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Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #64,922 out of 736,266 TipRanks' Investors
Success Rate
65%
204 out of 312
profitable transactions
Average Return
11.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.48%
6-Month Return▲ 13.19%
12-Month Return▲ 21.32%
YTD Return▲ 5.47%
Total Return▲ 43.56%

Best Trade

Opened at
Closed at-
Gain▲ 226.95%

Bio

As it goes and learning at the same times. Loving it.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.73%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.15%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.11%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.20%
Apr 2024
▲ 6.81%
▲ 4.78%
▲ 1.92%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.73%
▲ 9.22%▲ 9.13%▲ 7.15%
▲ 5.14%▲ 4.57%▲ 6.16%
▼ 1.87%▲ 1.59%▲ 0.11%
▲ 14.08%▲ 5.22%▲ 0.98%
▲ 5.05%▲ 3.27%▲ 4.67%
▼ 12.40%▼ 4.03%▼ 2.20%
▲ 6.81%▲ 4.78%▲ 1.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 22.68%
5
Close
May 02, 2024
Exxon Mobil
2.55%
▼ 1.56%
1
Open
May 02, 2024
Spirit Realty Capital
▼ 2.36%
2
Close
Jan 23, 2024
Realty Income
0.89%
▼ 10.66%
2
Buy
Jan 23, 2024
Essex Property
▼ 21.58%
3
Close
Jan 15, 2024
Sempra Energy
▲ 19.22%
3
Close
Jan 15, 2024
Blackstone Group
▲ 4.32%
2
Close
Jan 15, 2024
GlaxoSmithKline
▲ 1.41%
3
Close
Jan 15, 2024
Park National
▲ 2.93%
2
Close
Jan 15, 2024
Digital Realty
▲ 7.46%
2
Close
Jan 15, 2024
Kimberly Clark
▲ 4.58%
2
Close
Jan 15, 2024
Darden Restaurants
▲ 28.43%
2
Close
Jan 15, 2024
JM Smucker
▲ 1.76%
2
Close
Jan 15, 2024
Phillips 66
▲ 61.28%
3
Close
Jan 15, 2024
Texas Instruments
▲ 7.22%
3
Close
Jan 15, 2024
Clorox
▼ 0.70%
2
Close
Jan 15, 2024
Packaging
▲ 26.97%
3
Close
Jan 15, 2024
B Riley Financial
0.3%
▼ 27.05%
4
Open
Jan 12, 2024
Oneok
1.3%
▲ 25.84%
3
Sell
Jan 09, 2024
Purpose High IntSvgs
0.35%
▲ 1.82%
1
Open
Jan 09, 2024