tiprankstipranks

Corporate - New Portfolio

Ricardo samia

Corporate
Individual Investor
Ranked #249,672 out of 769,002 TipRanks' Investors
Success Rate
60%
166 out of 279
profitable transactions
Average Return
2.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.15%
6-Month Return▲ 0.19%
12-Month Return▲ 20.84%
YTD Return▲ 11.81%
Total Return▲ 21.10%

Best Trade

Opened at
Closed at-
Gain▲ 52.74%

Bio

Stand on the Shoulders of Giants

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.57%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.68%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.90%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.15%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.43%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.25%
▲ 11.46%▲ 5.06%▲ 7.57%
▼ 2.25%▲ 3.53%▲ 0.68%
▲ 25.72%▲ 1.21%▲ 1.38%
▼ 4.22%▲ 2.34%▼ 0.90%
▲ 7.82%▲ 2.10%▲ 1.15%
▲ 5.70%▼ 0.89%▼ 5.43%
▲ 21.94%▲ 3.81%▲ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Freedom Blend 2030 Fund Class K
▼ 93.29%
2
Sell
Nov 19, 2024
Kelso Technologies
▼ 99.45%
2
Close
Nov 19, 2024
Tesla Exploration
0.00%
2
Close
Nov 19, 2024
Amazon
2.3%
▲ 15.56%
6
Buy
Nov 18, 2024
Tesla
8.25%
▲ 14.88%
6
Buy
Nov 18, 2024
Black Stone Minerals
6.75%
▼ 12.18%
14
Close
Nov 18, 2024
Ares Capital
▲ 6.62%
5
Close
Oct 25, 2024
Torm
4.52%
▲ 1.76%
10
Buy
Oct 07, 2024
Energy Transfer
▲ 18.55%
6
Close
Oct 02, 2024
Nvidia
▲ 22.63%
12
Close
Sep 27, 2024
Meta Platforms
▲ 20.63%
7
Close
Sep 27, 2024
Taiwan Semiconductor Manufacturing
▲ 18.07%
6
Close
Sep 27, 2024
ARMOUR Residential REIT
5.01%
▼ 1.65%
5
Sell
Sep 12, 2024
AGNC Investment
7.86%
▲ 16.09%
14
Buy
Sep 11, 2024
Coterra Energy
2.6%
▼ 13.69%
9
Close
Sep 06, 2024
Petroleo Brasileiro SA- Petrobras
2.62%
▲ 9.12%
5
Close
Sep 06, 2024
ON Semiconductor
1.19%
▼ 28.56%
2
Close
Sep 06, 2024
Vale SA
5.3%
▼ 11.04%
7
Close
Sep 06, 2024
FS KKR Capital
8.25%
▲ 6.20%
8
Buy
Sep 06, 2024
Alliance Resource
9.61%
▲ 12.10%
9
Buy
Sep 06, 2024