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Portafolio Apr 2024 - New Portfolio

Gustavo Medina Narbona

Portafolio Apr 2024
Individual Investor
Ranked #244,747 out of 790,761 TipRanks' Investors
Success Rate
57%
77 out of 136
profitable transactions
Average Return
5.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 6.85%
12-Month Return-
YTD Return▲ 5.18%
Total Return▲ 30.07%

Best Trade

Opened at
Closed at-
Gain▲ 72.89%

Bio

Nicaraguan entrepreneur. Libertarian, Value Investor. Running a Personal Retirement Fund for inherit. 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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.18%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.42%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.26%
Feb 2025
▲ 9.96%
▼ 3.07%
▲ 0.42%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.46%
▲ 2.93%▲ 2.10%▲ 2.59%
▲ 10.00%▼ 0.89%▼ 2.42%
▲ 26.01%▲ 5.96%▲ 4.69%
▲ 5.96%▼ 2.41%▼ 3.18%
▲ 5.25%▲ 2.69%▲ 2.42%
▼ 12.86%▼ 1.27%▲ 2.26%
▲ 9.96%▼ 3.07%▲ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Companhia Energetica Minas Gerais
0.55%
▲ 2.78%
4
Buy
Feb 28, 2025
British American Tobacco
7.11%
▲ 11.20%
11
Buy
Feb 27, 2025
Global X Superdividend ETF
▲ 0.08%
7
Close
Feb 24, 2025
First Interstate Bancsystem
1.05%
▼ 0.20%
4
Buy
Feb 21, 2025
AGNC Investment
2.91%
▼ 3.82%
20
Buy
Feb 13, 2025
Pennantpark Investment
9.05%
▲ 7.58%
13
Buy
Feb 13, 2025
Rithm Capital
0.12%
▼ 3.02%
7
Open
Feb 07, 2025
SoFi Technologies
0.88%
▼ 14.93%
1
Open
Feb 06, 2025
Ford Motor
2.25%
▼ 3.77%
4
Buy
Jan 31, 2025
Ellington Residential Mortgage
0.04%
▼ 2.15%
11
Open
Jan 28, 2025
Petroleo Brasileiro SA- Petrobras
2.75%
▼ 5.66%
3
Buy
Jan 27, 2025
Altria Group
30.8%
▲ 18.33%
8
Buy
Jan 14, 2025
AT&T
23.35%
▲ 36.05%
11
Buy
Jan 10, 2025
Regions Financial
1.96%
▲ 5.91%
4
Buy
Jan 05, 2025
Spok Holdings
1.21%
▲ 12.51%
4
Buy
Dec 11, 2024
Pfizer
3.77%
▼ 0.96%
2
Buy
Dec 03, 2024
Arbor Realty
4.4%
▼ 10.30%
7
Buy
Nov 29, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
1.62%
▲ 8.73%
5
Buy
Nov 26, 2024
San Juan Basin Royalty
▼ 4.00%
4
Close
Sep 30, 2024
Frontline
▼ 5.13%
3
Close
Sep 30, 2024