Global Div - New Portfolio

Joseph Diorio

Global Div
Individual Investor
Ranked #333,430 out of 758,358 TipRanks' Investors
Success Rate
55%
29 out of 53
profitable transactions
Average Return
0.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.11%
6-Month Return-
12-Month Return-
YTD Return▼ 4.98%
Total Return▼ 4.98%

Best Trade

Opened at
Closed at-
Gain▲ 30.95%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 5.86%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 2.68%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%▼ 1.70%
▼ 4.21%▲ 2.34%▼ 5.86%
▲ 7.84%▲ 1.66%▲ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Live Oak Bancshares
▼ 1.92%
2
Close
Sep 26, 2024
Aris Water Solutions
▲ 10.02%
2
Close
Sep 25, 2024
Fidelis Insurance Holdings Ltd.
▲ 1.24%
2
Close
Sep 25, 2024
Costamare
3.14%
0.00%
1
Open
Sep 25, 2024
Novo Nordisk
▼ 4.68%
2
Close
Sep 23, 2024
Vistra Energy
4.94%
▲ 10.45%
4
Buy
Sep 23, 2024
Jackson Financial Incorporation
4.48%
▲ 4.24%
2
Buy
Sep 23, 2024
Loma Negra Compania Industrial Argentina Sociedad Anonima
▼ 4.69%
2
Close
Sep 23, 2024
Vertiv Holdings
3.63%
▲ 4.86%
1
Open
Sep 23, 2024
iShares 0-3 Month Treasury Bond ETF
▲ 0.94%
2
Close
Sep 20, 2024
iShares Floating Rate Bond ETF
▲ 0.96%
2
Close
Sep 20, 2024
Teekay Tankers
▼ 14.62%
2
Close
Sep 20, 2024
Adecoagro SA
3.14%
▼ 1.69%
3
Open
Sep 20, 2024
WisdomTree Floating Rate Treasury Fund
▲ 0.34%
3
Close
Sep 20, 2024
Alibaba
4.73%
▲ 8.12%
1
Open
Sep 20, 2024
Caterpillar
3.52%
▲ 2.56%
1
Open
Sep 20, 2024
Cabot
3.02%
▼ 1.80%
1
Open
Sep 20, 2024
Apple
4.1%
▼ 0.80%
1
Open
Sep 20, 2024
Applied Industrial Technologies
3.6%
▲ 0.65%
1
Open
Sep 20, 2024
Granite Construction
3.56%
▼ 0.67%
1
Open
Sep 20, 2024