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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #29,188 out of 822,831 TipRanks' Investors
Success Rate
79%
73 out of 93
profitable transactions
Average Return
35.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.44%
6-Month Return▲ 23.83%
12-Month Return▲ 39.34%
YTD Return▲ 39.36%
Total Return▲ 47.71%

Best Trade

Opened at
Closed at-
Gain▲ 143.87%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.28%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.41%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.84%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.26%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.04%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.59%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.73%
Sep 2025
▲ 5.92%
▼ 1.98%
▼ 1.49%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.28%
▲ 0.80%▼ 0.87%▼ 1.41%
▲ 11.63%▲ 6.28%▲ 2.84%
▲ 9.25%▲ 5.14%▲ 2.26%
▲ 7.60%▲ 2.30%▲ 4.04%
▲ 2.76%▲ 2.05%▲ 3.59%
▲ 12.88%▲ 3.56%▲ 4.73%
▲ 5.92%▼ 1.98%▼ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ENI S.p.A.
1.79%
▲ 13.02%
4
Buy
Aug 22, 2025
British American Tobacco
5.3%
▲ 20.50%
4
Buy
Aug 18, 2025
Ares Capital
2.55%
▼ 3.19%
4
Buy
Jul 15, 2025
ING GROEP
2.5%
▲ 32.68%
7
Buy
May 01, 2025
Nvidia
1.52%
▲ 75.11%
5
Buy
Apr 23, 2025
AT&T
3.75%
▲ 35.39%
2
Buy
Apr 16, 2025
HSBC Holdings
1.64%
▲ 26.66%
8
Buy
Apr 16, 2025
TSMC
1.74%
▲ 75.82%
5
Buy
Apr 15, 2025
Visa
0.71%
▲ 5.02%
2
Buy
Apr 10, 2025
ASR Nederland N.V
0.7%
▲ 19.65%
1
Open
Mar 12, 2025
Enagas SA
0.16%
▲ 6.74%
1
Open
Mar 08, 2025
Imperial Brands
23.68%
▲ 62.16%
8
Buy
Jan 30, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Trinity Capital
0.88%
▲ 20.22%
2
Buy
Nov 07, 2024
Komercni banka, a.s.
20.55%
▲ 69.94%
2
Buy
Aug 09, 2024
NN Group N.V.
13.97%
▲ 110.94%
6
Buy
May 25, 2024
Warner Bros
▼ 41.71%
3
Close
May 12, 2024
MONETA Money Bank AS
▲ 8.27%
4
Close
May 12, 2024
Medical Properties
2.19%
▼ 14.21%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023