New Portfolio Apr 2023 - New Portfolio

Ricardo Sadir

New Portfolio Apr 2023
Individual Investor
Ranked #27,470 out of 756,513 TipRanks' Investors
Success Rate
78%
43 out of 55
profitable transactions
Average Return
39.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 32.78%
6-Month Return▲ 31.07%
12-Month Return▲ 91.12%
YTD Return▲ 65.25%
Total Return▲ 92.22%

Best Trade

Opened at
Closed at-
Gain▲ 630.00%

Bio

Performance

31.67%0-31.67%
▲ 14.08%
▲ 5.22%
▲ 16.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.91%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.83%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.62%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.38%
Aug 2024
▼ 0.96%
▼ 0.30%
▲ 31.67%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 16.52%
▲ 5.05%▲ 3.27%▲ 6.76%
▼ 12.40%▼ 4.03%▼ 8.72%
▲ 11.46%▲ 5.06%▲ 3.91%
▼ 2.25%▲ 3.53%▼ 0.83%
▲ 25.76%▲ 1.21%▲ 6.62%
▼ 4.21%▲ 2.34%▲ 2.38%
▼ 0.96%▼ 0.30%▲ 31.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizon Technology
▲ 11.12%
2
Close
Aug 12, 2024
Gabelli Dividend & Income Trust
▲ 17.51%
2
Close
Aug 12, 2024
Amazon
▲ 23.95%
5
Close
Aug 12, 2024
AbbVie
▲ 39.61%
4
Close
Aug 12, 2024
Alphabet Class C
5.54%
▲ 4.48%
3
Open
Aug 12, 2024
Philip Morris
▲ 23.88%
2
Close
Aug 12, 2024
Apple
▲ 21.38%
2
Close
Aug 12, 2024
ARK Innovation ETF
3.98%
▲ 11.83%
1
Open
Aug 12, 2024
Citigroup
5.08%
▼ 0.29%
1
Open
Aug 12, 2024
Dow Inc
4.41%
▼ 2.70%
1
Open
Aug 12, 2024
Bitcoin
▲ 112.52%
3
Close
Apr 29, 2024
Ethereum
▲ 64.88%
4
Close
Apr 29, 2024
Dogecoin
▲ 57.14%
2
Close
Apr 29, 2024
Verizon
5.49%
▲ 12.58%
1
Open
Apr 14, 2024
Pfizer
5.76%
▲ 16.29%
1
Open
Apr 14, 2024
Starbucks
16.77%
▲ 7.69%
1
Open
Jan 18, 2024
Altria Group
▲ 2.46%
3
Close
Jul 27, 2023
International Business Machines
▲ 6.50%
3
Close
Jul 27, 2023
Target
1.86%
▲ 16.44%
1
Open
Jul 24, 2023
ChargePoint Holdings
0.07%
▼ 83.57%
1
Open
Jul 22, 2023