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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #11,612 out of 793,704 TipRanks' Investors
Success Rate
77%
257 out of 336
profitable transactions
Average Return
44.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.56%
6-Month Return▲ 10.06%
12-Month Return▲ 19.07%
YTD Return▲ 11.21%
Total Return▲ 74.01%

Best Trade

Opened at
Closed at-
Gain▲ 526.93%

Bio

Income and DGI

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.08%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.91%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.94%
Feb 2025
▲ 3.73%
▼ 4.27%
▲ 1.56%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.17%
▲ 2.93%▲ 2.10%▲ 2.64%
▲ 10.00%▼ 0.89%▼ 2.02%
▲ 26.01%▲ 5.96%▲ 5.08%
▲ 5.33%▼ 2.41%▼ 3.91%
▲ 5.89%▲ 2.69%▲ 4.35%
▼ 12.86%▼ 1.27%▲ 4.94%
▲ 3.73%▼ 4.27%▲ 1.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T Rowe Price
2.14%
▲ 9.59%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 68.91%
10
Sell
Mar 04, 2025
LyondellBasell
4.16%
▲ 18.61%
8
Buy
Mar 01, 2025
Canadian Natural
1.4%
▼ 2.79%
2
Buy
Dec 16, 2024
Solventum Corporation
0%
▲ 15.25%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.23%
▲ 8.37%
9
Buy
Aug 08, 2024
Verizon
2.03%
▲ 30.94%
7
Buy
Jul 22, 2024
Devon Energy
4.16%
▼ 19.96%
4
Buy
Jun 05, 2024
3M
0%
▲ 73.94%
7
Sell
May 29, 2024
VICI Properties
5.76%
▲ 26.42%
9
Buy
May 29, 2024
Agree Realty
5.83%
▲ 38.65%
6
Buy
Apr 17, 2024
Woodside Energy Group
1.34%
▼ 18.18%
4
Buy
Feb 28, 2024
Barrick Gold
3.53%
▲ 14.40%
12
Buy
Feb 15, 2024
LTC Properties
1.58%
▲ 16.25%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 159.74%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
5.32%
▲ 12.62%
7
Buy
Feb 08, 2024
Pinnacle West Capital
4.2%
▲ 48.81%
5
Buy
Jan 24, 2024
Medical Properties
2.8%
▼ 30.51%
14
Buy
Jan 05, 2024
Enbridge
4.01%
▲ 72.69%
8
Buy
Dec 15, 2023
British American Tobacco
7.44%
▲ 49.65%
15
Buy
Dec 07, 2023