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New Portfolio fltx - New Portfolio

PerformancePortfolio Details

Parom

New Portfolio fltx
Individual Investor
Ranked #24,411 out of 781,107 TipRanks' Investors
Success Rate
73%
243 out of 334
profitable transactions
Average Return
38.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.83%
6-Month Return▲ 9.10%
12-Month Return▲ 21.29%
YTD Return▲ 3.39%
Total Return▲ 61.71%

Best Trade

AssetUnum Group (UNM)
Opened at
Closed at-
Gain▲ 470.84%

Bio

Income and DGI

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.95%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.97%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.03%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.95%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.39%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.95%
▲ 8.13%▲ 1.21%▲ 7.97%
▼ 13.14%▲ 2.34%▲ 2.17%
▲ 2.93%▲ 2.10%▲ 2.64%
▲ 10.00%▼ 0.89%▼ 2.03%
▲ 26.04%▲ 5.96%▲ 5.08%
▲ 5.93%▼ 2.41%▼ 3.95%
▲ 6.90%▲ 1.96%▲ 3.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CNQ
Canadian Natural
1.5%
▼ 3.56%
2
Buy
Dec 16, 2024
LYB
LyondellBasell
3.67%
▲ 30.09%
7
Buy
Nov 29, 2024
SOLV
Solventum Corporation
0%
▲ 12.19%
2
Sell
Sep 10, 2024
WPC
W. P. Carey Inc.
4.03%
▼ 3.13%
9
Buy
Aug 08, 2024
VZ
Verizon
1.84%
▲ 12.94%
7
Buy
Jul 22, 2024
DVN
Devon Energy
4.33%
▼ 18.23%
4
Buy
Jun 05, 2024
MMM
3M
0%
▲ 64.44%
7
Sell
May 29, 2024
VICI
VICI Properties
5.71%
▲ 14.83%
9
Buy
May 29, 2024
ADC
Agree Realty
5.87%
▲ 31.24%
6
Buy
Apr 17, 2024
WDS
Woodside Energy Group
1.54%
▼ 15.42%
4
Buy
Feb 28, 2024
GOLD
Barrick Gold
3.02%
▼ 6.95%
12
Buy
Feb 15, 2024
LTC
LTC Properties
1.67%
▲ 14.35%
10
Buy
Feb 08, 2024
ABBV
AbbVie
0%
▲ 119.81%
6
Sell
Feb 08, 2024
BMY
Bristol-Myers Squibb
5.38%
▲ 7.63%
7
Buy
Feb 08, 2024
PNW
Pinnacle West Capital
4.15%
▲ 37.17%
5
Buy
Jan 24, 2024
MPW
Medical Properties
2.04%
▼ 54.84%
14
Buy
Jan 05, 2024
ENB
Enbridge
4.28%
▲ 70.77%
8
Buy
Dec 15, 2023
TROW
T Rowe Price
2.15%
▲ 26.46%
6
Buy
Dec 15, 2023
BTI
British American Tobacco
6.93%
▲ 31.88%
15
Buy
Dec 07, 2023
WBA
Walgreens Boots Alliance
0%
▼ 60.66%
9
Sell
Nov 30, 2023