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Portofel - New Portfolio

PerformancePortfolio Details

sorche60@gmail.com

Portofel
Individual Investor
Ranked #54,476 out of 764,637 TipRanks' Investors
Success Rate
72%
102 out of 141
profitable transactions
Average Return
10.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.11%
6-Month Return▲ 0.47%
12-Month Return▲ 23.39%
YTD Return▲ 11.24%
Total Return▲ 23.34%

Best Trade

AssetGolden Ocea... (GOGL)
Opened at
Closed at-
Gain▲ 67.81%

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
▼ 4.21%
▲ 2.34%
▼ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.86%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.16%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.04%
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%
▼ 4.21%▲ 2.34%▼ 2.34%
▲ 7.82%▲ 2.10%▲ 5.86%
▲ 6.02%▼ 0.89%▼ 5.16%
▼ 2.13%▲ 0.42%▼ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MO
Altria Group
2.17%
▲ 7.21%
9
Sell
Oct 31, 2024
ARCC
Ares Capital
8.4%
▲ 16.27%
9
Sell
Oct 24, 2024
VZ
Verizon
6.06%
▲ 11.06%
17
Buy
Oct 22, 2024
GOGL
Golden Ocean Group
8.43%
▲ 15.60%
23
Buy
Oct 14, 2024
C
Citigroup
12.55%
▲ 30.99%
11
Sell
Oct 11, 2024
RIO
Rio Tinto
11.34%
▲ 6.41%
12
Buy
Oct 08, 2024
NVDA
Nvidia
2.01%
▲ 12.82%
12
Sell
Oct 07, 2024
BHP
BHP Group
7.15%
▲ 2.65%
14
Sell
Sep 26, 2024
SBLK
Star Bulk Carriers
3.07%
▼ 10.14%
12
Sell
Sep 26, 2024
AMZN
Amazon
―
▲ 10.20%
6
Close
Sep 24, 2024
OXLC
Oxford Lane Capital
14.82%
▲ 24.42%
22
Buy
Sep 19, 2024
GOOD
Gladstone Commercial
8.38%
▲ 25.82%
18
Sell
Aug 14, 2024
INTC
Intel
―
▼ 39.66%
11
Close
Aug 13, 2024
QCOM
Qualcomm
5.1%
▲ 18.94%
18
Buy
Jul 31, 2024
BAC
Bank of America
10.54%
▲ 36.89%
7
Sell
Jul 16, 2024
O
Realty Income
―
▲ 0.19%
5
Close
Jul 02, 2024
CCJ
Cameco
―
▲ 12.40%
3
Close
Jun 17, 2024
OKLO
Oklo Inc
―
▼ 13.56%
3
Close
May 17, 2024
LMT
Lockheed Martin
―
▲ 4.40%
9
Close
May 03, 2024
AAPL
Apple
―
▲ 2.23%
3
Close
May 03, 2024