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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #68,739 out of 768,736 TipRanks' Investors
Success Rate
70%
103 out of 147
profitable transactions
Average Return
12.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.62%
6-Month Return▼ 1.20%
12-Month Return▲ 25.22%
YTD Return▲ 15.79%
Total Return▲ 28.38%

Best Trade

Opened at
Closed at-
Gain▲ 86.06%

Bio

Conservative,dividend oriented

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.86%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.87%
Oct 2024
▲ 22.27%
▲ 3.43%
▲ 3.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.80%
▲ 11.46%▲ 5.06%▲ 7.50%
▼ 2.25%▲ 3.53%▼ 0.95%
▲ 25.72%▲ 1.21%▼ 1.23%
▼ 4.22%▲ 2.34%▼ 2.35%
▲ 7.82%▲ 2.10%▲ 5.86%
▲ 5.70%▼ 0.89%▼ 4.87%
▲ 22.27%▲ 3.43%▲ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Golden Ocean Group
8.56%
▲ 26.43%
25
Sell
Nov 19, 2024
BHP Group
7.76%
▼ 2.93%
15
Buy
Nov 13, 2024
Oxford Lane Capital
15.19%
▲ 24.08%
23
Buy
Nov 12, 2024
Bank of America
9.12%
▲ 52.13%
8
Sell
Nov 06, 2024
Citigroup
11.02%
▲ 42.29%
12
Sell
Nov 06, 2024
Qualcomm
6.4%
▲ 16.78%
19
Buy
Nov 05, 2024
Nvidia
3.76%
▲ 16.09%
13
Buy
Nov 05, 2024
Star Bulk Carriers
4.32%
▼ 4.52%
13
Buy
Nov 05, 2024
Altria Group
2.06%
▲ 8.76%
9
Sell
Oct 31, 2024
Ares Capital
8.06%
▲ 20.87%
9
Sell
Oct 24, 2024
Verizon
5.71%
▲ 12.59%
17
Buy
Oct 22, 2024
Rio Tinto
10.05%
▲ 1.68%
12
Buy
Oct 08, 2024
Amazon
▲ 10.20%
6
Close
Sep 24, 2024
Gladstone Commercial
8%
▲ 38.74%
18
Sell
Aug 14, 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