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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #38,697 out of 795,509 TipRanks' Investors
Success Rate
72%
768 out of 1062
profitable transactions
Average Return
8.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.89%
6-Month Return▼ 10.90%
12-Month Return▲ 9.38%
YTD Return▼ 0.71%
Total Return▲ 8.23%

Best Trade

Opened at
Closed at
Gain▲ 109.83%

Bio

Started în august 2021

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 5.49%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 6.21%
Oct 2024
▲ 25.98%
▲ 5.96%
▼ 1.17%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.40%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.28%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 11.41%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 5.49%
▲ 10.00%▼ 0.89%▼ 6.21%
▲ 25.98%▲ 5.96%▼ 1.17%
▲ 5.34%▼ 2.41%▼ 6.40%
▲ 5.99%▲ 2.69%▲ 6.77%
▼ 12.86%▼ 1.27%▲ 6.33%
▼ 1.80%▼ 5.57%▼ 1.28%
▼ 12.15%▼ 4.55%▼ 11.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
18.61%
▼ 1.84%
5
Buy
Mar 29, 2025
Main Street Capital
3.52%
▲ 44.08%
50
Buy
Mar 28, 2025
Amazon
8.61%
▲ 1.90%
13
Buy
Mar 28, 2025
Nvidia
21%
▼ 10.56%
9
Buy
Mar 28, 2025
Pfizer
11.71%
▼ 30.38%
57
Buy
Mar 09, 2025
AbbVie
▲ 31.13%
17
Close
Mar 09, 2025
VICI Properties
▲ 23.09%
80
Close
Mar 09, 2025
Realty Income
▲ 9.32%
87
Close
Mar 09, 2025
OMV AG
30.8%
▲ 7.38%
16
Buy
Mar 09, 2025
Stellantis
1.57%
▼ 56.62%
10
Buy
Mar 09, 2025
Nike
▲ 10.55%
11
Close
Mar 09, 2025
Qualcomm
▲ 0.67%
3
Close
Mar 09, 2025
Moody's
▲ 1.82%
5
Close
Nov 17, 2024
S&P Global
▲ 1.96%
6
Close
Nov 17, 2024
Medical Properties
1.92%
▼ 34.91%
53
Buy
Oct 29, 2024
ASML Holding
▲ 3.67%
2
Close
Oct 23, 2024
PUMA SE NPV
▲ 10.95%
3
Close
Oct 17, 2024
Verizon
▲ 20.80%
72
Close
Oct 16, 2024
Brookfield Renewable Partners
▲ 15.46%
46
Close
Oct 16, 2024
Ares Capital
▲ 32.54%
27
Close
Oct 16, 2024