RoeF.M PORTFOLIO - New Portfolio

Investor RoeFM

RoeF.M PORTFOLIO
Individual Investor
Ranked #279,806 out of 764,406 TipRanks' Investors
Success Rate
54%
70 out of 130
profitable transactions
Average Return
5.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.58%
6-Month Return▲ 9.58%
12-Month Return-
YTD Return▲ 13.52%
Total Return▲ 13.52%

Best Trade

Opened at
Closed at-
Gain▲ 56.30%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 4.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.21%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.89%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.74%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.04%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 4.30%
▼ 12.40%▼ 4.03%▼ 2.15%
▲ 11.46%▲ 5.06%▲ 6.21%
▼ 2.25%▲ 3.53%▼ 1.64%
▲ 25.72%▲ 1.21%▼ 1.89%
▼ 4.21%▲ 2.34%▲ 3.42%
▲ 7.82%▲ 2.10%▲ 3.74%
▲ 6.02%▼ 0.89%▼ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Digital Value SpA
0.08%
▼ 17.47%
2
Buy
Oct 24, 2024
PDD Holdings
0.46%
▲ 1.74%
4
Buy
Oct 23, 2024
Berkshire Hathaway A
86.84%
▼ 0.81%
1
Open
Oct 10, 2024
Unidata S.P.A.
0.01%
▼ 4.34%
1
Open
Sep 25, 2024
Conocophillips
0.41%
▲ 3.60%
1
Open
Sep 25, 2024
General Dynamics
0.38%
▼ 2.88%
1
Open
Sep 25, 2024
Nike
0.2%
▼ 4.75%
1
Open
Sep 19, 2024
Stellantis
▼ 36.15%
4
Close
Sep 12, 2024
Occidental Petroleum
0.16%
▼ 1.09%
1
Open
Sep 11, 2024
Italian Sea Group S.p.A.
0.17%
▼ 10.58%
15
Buy
Sep 05, 2024
Taiwan Semiconductor Manufacturing
1.24%
▲ 25.23%
5
Buy
Sep 03, 2024
Global Ship Lease
0.11%
▼ 4.83%
2
Buy
Sep 03, 2024
Nvidia
2.17%
▲ 20.24%
8
Buy
Aug 30, 2024
Amazon
0.63%
▲ 8.83%
5
Buy
Aug 28, 2024
UniCredit SpA
0.29%
▲ 19.65%
6
Buy
Aug 23, 2024
Prada SpA
▼ 9.29%
3
Close
Aug 23, 2024
SmartCraft ASA Class A
0.01%
▲ 0.03%
2
Buy
Aug 23, 2024
Acushnet Holdings
0.2%
▼ 9.08%
2
Buy
Aug 23, 2024
General Mills
▲ 2.98%
3
Close
Aug 22, 2024
Starbucks
0.38%
▲ 5.37%
2
Buy
Aug 22, 2024