buy
Jun 17, 2024
Cameco
▲ 12.40%
3
Close
Jun 17, 2024
Golden Ocean Group
7.39%
▲ 50.16%
22
Buy
Jun 11, 2024
Realty Income
▲ 0.10%
4
Buy
Jun 10, 2024
Oxford Lane Capital
11.33%
▲ 24.97%
18
Buy
Jun 10, 2024
Ares Capital
7.23%
▲ 13.24%
7
Buy
Jun 06, 2024
Rio Tinto
8.16%
▲ 7.78%
9
Sell
May 28, 2024
Intel
5.38%
▼ 18.41%
6
Buy
May 28, 2024
Gladstone Commercial
8.07%
▲ 11.67%
17
Sell
May 23, 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
Verizon
7.02%
▲ 16.20%
9
Buy
Apr 23, 2024
Amazon
3.7%
▲ 9.33%
2
Buy
Apr 22, 2024
Bank of America
10.4%
▲ 30.31%
6
Sell
Apr 16, 2024
Advanced Micro Devices
▼ 5.93%
2
Close
Apr 15, 2024
Nvidia
▲ 6.60%
7
Close
Mar 10, 2024