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Portafolio Apr 2024 - New Portfolio

Gustavo Medina

Portafolio Apr 2024
Individual Investor
Ranked #393,234 out of 775,923 TipRanks' Investors
Success Rate
49%
52 out of 106
profitable transactions
Average Return
2.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.46%
6-Month Return▲ 10.96%
12-Month Return-
YTD Return▲ 24.24%
Total Return▲ 24.24%

Best Trade

Opened at
Closed at-
Gain▲ 41.41%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.60%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.75%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.96%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.88%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 25.71%▲ 1.21%▲ 6.27%
▼ 4.22%▲ 2.34%▲ 0.46%
▲ 7.82%▲ 2.10%▲ 2.60%
▲ 5.38%▼ 0.89%▼ 2.24%
▲ 43.22%▲ 5.96%▲ 4.75%
▲ 3.34%▼ 1.56%▼ 2.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X Superdividend ETF
3.73%
▼ 5.53%
6
Buy
Dec 13, 2024
AGNC Investment
14.47%
▼ 3.38%
16
Buy
Dec 11, 2024
Spok Holdings
1.45%
▲ 8.24%
4
Buy
Dec 11, 2024
Pennantpark Investment
8.06%
▲ 3.71%
9
Buy
Dec 03, 2024
Pfizer
4.65%
▼ 3.92%
2
Buy
Dec 03, 2024
Ford Motor
1.08%
▼ 9.72%
2
Buy
Dec 02, 2024
AT&T
15.3%
▲ 12.56%
10
Buy
Nov 29, 2024
Arbor Realty
6.18%
▼ 2.61%
7
Buy
Nov 29, 2024
Ellington Residential Mortgage
5.88%
▼ 2.79%
8
Buy
Nov 27, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
1.94%
▲ 3.28%
5
Buy
Nov 26, 2024
First Interstate Bancsystem
1.45%
▲ 13.43%
3
Buy
Nov 16, 2024
British American Tobacco
2.62%
▲ 4.61%
6
Buy
Nov 11, 2024
Rithm Capital
8.73%
▼ 3.67%
5
Buy
Nov 05, 2024
Regions Financial
2.61%
▲ 17.17%
3
Buy
Oct 23, 2024
Altria Group
14.35%
▲ 9.75%
6
Buy
Oct 12, 2024
San Juan Basin Royalty
▼ 4.00%
4
Close
Sep 30, 2024
Frontline
▼ 5.13%
3
Close
Sep 30, 2024
Invesco High Yield Equity Dividend Achievers ETF
7.51%
▲ 5.60%
4
Buy
Sep 17, 2024
The First Of Long Island
▲ 7.81%
6
Close
Sep 09, 2024