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Portofelul meu - New Portfolio

Soso

Portofelul meu
Individual Investor
Ranked #12,283 out of 733,704 TipRanks' Investors
Success Rate
87%
62 out of 71
profitable transactions
Average Return
23.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.16%
6-Month Return▲ 26.70%
12-Month Return▲ 33.59%
YTD Return▲ 13.82%
Total Return▲ 25.87%

Best Trade

Opened at
Closed at-
Gain▲ 122.35%

Bio

Dividend oriented

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 0.03%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.77%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.08%
Apr 2024
▲ 9.88%
▲ 3.62%
▲ 5.08%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 0.03%
▲ 9.22%▲ 9.13%▲ 9.77%
▲ 5.14%▲ 4.57%▲ 5.35%
▼ 1.87%▲ 1.59%▲ 1.61%
▲ 14.08%▲ 5.22%▲ 0.75%
▲ 5.05%▲ 3.27%▲ 5.72%
▼ 12.40%▼ 4.03%▲ 0.08%
▲ 9.88%▲ 3.62%▲ 5.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Rio Tinto
12.6%
▲ 12.13%
7
Sell
Nov 29, 2023
Golden Ocean Group
7.57%
▲ 105.28%
11
Sell
Nov 23, 2023
Oxford Lane Capital
13.64%
▲ 22.35%
15
Buy
Nov 23, 2023
Qualcomm
3.15%
▲ 61.07%
7
Sell
Nov 15, 2023
Ares Capital
5.64%
▲ 20.14%
6
Sell
Nov 15, 2023
Citigroup
10.09%
▲ 45.74%
7
Sell
Nov 07, 2023
Gladstone Commercial
12.15%
▲ 11.68%
8
Buy
Nov 07, 2023
Bank of America
14.43%
▲ 23.78%
5
Sell
Nov 03, 2023
Lockheed Martin
5.42%
▲ 6.27%
7
Sell
Oct 25, 2023
Verizon
5.25%
▲ 15.67%
7
Sell
Oct 19, 2023
BHP Group
6.11%
▲ 0.17%
5
Buy
Oct 19, 2023
Nvidia
▼ 5.96%
3
Close
Oct 04, 2023
Apple
3.96%
▲ 1.87%
2
Buy
Sep 19, 2023
Suncor Energy
0%
▲ 38.34%
4
Sell
Aug 30, 2023
Chevron
▼ 6.97%
2
Close
May 03, 2023
PepsiCo
▲ 3.81%
3
Close
Apr 29, 2023
Albemarle
▼ 9.82%
2
Close
Apr 24, 2023
Microsoft
▲ 13.06%
4
Close
Apr 01, 2023
Tesla
▼ 7.19%
4
Close
Feb 27, 2023
Realty Income
▲ 5.49%
2
Close
Jan 11, 2023