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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #199,470 out of 799,211 TipRanks' Investors
Success Rate
60%
106 out of 176
profitable transactions
Average Return
5.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.40%
6-Month Return▼ 4.51%
12-Month Return▼ 5.68%
YTD Return▲ 2.41%
Total Return▲ 21.14%

Best Trade

Opened at
Closed at-
Gain▲ 89.47%

Bio

Conservative,dividend oriented

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 5.27%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.27%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.16%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.73%
Apr 2025
▲ 8.91%
▲ 5.82%
▲ 4.55%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 5.27%
▲ 25.97%▲ 5.96%▲ 1.32%
▲ 5.41%▼ 2.41%▼ 5.27%
▲ 6.02%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 1.17%
▼ 1.80%▼ 5.57%▼ 4.16%
▲ 1.74%▼ 0.87%▼ 2.73%
▲ 8.91%▲ 5.82%▲ 4.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Golden Ocean Group
11.67%
▼ 8.44%
35
Buy
May 13, 2025
BHP Group
6.06%
▼ 2.29%
18
Sell
May 12, 2025
Oxford Lane Capital
18.45%
▲ 22.40%
30
Sell
May 09, 2025
Star Bulk Carriers
5.88%
▼ 9.68%
21
Sell
Apr 23, 2025
Expedia
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
6.42%
▲ 17.24%
21
Buy
Apr 07, 2025
Qualcomm
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
8.2%
▲ 23.97%
11
Buy
Apr 04, 2025
Altria Group
4.25%
▲ 7.77%
14
Buy
Apr 02, 2025
Nvidia
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
11.38%
▲ 52.55%
15
Sell
Feb 06, 2025
Rio Tinto
10.16%
▲ 5.42%
14
Sell
Feb 06, 2025
Gladstone Commercial
8.64%
▲ 18.85%
19
Buy
Dec 19, 2024
Bank of America
8.89%
▲ 46.88%
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
Oklo Inc
▼ 13.56%
3
Close
May 17, 2024
Lockheed Martin
▲ 4.40%
9
Close
May 03, 2024