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Portofelul meu - New Portfolio

Soso

Portofelul meu
Individual Investor
Ranked #29,111 out of 800,768 TipRanks' Investors
Success Rate
79%
68 out of 86
profitable transactions
Average Return
17.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.68%
6-Month Return▼ 5.03%
12-Month Return▼ 0.29%
YTD Return▼ 0.69%
Total Return▲ 27.29%

Best Trade

Opened at
Closed at-
Gain▲ 80.80%

Bio

Dividend oriented

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.75%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.73%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.81%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.83%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.28%
Apr 2025
▲ 9.54%
▲ 6.60%
▲ 0.45%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 3.75%
▲ 25.97%▲ 5.96%▲ 2.73%
▲ 5.42%▼ 2.41%▼ 4.81%
▲ 6.01%▲ 2.69%▲ 4.32%
▼ 12.86%▼ 1.27%▲ 0.85%
▼ 1.80%▼ 5.57%▼ 3.83%
▲ 1.76%▼ 0.87%▼ 2.28%
▲ 9.54%▲ 6.60%▲ 0.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Citigroup
11.76%
▲ 59.47%
9
Sell
May 03, 2025
Golden Ocean Group
9.46%
▲ 3.02%
13
Buy
May 03, 2025
Oxford Lane Capital
18.53%
▲ 23.52%
17
Buy
May 03, 2025
Qualcomm
▲ 18.34%
9
Close
May 03, 2025
Nvidia
▼ 12.31%
5
Close
May 03, 2025
Altria Group
4.65%
▲ 7.70%
2
Buy
May 03, 2025
Star Bulk Carriers
4.17%
▲ 7.83%
2
Buy
May 03, 2025
Bank of America
9.19%
▲ 42.51%
6
Sell
Dec 26, 2024
Lockheed Martin
▲ 13.13%
8
Close
Dec 26, 2024
Rio Tinto
10.27%
▲ 5.84%
8
Buy
Dec 26, 2024
Verizon
6.78%
▲ 29.00%
8
Buy
Dec 26, 2024
BHP Group
7.76%
▼ 6.09%
6
Buy
Dec 26, 2024
Gladstone Commercial
8.87%
▲ 14.15%
9
Sell
Dec 26, 2024
Suncor Energy
▲ 25.14%
5
Close
Dec 26, 2024
Ares Capital
8.56%
▲ 28.97%
7
Buy
Dec 26, 2024
Apple
▲ 44.48%
3
Close
Dec 26, 2024
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