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Portfolio TS - New Portfolio

Thobias Silva

Portfolio TS
Individual Investor
Ranked #134,877 out of 769,002 TipRanks' Investors
Success Rate
65%
189 out of 290
profitable transactions
Average Return
6.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.57%
6-Month Return▲ 8.64%
12-Month Return-
YTD Return▲ 30.29%
Total Return▲ 30.29%

Best Trade

Opened at
Closed at
Gain▲ 100.36%

Bio

The investment aims at long-term capital growth. I invest primarily in equity securities of US companies that I consider to have an attractive valuation.The portfolio is diversified by sector.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.58%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.02%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.94%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.21%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.54%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.85%
▲ 11.46%▲ 5.06%▲ 1.58%
▼ 2.25%▲ 3.53%▲ 2.02%
▲ 25.72%▲ 1.21%▲ 4.07%
▼ 4.22%▲ 2.34%▲ 2.94%
▲ 7.82%▲ 2.10%▲ 1.21%
▲ 5.70%▼ 0.89%▼ 1.54%
▲ 21.94%▲ 3.81%▲ 1.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
3.36%
▲ 43.16%
10
Buy
Nov 14, 2024
Jacobs Solutions
0.47%
▲ 13.43%
14
Sell
Nov 07, 2024
JPMorgan Chase & Co.
4.28%
▲ 23.53%
10
Sell
Nov 07, 2024
SPDR S&P Regional Banking ETF
1.16%
▲ 27.38%
9
Sell
Nov 07, 2024
Coinbase Global
1.03%
▲ 14.13%
26
Sell
Nov 07, 2024
Conocophillips
0.39%
▲ 0.41%
5
Sell
Nov 07, 2024
iShares TIPS Bond ETF
3.76%
▲ 0.96%
6
Sell
Nov 07, 2024
Vanguard Total International Bond ETF
1.74%
▲ 2.06%
7
Sell
Nov 07, 2024
SPDR Dow Jones Industrial Average ETF Trust
7.67%
▲ 1.22%
2
Sell
Nov 07, 2024
iShares Core S&P 500 ETF
10.42%
▲ 10.27%
29
Sell
Nov 06, 2024
Invesco QQQ Trust
8.82%
▲ 8.79%
9
Sell
Nov 06, 2024
iShares Cybersecurity & Tech ETF
1.57%
▲ 8.49%
12
Sell
Oct 28, 2024
Brookfield Wealth Solutions
1.81%
▲ 35.55%
11
Sell
Oct 28, 2024
Caterpillar
5.45%
▲ 7.51%
7
Sell
Oct 28, 2024
Realty Income
0.8%
▲ 4.70%
5
Sell
Oct 28, 2024
Deere
6.12%
▲ 10.45%
3
Sell
Oct 28, 2024
AT&T
0.32%
▲ 21.56%
8
Sell
Oct 28, 2024
International Paper Co
0.83%
▲ 33.43%
2
Sell
Oct 28, 2024
iShares Core U.S. Aggregate Bond ETF
3.42%
▲ 0.10%
6
Sell
Oct 22, 2024
iShares iBoxx $ High Yield Corporate Bond ETF
2.78%
▲ 4.04%
5
Sell
Oct 22, 2024