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New Portfolio - New Portfolio
Conzilio Sodano
New PortfolioIndividual Investor
Ranked #73,092 out of 761,825 TipRanks' Investors
Success Rate
155 out of 242
profitable transactions
profitable transactions
Average Return
21.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.70%
6-Month Return▲ 10.89%
12-Month Return▲ 8.60%
YTD Return▼ 0.70%
Total Return▲ 120.99%
Best Trade
Bio
This is a a representation of my stock holdings. I have a fair amount of equity in my home am debt free and live cheap. I have another additional realestate holdings that are paid for.
Performance
25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▼ 0.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.38%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.03%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.56%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 10.14%
▲ 1.49%
▲ 0.60%
Oct 2024
▲ 5.05%▲ 3.27%▼ 0.47%
▼ 12.40%▼ 4.03%▼ 11.17%
▲ 11.46%▲ 5.06%▲ 0.73%
▼ 2.25%▲ 3.53%▲ 0.38%
▲ 25.72%▲ 1.21%▲ 8.03%
▼ 4.21%▲ 2.34%▲ 0.56%
▲ 7.81%▲ 2.10%▼ 0.30%
▲ 10.14%▲ 1.49%▲ 0.60%
Recent Activity
PIMCO Funds Real Return Fund Institutional Class
0.99%
▼ 2.18%
5
Buy
May 15, 2024
JB Hunt
66.04%
▲ 9.98%
21
Sell
May 15, 2024
EuroPacific Growth Fund Cl R-6
1.75%
▲ 17.49%
5
Buy
May 15, 2024
PIMCO Income Fund Insti Class
1.05%
▲ 0.39%
5
Buy
May 15, 2024
PGIM Total Return Bond Fund Class R6
1.79%
▼ 4.31%
5
Buy
May 15, 2024
Principal Fds, Inc. SmallCap Growth Fd I, Insti Cl
2.02%
▲ 17.55%
7
Buy
May 15, 2024
Alphabet Class A
―
▲ 150.87%
7
Close
May 15, 2024
MFS Global Real Estate Fund Class R6
2.62%
▲ 11.31%
6
Buy
May 15, 2024
Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share
6.17%
▼ 7.38%
9
Buy
May 15, 2024
Vanguard Index Trust Mid-Cap Index Fund Institutional Shares
2.18%
▲ 36.69%
5
Buy
May 15, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
2.07%
▲ 37.49%
5
Buy
May 15, 2024
Vanguard Total International Stock Index Fund Institutional Shares
1.78%
▲ 23.84%
5
Buy
May 15, 2024
MFS Growth Fund Class R6
3.77%
▲ 40.89%
7
Buy
May 15, 2024
American Beacon Small Cap Value Fd Inst Cl
1%
▲ 3.99%
4
Buy
May 15, 2024
Goldman Sachs Intl Small Cap Insights Fd Inst
2.68%
▲ 17.27%
5
Buy
May 15, 2024
Apple
0.05%
▲ 16.76%
15
Sell
May 15, 2024
Vanguard Institutional Index Fund Institutional Plus Shares
2.58%
▲ 43.28%
5
Buy
May 15, 2024
Invesco Developing Markets Fund Class Y
1.47%
▼ 0.10%
5
Buy
Jul 14, 2023
Lululemon Athletica
―
▲ 36.17%
2
Close
Jun 16, 2022
JD
―
▲ 15.19%
5
Close
Jun 16, 2022