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Ratha Svay (Fidelity) - New Portfolio

Ratha Svay

Ratha Svay (Fidelity)
Individual Investor
Ranked #42,789 out of 730,641 TipRanks' Investors
Success Rate
64%
193 out of 301
profitable transactions
Average Return
21.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.46%
6-Month Return▲ 21.25%
12-Month Return▲ 31.05%
YTD Return▲ 8.36%
Total Return▲ 23.83%

Best Trade

Opened at
Closed at
Gain▲ 601.82%

Bio

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▲ 0.98%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.76%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.32%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.15%
Mar 2024
▼ 14.47%
▼ 2.83%
▲ 0.46%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 0.98%
▼ 6.45%▼ 2.17%▼ 1.76%
▲ 9.22%▲ 9.13%▲ 6.32%
▲ 5.14%▲ 4.57%▲ 4.32%
▼ 1.87%▲ 1.59%▲ 1.56%
▲ 14.08%▲ 5.22%▲ 1.98%
▲ 5.05%▲ 3.27%▲ 4.15%
▼ 14.47%▼ 2.83%▲ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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MPLX
1.02%
▲ 5.21%
5
Close
Nov 08, 2023
Tekla Healthcare Opportunities Fund
1.45%
▼ 10.78%
11
Close
Oct 19, 2023
VICI Properties
1.38%
▼ 12.06%
5
Buy
Sep 30, 2023
Essential Properties Realty
1.4%
▲ 3.30%
4
Buy
Sep 30, 2023
Ares Capital
0.8%
▲ 9.03%
5
Buy
Sep 30, 2023
Capital Southwest
1.68%
▲ 35.36%
6
Buy
Sep 30, 2023
Simon Property
1.1%
▲ 31.77%
3
Buy
Sep 30, 2023
Digital Realty
1.55%
▲ 9.41%
4
Buy
Sep 30, 2023
Viper Energy
2.19%
▲ 39.26%
3
Buy
Sep 30, 2023
Innovative Industrial Properties
1.75%
▲ 13.44%
4
Buy
Sep 30, 2023
Evolution Petroleum
1.86%
▼ 13.20%
4
Buy
Sep 30, 2023
Philip Morris
1.05%
▲ 0.02%
2
Buy
Sep 29, 2023
Pioneer Natural
2.18%
▲ 26.48%
4
Buy
Sep 28, 2023
Blue Owl Capital
1.17%
▲ 24.42%
4
Buy
Sep 28, 2023
Suncor Energy
1.36%
▲ 26.94%
5
Buy
Sep 27, 2023
Ennis
0.92%
▼ 8.41%
1
Buy
Sep 27, 2023
Realty Income
5.27%
▼ 10.31%
11
Buy
Sep 26, 2023
EOG Resources
1.91%
▲ 16.63%
7
Buy
Sep 26, 2023
ASML Holding
▼ 12.76%
12
Close
Sep 26, 2023
Plains GP Holdings
1.37%
▲ 38.79%
2
Buy
Sep 26, 2023