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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #428,444 out of 794,749 TipRanks' Investors
Success Rate
46%
78 out of 171
profitable transactions
Average Return
-3.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.46%
6-Month Return▼ 16.16%
12-Month Return▼ 11.98%
YTD Return▼ 9.86%
Total Return▲ 6.59%

Best Trade

Opened at
Closed at-
Gain▲ 45.37%

Bio

Conservative,dividend oriented

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 5.86%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.27%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.32%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.15%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 10.48%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 5.86%
▲ 10.00%▼ 0.89%▼ 5.27%
▲ 26.01%▲ 5.96%▲ 1.32%
▲ 5.33%▼ 2.41%▼ 5.32%
▲ 5.87%▲ 2.69%▲ 3.79%
▼ 12.86%▼ 1.27%▲ 1.22%
▼ 1.80%▼ 5.57%▼ 4.15%
▼ 17.13%▼ 9.83%▼ 10.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Golden Ocean Group
11.58%
▼ 16.50%
33
Sell
Apr 07, 2025
Verizon
6.98%
▲ 16.58%
21
Buy
Apr 07, 2025
BHP Group
8.67%
▼ 20.48%
16
Buy
Apr 07, 2025
Oxford Lane Capital
19.13%
▲ 6.01%
27
Buy
Apr 04, 2025
Qualcomm
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
7.91%
▲ 9.91%
11
Buy
Apr 04, 2025
Altria Group
4.56%
▲ 6.81%
14
Buy
Apr 02, 2025
Star Bulk Carriers
5.31%
▼ 25.58%
18
Buy
Mar 20, 2025
Nvidia
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
9.64%
▲ 17.05%
15
Sell
Feb 06, 2025
Rio Tinto
9.69%
▼ 7.64%
14
Sell
Feb 06, 2025
Gladstone Commercial
8.76%
▲ 9.95%
19
Buy
Dec 19, 2024
Bank of America
7.77%
▲ 18.02%
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