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New Portfolio - New Portfolio

PerformancePortfolio Details

Victor B

New Portfolio
Individual Investor
Ranked #99,070 out of 788,374 TipRanks' Investors
Success Rate
58%
132 out of 226
profitable transactions
Average Return
28.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.42%
6-Month Return▲ 18.23%
12-Month Return▲ 36.11%
YTD Return▲ 13.00%
Total Return▲ 20.50%

Best Trade

AssetRolls-Royce (RYCEY)
Opened at
Closed at-
Gain▲ 759.62%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.37%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.43%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.39%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.13%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.73%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 5.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.91%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 4.72%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.37%
▼ 13.14%▲ 2.34%▲ 1.43%
▲ 2.93%▲ 2.10%▲ 2.39%
▲ 9.99%▼ 0.89%▼ 0.13%
▲ 26.03%▲ 5.96%▲ 6.73%
▲ 5.94%▼ 2.41%▼ 5.41%
▲ 5.25%▲ 2.69%▲ 7.91%
▼ 10.49%▼ 0.31%▲ 4.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
C
Citigroup
―
▲ 70.68%
15
Close
Feb 19, 2025
NKE
Nike
1.2%
▲ 3.78%
2
Buy
Feb 08, 2025
ADM
Archer Daniels Midland
0.95%
▲ 4.17%
2
Buy
Feb 08, 2025
ATKR
Atkore International Group
1.72%
▼ 4.85%
1
Open
Feb 08, 2025
PFE
Pfizer
1.38%
▲ 1.66%
1
Open
Feb 08, 2025
GOLD
Barrick Gold
0.24%
▲ 4.62%
10
Buy
Feb 04, 2025
XAU
GoldMoney
―
▼ 10.28%
7
Close
Feb 04, 2025
OXY
Occidental Petroleum
1.98%
▲ 97.53%
11
Open
Feb 04, 2025
BRK.B
Berkshire Hathaway B
1.13%
▲ 48.86%
10
Buy
Feb 04, 2025
NEM
Newmont Mining
0.36%
▼ 4.09%
9
Buy
Feb 04, 2025
DIS
Walt Disney
1.14%
▲ 2.74%
9
Buy
Feb 04, 2025
INTC
Intel
6.51%
▼ 28.41%
11
Buy
Feb 04, 2025
CCL
Carnival
0.11%
▲ 38.07%
14
Buy
Feb 04, 2025
CVS
CVS Health
0.75%
▼ 10.83%
9
Buy
Feb 04, 2025
PYPL
PayPal Holdings
―
▼ 7.88%
7
Close
Feb 04, 2025
XLF
Financial Select Sector SPDR Fund
0.37%
▲ 50.87%
6
Sell
Feb 04, 2025
QQQ
Invesco QQQ Trust
0.34%
▲ 54.35%
9
Buy
Feb 04, 2025
XLE
Energy Select Sector SPDR Fund
0.07%
▲ 33.53%
5
Buy
Feb 04, 2025
SPY
SPDR S&P 500 ETF Trust
2.35%
▲ 39.89%
9
Buy
Feb 04, 2025
SONY
Sony Group
0.1%
▲ 37.85%
4
Sell
Feb 04, 2025