New Portfolio - New Portfolio

Roberto

New Portfolio
Individual Investor
Ranked #32,078 out of 764,637 TipRanks' Investors
Success Rate
70%
153 out of 218
profitable transactions
Average Return
28.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.26%
6-Month Return▲ 20.17%
12-Month Return▲ 36.89%
YTD Return▲ 24.96%
Total Return▲ 88.77%

Best Trade

Opened at
Closed at-
Gain▲ 500.94%

Bio

Roberto’s (from Italy) USD stocks portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.91%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.43%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.60%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.71%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.42%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.91%
▲ 11.46%▲ 5.06%▲ 4.67%
▼ 2.25%▲ 3.53%▲ 1.43%
▲ 25.72%▲ 1.21%▲ 5.83%
▼ 4.21%▲ 2.34%▲ 4.22%
▲ 7.82%▲ 2.10%▲ 5.60%
▲ 6.02%▼ 0.89%▲ 0.71%
▼ 2.13%▲ 0.42%▼ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fulgent Genetics
▼ 67.62%
4
Close
May 12, 2024
Paramount Global Class B
▲ 34.43%
7
Close
May 12, 2024
W. P. Carey Inc.
4.21%
▲ 8.81%
4
Buy
May 12, 2024
Pinterest
0.82%
▼ 17.25%
6
Sell
May 12, 2024
Okta
1.49%
▼ 29.79%
4
Buy
May 12, 2024
Brookfield Corporation
5.46%
▲ 31.23%
11
Buy
May 12, 2024
Bristol-Myers Squibb
8.44%
▲ 8.74%
5
Buy
May 12, 2024
Annaly Capital
▲ 10.37%
3
Close
May 12, 2024
T Rowe Price
▲ 7.01%
2
Close
May 12, 2024
Warner Bros
▼ 39.63%
2
Close
May 12, 2024
GigaCloud Technology, Inc. Class A
1.15%
▼ 37.35%
1
Open
May 12, 2024
Solventum Corporation
0.37%
▲ 14.76%
1
Open
May 12, 2024
Brookfield Asset Management Ltd. Class A
1.86%
▲ 37.07%
1
Open
May 12, 2024
Net Lease Office Properties
0.14%
▲ 25.58%
1
Open
May 12, 2024
Ardmore Shipping
1.41%
▼ 31.23%
1
Open
May 12, 2024
Comcast
0%
▲ 11.45%
1
Open
May 12, 2024
American Tower
3.23%
▲ 15.98%
1
Open
May 12, 2024
Twilio
2.22%
▲ 36.31%
1
Open
May 12, 2024
Realty Income
4.57%
▲ 6.14%
4
Open
Jan 23, 2024
Spirit Realty Capital
▲ 10.53%
2
Close
Jan 23, 2024