tiprankstipranks

Portfolio TS - New Portfolio

Thobias Silva

Portfolio TS
Individual Investor
Ranked #130,568 out of 747,498 TipRanks' Investors
Success Rate
64%
139 out of 219
profitable transactions
Average Return
4.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.46%
6-Month Return▲ 23.03%
12-Month Return-
YTD Return▲ 23.63%
Total Return▲ 23.63%

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

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.25%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.16%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.10%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.58%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.06%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.01%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▲ 5.25%
▲ 14.08%▲ 5.22%▲ 11.16%
▲ 5.05%▲ 3.27%▲ 5.10%
▼ 12.40%▼ 4.03%▼ 5.85%
▲ 11.46%▲ 5.06%▲ 1.58%
▼ 2.25%▲ 3.53%▲ 2.06%
▲ 25.65%▲ 0.88%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
1.83%
▲ 27.89%
23
Sell
Jul 17, 2024
iShares Core S&P 500 ETF
49.3%
▲ 5.83%
18
Sell
Jul 17, 2024
Invesco QQQ Trust
4.24%
▲ 4.76%
3
Sell
Jul 17, 2024
AT&T
1.1%
▲ 5.76%
2
Sell
Jul 17, 2024
Vanguard Total International Bond ETF
2.44%
▲ 0.47%
2
Sell
Jul 15, 2024
Nu Holdings
0.34%
▲ 14.46%
6
Sell
Jul 10, 2024
GlaxoSmithKline
2.01%
▼ 4.84%
2
Sell
Jul 10, 2024
iShares TIPS Bond ETF
8.22%
▲ 0.60%
2
Buy
Jul 10, 2024
Dollar Tree
0.54%
▼ 1.43%
2
Buy
Jul 10, 2024
iShares Core U.S. Aggregate Bond ETF
5%
▲ 0.49%
2
Buy
Jul 10, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
0.33%
▲ 0.74%
2
Buy
Jul 10, 2024
iShares Core Global Aggregate Bond UCITS ETF
0.03%
▲ 0.85%
1
Open
Jul 10, 2024
iShares iBoxx $ High Yield Corporate Bond ETF
1.49%
▲ 0.62%
1
Open
Jul 10, 2024
Oracle
1.41%
▲ 13.71%
6
Sell
Jun 25, 2024
Coinbase Global
0.33%
▲ 12.75%
22
Sell
Jun 21, 2024
Toyota Motor
1.26%
▼ 2.37%
4
Sell
Jun 21, 2024
Dell Technologies
1.44%
▼ 10.10%
6
Sell
Jun 19, 2024
Halozyme
0.21%
▲ 21.15%
6
Sell
Jun 19, 2024
International Paper Co
0.29%
▲ 1.80%
1
Open
Jun 12, 2024
Conocophillips
0.15%
▼ 2.72%
3
Sell
Jun 07, 2024