tiprankstipranks

New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #29,796 out of 775,913 TipRanks' Investors
Success Rate
71%
238 out of 334
profitable transactions
Average Return
32.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.55%
6-Month Return▲ 10.41%
12-Month Return▲ 12.47%
YTD Return▲ 11.29%
Total Return▲ 54.86%

Best Trade

Opened at
Closed at-
Gain▲ 448.23%

Bio

Income and DGI

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.36%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.95%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.90%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.08%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 5.02%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.36%
▼ 2.25%▲ 3.53%▼ 3.95%
▲ 25.71%▲ 1.21%▲ 7.96%
▼ 4.22%▲ 2.34%▲ 2.17%
▲ 7.82%▲ 2.10%▲ 2.64%
▲ 5.38%▼ 0.89%▼ 1.90%
▲ 43.22%▲ 5.96%▲ 5.08%
▼ 5.24%▼ 2.73%▼ 5.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Natural
1.46%
▼ 8.33%
2
Buy
Dec 16, 2024
LyondellBasell
3.63%
▲ 23.70%
7
Buy
Nov 29, 2024
Solventum Corporation
0%
▲ 2.00%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.02%
▼ 7.32%
9
Buy
Aug 08, 2024
Verizon
1.97%
▲ 12.51%
7
Buy
Jul 22, 2024
Devon Energy
3.8%
▼ 33.70%
4
Buy
Jun 05, 2024
3M
0%
▲ 50.74%
7
Sell
May 29, 2024
VICI Properties
5.69%
▲ 12.64%
9
Buy
May 29, 2024
Agree Realty
5.9%
▲ 26.67%
6
Buy
Apr 17, 2024
Woodside Energy Group
1.46%
▼ 21.37%
4
Buy
Feb 28, 2024
Barrick Gold
3.06%
▼ 10.09%
12
Buy
Feb 15, 2024
LTC Properties
1.73%
▲ 14.22%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 122.86%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
5.67%
▲ 8.42%
7
Buy
Feb 08, 2024
Pinnacle West Capital
4.2%
▲ 34.51%
5
Buy
Jan 24, 2024
Medical Properties
1.91%
▼ 57.38%
14
Buy
Jan 05, 2024
Enbridge
4.09%
▲ 58.72%
8
Buy
Dec 15, 2023
T Rowe Price
2.3%
▲ 28.90%
6
Buy
Dec 15, 2023
British American Tobacco
7.16%
▲ 31.66%
15
Buy
Dec 07, 2023
Walgreens Boots Alliance
0%
▼ 69.99%
9
Sell
Nov 30, 2023