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Portofel - New Portfolio

PerformancePortfolio Details

sorche60@gmail.com

Portofel
Individual Investor
Ranked #241,361 out of 775,913 TipRanks' Investors
Success Rate
57%
88 out of 153
profitable transactions
Average Return
5.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.26%
6-Month Return▼ 6.36%
12-Month Return▲ 7.77%
YTD Return▲ 6.80%
Total Return▲ 18.41%

Best Trade

AssetCitigroup (C)
Opened at
Closed at-
Gain▲ 70.91%

Bio

Conservative,dividend oriented

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.95%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.86%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.94%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.51%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.50%
▼ 2.25%▲ 3.53%▼ 0.95%
▲ 25.71%▲ 1.21%▼ 1.23%
▼ 4.22%▲ 2.34%▼ 2.34%
▲ 7.82%▲ 2.10%▲ 5.86%
▲ 5.38%▼ 0.89%▼ 4.94%
▲ 43.22%▲ 5.96%▲ 1.32%
▲ 3.34%▼ 1.56%▼ 5.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOD
Gladstone Commercial
9.45%
▲ 29.40%
19
Buy
Dec 19, 2024
OXLC
Oxford Lane Capital
16.15%
▲ 20.49%
24
Buy
Dec 17, 2024
C
Citigroup
13.16%
▲ 37.61%
13
Buy
Dec 09, 2024
VZ
Verizon
5.88%
▲ 6.04%
19
Buy
Dec 09, 2024
GOGL
Golden Ocean Group
7.48%
▼ 5.15%
26
Buy
Nov 27, 2024
NVDA
Nvidia
3.31%
▲ 8.80%
15
Buy
Nov 25, 2024
BHP
BHP Group
7.25%
▼ 9.35%
15
Buy
Nov 13, 2024
BAC
Bank of America
8.68%
▲ 45.60%
8
Sell
Nov 06, 2024
QCOM
Qualcomm
6.19%
▲ 8.97%
19
Buy
Nov 05, 2024
SBLK
Star Bulk Carriers
3.23%
▼ 26.85%
13
Buy
Nov 05, 2024
MO
Altria Group
1.98%
▲ 7.19%
9
Sell
Oct 31, 2024
ARCC
Ares Capital
7.87%
▲ 21.01%
9
Sell
Oct 24, 2024
RIO
Rio Tinto
9.36%
▼ 4.49%
12
Buy
Oct 08, 2024
AMZN
Amazon
―
▲ 10.20%
6
Close
Sep 24, 2024
INTC
Intel
―
▼ 39.66%
11
Close
Aug 13, 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