New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #20,441 out of 749,513 TipRanks' Investors
Success Rate
74%
242 out of 329
profitable transactions
Average Return
29.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.24%
6-Month Return▲ 13.73%
12-Month Return▲ 3.96%
YTD Return▲ 8.67%
Total Return▲ 51.27%

Best Trade

Opened at
Closed at-
Gain▲ 310.50%

Bio

Income and DGI

Performance

22.69%0-22.69%
▲ 5.14%
▲ 4.57%
▲ 4.27%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.24%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.95%
Jun 2024
▲ 22.69%
▼ 0.41%
▲ 8.24%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.27%
▼ 1.87%▲ 1.59%▼ 4.45%
▲ 14.08%▲ 5.22%▲ 3.24%
▲ 5.05%▲ 3.27%▲ 6.47%
▼ 12.40%▼ 4.03%▼ 2.78%
▲ 11.46%▲ 5.06%▲ 2.37%
▼ 2.25%▲ 3.53%▼ 3.95%
▲ 22.69%▼ 0.41%▲ 8.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
2.02%
▲ 12.82%
7
Buy
Jul 22, 2024
Devon Energy
5.86%
▼ 2.24%
4
Buy
Jun 05, 2024
3M
0%
▲ 46.22%
7
Sell
May 29, 2024
VICI Properties
6.23%
▲ 19.65%
9
Buy
May 29, 2024
Agree Realty
5.85%
▲ 23.70%
6
Buy
Apr 17, 2024
Solventum Corporation
0.35%
▼ 10.03%
1
Open
Apr 09, 2024
Woodside Energy Group
1.82%
▼ 10.31%
4
Buy
Feb 28, 2024
Barrick Gold
3.69%
▲ 4.84%
12
Buy
Feb 15, 2024
LTC Properties
1.78%
▲ 13.18%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 135.20%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
4.74%
▼ 8.27%
7
Buy
Feb 08, 2024
Pinnacle West Capital
4.27%
▲ 32.50%
5
Buy
Jan 24, 2024
Medical Properties
2.4%
▼ 46.75%
14
Buy
Jan 05, 2024
W. P. Carey Inc.
2.88%
▲ 1.84%
8
Buy
Dec 28, 2023
Enbridge
3.73%
▲ 38.22%
8
Buy
Dec 15, 2023
T Rowe Price
2.28%
▲ 23.96%
6
Buy
Dec 15, 2023
British American Tobacco
7.11%
▲ 24.91%
15
Buy
Dec 07, 2023
Walgreens Boots Alliance
0%
▼ 63.78%
9
Sell
Nov 30, 2023
AT&T
0%
▲ 12.52%
13
Sell
Nov 30, 2023
Unum Group
0%
▲ 193.15%
7
Sell
Nov 30, 2023