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RAYMOND ANTHONY ZAPIEN JR - New Portfolio
Tony Zapien
RAYMOND ANTHONY ZAPIEN JRIndividual Investor
Ranked #73,180 out of 748,626 TipRanks' Investors
Success Rate
49 out of 73
profitable transactions
profitable transactions
Average Return
14.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.50%
6-Month Return▲ 7.64%
12-Month Return▲ 12.12%
YTD Return▲ 8.70%
Total Return▲ 17.96%
Best Trade
Bio
This is my portfolio
Performance
24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.71%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.37%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.90%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 2.49%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.71%
▼ 1.87%▲ 1.59%▲ 0.41%
▲ 14.08%▲ 5.22%▲ 1.42%
▲ 5.05%▲ 3.27%▲ 3.72%
▼ 12.40%▼ 4.03%▼ 1.83%
▲ 11.46%▲ 5.06%▲ 1.37%
▼ 2.25%▲ 3.53%▲ 0.90%
▲ 24.77%▼ 1.07%▲ 2.49%
Recent Activity
SoFi Weekly Income ETF
―
▼ 4.50%
2
Close
Feb 20, 2024
Franklin FTSE France ETF
―
▼ 4.74%
3
Close
Nov 10, 2023
Vanguard Growth ETF
2.07%
▲ 39.36%
3
Buy
Sep 26, 2023
Schwab US Dividend Equity ETF
3.35%
▲ 9.29%
6
Buy
Sep 26, 2023
JPMorgan Equity Premium Income ETF
16.36%
▲ 2.53%
4
Buy
Sep 26, 2023
Realty Income
19.51%
▼ 8.05%
9
Buy
Sep 26, 2023
McDonald's
0.73%
▼ 0.62%
4
Buy
Sep 25, 2023
Vanguard FTSE Europe ETF
1.4%
▲ 21.98%
3
Buy
Sep 21, 2023
Vanguard S&P 500 ETF
21.6%
▲ 30.93%
3
Buy
Sep 21, 2023
Microsoft
1.83%
▲ 54.38%
3
Buy
Sep 15, 2023
Main Street Capital
3.52%
▲ 22.70%
4
Buy
Sep 15, 2023
Kraft Heinz
1.92%
▼ 9.33%
3
Buy
Sep 13, 2023
Vanguard International Dividend Appreciation ETF
―
▲ 1.17%
2
Close
Sep 08, 2023
Orion Office REIT
―
▼ 71.40%
3
Close
Sep 08, 2023
Bank of America
0.83%
▲ 34.80%
2
Buy
Sep 07, 2023
ClearBridge Energy Midstream Opportunity Fund Inc
0.89%
▲ 81.93%
2
Buy
Sep 07, 2023
AbbVie
0.54%
▲ 26.41%
2
Buy
Sep 07, 2023
Toronto Dominion Bank
0.43%
▼ 5.53%
3
Buy
Sep 07, 2023
Kimberly Clark
1.02%
▲ 11.79%
3
Buy
Sep 07, 2023
SPDR Portfolio Developed World ex-US ETF
0.93%
▲ 26.62%
2
Buy
Sep 07, 2023