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New Portfolio Apr 2023 - New Portfolio

Ricardo Sadir

New Portfolio Apr 2023
Individual Investor
Ranked #49,123 out of 769,002 TipRanks' Investors
Success Rate
82%
45 out of 55
profitable transactions
Average Return
19.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.24%
6-Month Return▲ 7.90%
12-Month Return▲ 43.05%
YTD Return▲ 29.23%
Total Return▲ 50.31%

Best Trade

Opened at
Closed at
Gain▲ 113.79%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.91%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.83%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.62%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.38%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.42%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.23%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 1.86%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.72%
▲ 11.46%▲ 5.06%▲ 3.91%
▼ 2.25%▲ 3.53%▼ 0.83%
▲ 25.72%▲ 1.21%▲ 6.62%
▼ 4.22%▲ 2.34%▲ 2.38%
▲ 7.82%▲ 2.10%▲ 8.42%
▲ 5.70%▼ 0.89%▼ 3.23%
▲ 21.94%▲ 3.81%▼ 1.86%

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
▲ 17.52%
2
Close
Aug 12, 2024
Amazon
▲ 23.95%
5
Close
Aug 12, 2024
AbbVie
▲ 39.61%
4
Close
Aug 12, 2024
Alphabet Class C
5.57%
▲ 10.27%
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
4.51%
▲ 35.09%
1
Open
Aug 12, 2024
Citigroup
5.68%
▲ 19.10%
1
Open
Aug 12, 2024
Dow Inc
3.69%
▼ 14.77%
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
4.9%
▲ 6.98%
1
Open
Apr 14, 2024
Pfizer
4.55%
▲ 0.63%
1
Open
Apr 14, 2024
Starbucks
16.48%
▲ 8.02%
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
1.4%
▼ 5.68%
1
Open
Jul 24, 2023
ChargePoint Holdings
0.06%
▼ 86.93%
1
Open
Jul 22, 2023