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Portofelul meu - New Portfolio

Soso

Portofelul meu
Individual Investor
Ranked #22,210 out of 731,625 TipRanks' Investors
Success Rate
79%
56 out of 71
profitable transactions
Average Return
18.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.52%
6-Month Return▲ 20.68%
12-Month Return▲ 25.94%
YTD Return▲ 8.56%
Total Return▲ 20.06%

Best Trade

Opened at
Closed at-
Gain▲ 109.74%

Bio

Dividend oriented

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 1.88%
Sep 2023
▼ 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
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.88%
▼ 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%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Rio Tinto
12.74%
▲ 8.44%
7
Sell
Nov 29, 2023
Golden Ocean Group
7.46%
▲ 93.63%
11
Sell
Nov 23, 2023
Oxford Lane Capital
13.77%
▲ 18.15%
15
Buy
Nov 23, 2023
Qualcomm
2.97%
▲ 45.17%
7
Sell
Nov 15, 2023
Ares Capital
5.82%
▲ 18.71%
6
Sell
Nov 15, 2023
Citigroup
10.19%
▲ 39.53%
7
Sell
Nov 07, 2023
Gladstone Commercial
11.67%
▲ 2.60%
8
Buy
Nov 07, 2023
Bank of America
14.5%
▲ 18.95%
5
Sell
Nov 03, 2023
Lockheed Martin
5.58%
▲ 4.65%
7
Sell
Oct 25, 2023
Verizon
5.33%
▲ 12.23%
7
Sell
Oct 19, 2023
BHP Group
6.14%
▼ 3.67%
5
Buy
Oct 19, 2023
Nvidia
▼ 5.96%
3
Close
Oct 04, 2023
Apple
3.83%
▼ 5.91%
2
Buy
Sep 19, 2023
Suncor Energy
0%
▲ 29.92%
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