New Portfolio - New Portfolio

Roberto

New Portfolio
Individual Investor
Ranked #39,444 out of 748,869 TipRanks' Investors
Success Rate
67%
147 out of 218
profitable transactions
Average Return
23.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▲ 15.44%
12-Month Return▲ 25.45%
YTD Return▲ 14.14%
Total Return▲ 72.42%

Best Trade

Opened at
Closed at-
Gain▲ 404.36%

Bio

Roberto’s (from Italy) USD stocks portfolio

Performance

25.16%0-25.16%
▲ 5.14%
▲ 4.57%
▲ 5.29%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.91%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.43%
Jun 2024
▲ 25.16%
▲ 0.04%
▲ 6.69%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.29%
▼ 1.87%▲ 1.59%▼ 2.56%
▲ 14.08%▲ 5.22%▲ 5.05%
▲ 5.05%▲ 3.27%▲ 3.54%
▼ 12.40%▼ 4.03%▼ 4.91%
▲ 11.46%▲ 5.06%▲ 4.67%
▼ 2.25%▲ 3.53%▲ 1.43%
▲ 25.16%▲ 0.04%▲ 6.69%

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.
5.03%
▲ 14.95%
4
Buy
May 12, 2024
Pinterest
1.04%
▼ 10.06%
6
Sell
May 12, 2024
Okta
2.07%
▼ 20.14%
4
Buy
May 12, 2024
Brookfield Corporation
5.23%
▲ 23.82%
11
Buy
May 12, 2024
Bristol-Myers Squibb
8.38%
▼ 0.13%
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
1.57%
▼ 21.54%
1
Open
May 12, 2024
Solventum Corporation
0.32%
▼ 8.73%
1
Open
May 12, 2024
Brookfield Asset Management Ltd. Class A
1.56%
▲ 7.48%
1
Open
May 12, 2024
Net Lease Office Properties
0.14%
▲ 19.79%
1
Open
May 12, 2024
Ardmore Shipping
2.27%
▼ 1.46%
1
Open
May 12, 2024
Comcast
0%
▲ 0.79%
1
Open
May 12, 2024
American Tower
3.55%
▲ 16.48%
1
Open
May 12, 2024
Twilio
1.63%
▼ 5.45%
1
Open
May 12, 2024
Realty Income
4.88%
▲ 3.97%
4
Open
Jan 23, 2024
Spirit Realty Capital
▲ 10.53%
2
Close
Jan 23, 2024