New Portfolio Apr 2023 - New Portfolio

Ricardo Sadir

New Portfolio Apr 2023
Individual Investor
Ranked #25,195 out of 765,504 TipRanks' Investors
Success Rate
91%
50 out of 55
profitable transactions
Average Return
21.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.61%
6-Month Return▲ 15.47%
12-Month Return▲ 50.24%
YTD Return▲ 34.59%
Total Return▲ 56.55%

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
▼ 4.21%
▲ 2.34%
▲ 2.38%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.42%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.29%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 2.28%
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%
▼ 4.21%▲ 2.34%▲ 2.38%
▲ 7.82%▲ 2.10%▲ 8.42%
▲ 6.02%▼ 0.89%▼ 3.29%
▲ 4.77%▲ 3.94%▲ 2.28%

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
5.72%
▲ 10.57%
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
4.13%
▲ 27.42%
1
Open
Aug 12, 2024
Citigroup
5.34%
▲ 20.41%
1
Open
Aug 12, 2024
Dow Inc
3.83%
▼ 6.19%
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
4.45%
▲ 4.30%
1
Open
Apr 14, 2024
Pfizer
4.74%
▲ 8.71%
1
Open
Apr 14, 2024
Starbucks
15.07%
▲ 4.97%
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
1.66%
▲ 13.31%
1
Open
Jul 24, 2023
ChargePoint Holdings
0.06%
▼ 85.37%
1
Open
Jul 22, 2023