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New Portfolio Apr 2024 - New Portfolio

Gustavo Medina

New Portfolio Apr 2024
Individual Investor
Ranked #163,080 out of 747,525 TipRanks' Investors
Success Rate
72%
21 out of 29
profitable transactions
Average Return
5.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.64%
6-Month Return-
12-Month Return-
YTD Return▲ 19.41%
Total Return▲ 19.41%

Best Trade

Opened at
Closed at-
Gain▲ 25.81%

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

23.29%0-23.29%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 3.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 23.29%
▲ 0.88%
▲ 4.61%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▲ 3.43%
▲ 11.46%▲ 5.06%▲ 7.88%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 23.29%▲ 0.88%▲ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The First Of Long Island
12.82%
▲ 25.81%
2
Buy
Jul 19, 2024
Pennantpark Investment
4.56%
▼ 3.07%
2
Buy
Jul 17, 2024
Ellington Residential Mortgage
10.37%
▼ 0.18%
3
Buy
Jul 17, 2024
Frontline
1.77%
▼ 3.22%
2
Buy
Jul 17, 2024
AGNC Investment
4.36%
▲ 2.85%
2
Buy
Jul 13, 2024
Altria Group
10.61%
▲ 5.87%
2
Buy
Jul 13, 2024
Global X Superdividend ETF
9.64%
▲ 1.45%
2
Buy
Jul 13, 2024
Regions Financial
4.71%
▲ 13.88%
2
Buy
Jul 03, 2024
Invesco High Yield Equity Dividend Achievers ETF
8.9%
▲ 6.95%
2
Buy
Jul 02, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
2.69%
▲ 5.07%
2
Buy
Jul 02, 2024
San Juan Basin Royalty
0.86%
▲ 3.33%
2
Buy
Jun 27, 2024
Spok Holdings
3.45%
▲ 11.67%
2
Buy
Jun 25, 2024
Arbor Realty
5.54%
▼ 7.15%
1
Open
Jun 21, 2024
First Interstate Bancsystem
3.29%
▲ 19.89%
1
Open
Jun 21, 2024
British American Tobacco
4.32%
▲ 7.22%
1
Open
Jun 21, 2024
AT&T
12.12%
▲ 13.75%
2
Buy
Jun 09, 2024