tiprankstipranks

New Portfolio - New Portfolio

Conzilio Sodano

New Portfolio
Individual Investor
Ranked #91,631 out of 728,988 TipRanks' Investors
Success Rate
54%
124 out of 228
profitable transactions
Average Return
17.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.61%
6-Month Return▼ 2.07%
12-Month Return▲ 6.78%
YTD Return▼ 10.45%
Total Return▲ 99.29%

Best Trade

Opened at
Closed at
Gain▲ 296.51%

Bio

This is a a representation of my stock holdings. I have a fair amount of equity in my home am debt free and live cheap. I have another additional realestate holdings that are paid for.

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 1.27%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.25%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.01%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.90%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.63%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.47%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 11.75%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.27%
▼ 6.45%▼ 2.17%▼ 7.25%
▲ 9.22%▲ 9.13%▲ 8.01%
▲ 5.14%▲ 4.57%▲ 6.90%
▼ 1.87%▲ 1.59%▲ 0.31%
▲ 14.08%▲ 5.22%▲ 1.63%
▲ 5.05%▲ 3.27%▼ 0.47%
▼ 24.26%▼ 4.50%▼ 11.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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PIMCO Funds Real Return Fund Institutional Class
0.84%
▼ 7.02%
4
Buy
Jul 14, 2023
JB Hunt
68.08%
▲ 3.56%
20
Buy
Jul 14, 2023
EuroPacific Growth Fund Cl R-6
1.5%
▲ 15.92%
4
Buy
Jul 14, 2023
PIMCO Income Fund Insti Class
0.89%
▼ 2.75%
4
Buy
Jul 14, 2023
PGIM Total Return Bond Fund Class R6
1.49%
▼ 9.82%
4
Buy
Jul 14, 2023
Invesco Developing Markets Fund Class Y
1.29%
▼ 7.66%
5
Buy
Jul 14, 2023
Principal Fds, Inc. SmallCap Growth Fd I, Insti Cl
1.6%
▲ 1.85%
6
Buy
Jul 14, 2023
MFS Global Real Estate Fund Class R6
2.01%
▼ 4.87%
5
Buy
Jul 14, 2023
Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share
5.44%
▼ 12.83%
8
Buy
Jul 14, 2023
Vanguard Index Trust Mid-Cap Index Fund Institutional Shares
1.77%
▲ 24.49%
4
Buy
Jul 14, 2023
Vanguard Index Trust Small-Cap Index Fund Instl Shares
1.66%
▲ 25.42%
4
Buy
Jul 14, 2023
Vanguard Total International Stock Index Fund Institutional Shares
1.48%
▲ 16.42%
4
Buy
Jul 14, 2023
MFS Growth Fund Class R6
3.01%
▲ 29.53%
6
Buy
Jul 14, 2023
American Beacon Small Cap Value Fd Inst Cl
0.76%
▼ 9.49%
3
Buy
Jul 14, 2023
Goldman Sachs Intl Small Cap Insights Fd Inst
2.19%
▲ 10.84%
4
Buy
Jul 14, 2023
Vanguard Institutional Index Fund Institutional Plus Shares
2.03%
▲ 28.70%
4
Buy
Jul 14, 2023
Alphabet Class A
2.33%
▲ 126.88%
6
Sell
Oct 03, 2022
Apple
1.62%
▲ 11.71%
14
Sell
Oct 03, 2022
Lululemon Athletica
▲ 36.17%
2
Close
Jun 16, 2022
JD
▲ 15.19%
5
Close
Jun 16, 2022