tiprankstipranks

New Portfolio - New Portfolio

Zsirka Richard

New Portfolio
Individual Investor
Ranked #496 out of 747,525 TipRanks' Investors
Success Rate
90%
115 out of 128
profitable transactions
Average Return
111.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.29%
6-Month Return▲ 10.98%
12-Month Return▲ 14.16%
YTD Return▲ 9.48%
Total Return▲ 135.79%

Best Trade

Opened at
Closed at-
Gain▲ 601.86%

Bio

This is my theoretical portfolio or watchlist, mainly focusing on dividend.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.18%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.82%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.13%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.74%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.18%
▼ 1.87%▲ 1.59%▼ 1.28%
▲ 14.08%▲ 5.22%▲ 2.82%
▲ 5.05%▲ 3.27%▲ 4.81%
▼ 12.40%▼ 4.03%▼ 3.74%
▲ 11.46%▲ 5.06%▲ 3.18%
▼ 2.25%▲ 3.53%▼ 0.13%
▲ 25.65%▲ 0.88%▲ 3.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nustar Energy
▲ 229.04%
2
Close
May 02, 2024
Sunoco
0%
▲ 6.06%
1
Open
May 02, 2024
Callon
▲ 89.36%
4
Close
Mar 28, 2024
APA
0%
▼ 6.17%
1
Open
Mar 28, 2024
Store Capital
▲ 132.63%
2
Close
Feb 03, 2023
M&T Bank
0%
▲ 8.52%
1
Open
Apr 01, 2022
Gladstone Commercial
0%
▲ 4.89%
1
Open
Aug 16, 2020
LTC Properties
0%
▲ 25.91%
1
Open
Aug 16, 2020
National Health Investors
0%
▲ 45.18%
1
Open
Aug 16, 2020
Alexandria Equities
0%
▼ 17.60%
1
Open
Aug 16, 2020
Agree Realty
0%
▲ 14.77%
1
Open
Aug 16, 2020
American Tower
0%
▼ 6.83%
1
Open
Aug 16, 2020
Digital Realty
0%
▲ 14.60%
1
Open
Aug 16, 2020
Stag Industrial
0%
▲ 39.52%
1
Open
Aug 16, 2020
Ventas
0%
▲ 50.52%
1
Open
Aug 16, 2020
Verizon
0%
▼ 11.06%
1
Open
Aug 15, 2020
Lowe's
0%
▲ 199.13%
2
Sell
Jun 08, 2020
Altria Group
0%
▲ 80.28%
2
Sell
Jun 08, 2020
Barrick Gold
0%
▲ 13.27%
2
Sell
Jun 08, 2020
Energy Transfer
23.18%
▲ 291.26%
2
Buy
Jun 08, 2020