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Portafolio Apr 2024 - New Portfolio

Gustavo Medina

Portafolio Apr 2024
Individual Investor
Ranked #262,799 out of 769,002 TipRanks' Investors
Success Rate
57%
55 out of 96
profitable transactions
Average Return
4.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.79%
6-Month Return▲ 17.09%
12-Month Return-
YTD Return▲ 25.48%
Total Return▲ 25.48%

Best Trade

Opened at
Closed at-
Gain▲ 41.91%

Bio

Nicaraguan entrepreneur. Value Investor. Creating a Personal Retirement Fund for inherit. Investing Principles: Growing, Undervalued, niche is possible, low debt, Medium P/E Ratio (8-12), Low beta (about 1.00 or less) and must pay dividends.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 3.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.66%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 3.43%
▲ 11.46%▲ 5.06%▲ 7.88%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 25.72%▲ 1.21%▲ 6.27%
▼ 4.22%▲ 2.34%▲ 0.46%
▲ 7.82%▲ 2.10%▲ 2.59%
▲ 5.70%▼ 0.89%▼ 2.24%
▲ 23.63%▲ 3.84%▲ 2.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
First Interstate Bancsystem
1.51%
▲ 16.04%
3
Buy
Nov 16, 2024
Global X Superdividend ETF
3.91%
▼ 1.27%
5
Buy
Nov 15, 2024
AGNC Investment
14.72%
▼ 2.66%
15
Buy
Nov 14, 2024
Ford Motor
0.17%
▼ 3.07%
1
Open
Nov 14, 2024
British American Tobacco
2.67%
▲ 4.86%
6
Buy
Nov 11, 2024
AT&T
14.58%
▲ 14.55%
9
Buy
Nov 05, 2024
Pennantpark Investment
7.99%
▲ 2.68%
8
Buy
Nov 05, 2024
Rithm Capital
8.61%
▼ 6.32%
5
Buy
Nov 05, 2024
Arbor Realty
6.38%
▲ 4.04%
6
Buy
Oct 28, 2024
Regions Financial
2.93%
▲ 28.25%
3
Buy
Oct 23, 2024
Altria Group
14.92%
▲ 14.11%
6
Buy
Oct 12, 2024
San Juan Basin Royalty
▼ 4.00%
4
Close
Sep 30, 2024
Frontline
▼ 5.13%
3
Close
Sep 30, 2024
Ellington Residential Mortgage
5.9%
▼ 2.43%
7
Buy
Sep 27, 2024
Spok Holdings
1.44%
▲ 12.25%
3
Buy
Sep 17, 2024
Invesco High Yield Equity Dividend Achievers ETF
7.86%
▲ 9.16%
4
Buy
Sep 17, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
2.03%
▲ 9.51%
4
Buy
Sep 17, 2024
Pfizer
4.38%
▼ 15.77%
1
Open
Sep 15, 2024
The First Of Long Island
▲ 7.81%
6
Close
Sep 09, 2024