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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #23,505 out of 731,625 TipRanks' Investors
Success Rate
75%
72 out of 96
profitable transactions
Average Return
13.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.02%
6-Month Return▲ 21.07%
12-Month Return▲ 25.97%
YTD Return▲ 8.31%
Total Return▲ 20.09%

Best Trade

Opened at
Closed at-
Gain▲ 109.74%

Bio

Conservative,dividend oriented

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 1.80%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.41%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.16%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.97%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.96%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.80%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.80%
▼ 6.45%▼ 2.17%▼ 0.41%
▲ 9.22%▲ 9.13%▲ 10.16%
▲ 5.14%▲ 4.57%▲ 5.65%
▼ 1.87%▲ 1.59%▲ 1.97%
▲ 14.08%▲ 5.22%▲ 1.73%
▲ 5.05%▲ 3.27%▲ 5.96%
▼ 12.40%▼ 4.03%▼ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Sell
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Buy
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11
Buy
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Buy
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6
Sell
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▼ 5.93%
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Close
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4%
▲ 14.63%
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Buy
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7
Close
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10.59%
▲ 9.55%
8
Buy
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▲ 14.81%
7
Close
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12.72%
▲ 16.18%
15
Buy
Dec 27, 2023
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4.84%
▲ 17.46%
5
Sell
Nov 09, 2023
Citigroup
8.47%
▲ 40.51%
7
Sell
Nov 06, 2023
Apple
3.19%
▼ 5.62%
2
Buy
Sep 18, 2023
Chevron
▼ 7.34%
3
Close
Jul 19, 2023