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Portofel - New Portfolio

[email protected]

Portofel
Individual Investor
Ranked #366,382 out of 825,627 TipRanks' Investors
Success Rate
57%
107 out of 188
profitable transactions
Average Return
5.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.50%
6-Month Return▲ 4.28%
12-Month Return▼ 2.43%
YTD Return▲ 2.17%
Total Return▲ 20.86%

Best Trade

Opened at
Closed at-
Gain▲ 155.87%

Bio

Conservative,dividend oriented

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.16%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.70%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.21%
May 2025
▲ 9.25%
▲ 5.14%
▼ 0.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.82%
Sep 2025
▲ 10.60%
▲ 3.13%
▼ 2.50%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.16%
▲ 0.80%▼ 0.87%▼ 2.70%
▲ 11.63%▲ 6.28%▲ 3.21%
▲ 9.25%▲ 5.14%▼ 0.40%
▲ 7.60%▲ 2.30%▲ 1.05%
▲ 2.76%▲ 2.05%▲ 4.87%
▲ 12.88%▲ 3.56%▼ 1.82%
▲ 10.60%▲ 3.13%▼ 2.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Euronav
15.02%
▲ 12.90%
2
Buy
Aug 27, 2025
Golden Ocean Group
▼ 6.42%
38
Close
Aug 21, 2025
Oxford Lane Capital
7.17%
▼ 11.02%
41
Sell
Aug 14, 2025
Rio Tinto
11.96%
▲ 24.65%
16
Buy
Jul 31, 2025
Gladstone Commercial
8.2%
▼ 3.42%
20
Buy
Jul 29, 2025
Star Bulk Carriers
8.27%
▲ 1.18%
23
Buy
Jul 24, 2025
BHP Group
4.75%
▲ 12.26%
19
Sell
Jun 17, 2025
Altria Group
2.43%
▲ 18.38%
15
Sell
May 21, 2025
Philip Morris
1.92%
▼ 12.76%
1
Open
May 21, 2025
Expedia
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
6.03%
▲ 11.72%
21
Buy
Apr 07, 2025
Qualcomm
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
7.89%
▲ 22.29%
11
Buy
Apr 04, 2025
Nvidia
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
15.55%
▲ 106.02%
15
Sell
Feb 06, 2025
Bank of America
10.81%
▲ 77.39%
8
Sell
Nov 06, 2024
Amazon
▲ 10.20%
6
Close
Sep 24, 2024
Intel
▼ 39.66%
11
Close
Aug 13, 2024
Realty Income
▲ 0.19%
5
Close
Jul 02, 2024
Cameco
▲ 12.40%
3
Close
Jun 17, 2024