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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #20,968 out of 769,002 TipRanks' Investors
Success Rate
75%
248 out of 332
profitable transactions
Average Return
37.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.82%
6-Month Return▲ 8.94%
12-Month Return▲ 21.09%
YTD Return▲ 13.97%
Total Return▲ 58.65%

Best Trade

Opened at
Closed at-
Gain▲ 452.87%

Bio

Income and DGI

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.15%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.48%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.78%
▲ 11.46%▲ 5.06%▲ 2.37%
▼ 2.25%▲ 3.53%▼ 3.95%
▲ 25.72%▲ 1.21%▲ 7.96%
▼ 4.22%▲ 2.34%▲ 2.16%
▲ 7.82%▲ 2.10%▲ 2.64%
▲ 5.70%▼ 0.89%▼ 2.15%
▲ 23.63%▲ 3.84%▲ 2.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LyondellBasell
3.06%
▲ 42.84%
6
Buy
Nov 04, 2024
Canadian Natural
0.8%
▼ 1.37%
1
Open
Nov 02, 2024
Solventum Corporation
0%
▲ 4.38%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
3.94%
▼ 3.32%
9
Buy
Aug 08, 2024
Verizon
1.96%
▲ 18.97%
7
Buy
Jul 22, 2024
Devon Energy
4.47%
▼ 18.01%
4
Buy
Jun 05, 2024
3M
0%
▲ 49.06%
7
Sell
May 29, 2024
VICI Properties
5.98%
▲ 23.91%
9
Buy
May 29, 2024
Agree Realty
6.06%
▲ 38.10%
6
Buy
Apr 17, 2024
Woodside Energy Group
1.5%
▼ 15.48%
4
Buy
Feb 28, 2024
Barrick Gold
3.35%
▲ 3.90%
12
Buy
Feb 15, 2024
LTC Properties
1.79%
▲ 24.31%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 112.94%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
5.38%
▲ 9.46%
7
Buy
Feb 08, 2024
Pinnacle West Capital
4.33%
▲ 45.33%
5
Buy
Jan 24, 2024
Medical Properties
1.96%
▼ 53.88%
14
Buy
Jan 05, 2024
Enbridge
4.02%
▲ 64.17%
8
Buy
Dec 15, 2023
T Rowe Price
2.18%
▲ 29.06%
6
Buy
Dec 15, 2023
British American Tobacco
6.84%
▲ 31.97%
15
Buy
Dec 07, 2023
Walgreens Boots Alliance
0%
▼ 74.11%
9
Sell
Nov 30, 2023