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RAYMOND ANTHONY ZAPIEN JR - New Portfolio

Tony Zapien

RAYMOND ANTHONY ZAPIEN JR
Individual Investor
Ranked #43,585 out of 729,985 TipRanks' Investors
Success Rate
73%
53 out of 73
profitable transactions
Average Return
11.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.35%
6-Month Return▲ 18.00%
12-Month Return▲ 13.15%
YTD Return▲ 4.20%
Total Return▲ 13.08%

Best Trade

Opened at
Closed at-
Gain▲ 96.23%

Bio

This is my portfolio

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 4.07%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.67%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.73%
Nov 2023
▲ 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
▼ 14.09%
▼ 3.33%
▼ 1.34%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.07%
▼ 6.45%▼ 2.17%▼ 2.67%
▲ 9.22%▲ 9.13%▲ 8.73%
▲ 5.14%▲ 4.57%▲ 4.71%
▼ 1.87%▲ 1.59%▲ 0.41%
▲ 14.08%▲ 5.22%▲ 1.42%
▲ 5.05%▲ 3.27%▲ 3.72%
▼ 14.09%▼ 3.33%▼ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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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
1.99%
▲ 28.66%
3
Buy
Sep 26, 2023
Schwab US Dividend Equity ETF
3.35%
▲ 4.70%
6
Buy
Sep 26, 2023
JPMorgan Equity Premium Income ETF
17.07%
▲ 2.60%
4
Buy
Sep 26, 2023
Realty Income
18.99%
▼ 14.41%
9
Buy
Sep 26, 2023
McDonald's
0.84%
▲ 9.43%
4
Buy
Sep 25, 2023
Vanguard FTSE Europe ETF
1.43%
▲ 20.44%
3
Buy
Sep 21, 2023
Vanguard S&P 500 ETF
21.12%
▲ 23.01%
3
Buy
Sep 21, 2023
Microsoft
1.85%
▲ 50.38%
3
Buy
Sep 15, 2023
Main Street Capital
3.55%
▲ 18.06%
4
Buy
Sep 15, 2023
Kraft Heinz
2.33%
▲ 3.69%
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
0.81%
▲ 24.10%
2
Buy
Sep 07, 2023
ClearBridge Energy Midstream Opportunity Fund Inc
0.96%
▲ 86.33%
2
Buy
Sep 07, 2023
AbbVie
0.51%
▲ 17.64%
2
Buy
Sep 07, 2023
Toronto Dominion Bank
0.46%
▼ 4.47%
3
Buy
Sep 07, 2023
Kimberly Clark
1.05%
▲ 7.80%
3
Buy
Sep 07, 2023
SPDR Portfolio Developed World ex-US ETF
0.96%
▲ 25.68%
2
Buy
Sep 07, 2023