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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #82,887 out of 827,189 TipRanks' Investors
Success Rate
75%
799 out of 1067
profitable transactions
Average Return
11.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.53%
6-Month Return▲ 16.92%
12-Month Return▲ 17.87%
YTD Return▲ 24.48%
Total Return▲ 35.81%

Best Trade

Opened at
Closed at
Gain▲ 109.84%

Bio

Started în august 2021

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 0.51%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 1.05%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.53%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.44%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.64%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.93%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 1.93%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 0.51%
▲ 11.63%▲ 6.28%▼ 1.05%
▲ 9.25%▲ 5.14%▲ 1.53%
▲ 7.60%▲ 2.30%▼ 0.44%
▲ 2.76%▲ 2.05%▲ 5.64%
▲ 12.88%▲ 3.56%▲ 4.57%
▲ 10.96%▲ 2.38%▲ 2.93%
▼ 3.50%▼ 1.72%▼ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walgreens Boots Alliance
▼ 46.87%
18
Close
Aug 27, 2025
Alphabet Class A
25.19%
▲ 81.64%
8
Buy
May 10, 2025
Amazon
8.15%
▲ 15.40%
14
Buy
Apr 21, 2025
Nvidia
25.75%
▲ 55.91%
10
Buy
Apr 21, 2025
Main Street Capital
2.74%
▲ 45.18%
50
Buy
Mar 28, 2025
Pfizer
9.36%
▼ 18.15%
57
Buy
Mar 09, 2025
AbbVie
▲ 31.13%
17
Close
Mar 09, 2025
VICI Properties
▲ 23.09%
80
Close
Mar 09, 2025
Realty Income
▲ 9.32%
87
Close
Mar 09, 2025
OMV AG
24.99%
▲ 34.25%
16
Buy
Mar 09, 2025
Stellantis
1.29%
▼ 46.12%
10
Buy
Mar 09, 2025
Nike
▲ 10.55%
11
Close
Mar 09, 2025
Qualcomm
▲ 0.67%
3
Close
Mar 09, 2025
Moody's
▲ 1.82%
5
Close
Nov 17, 2024
S&P Global
▲ 1.96%
6
Close
Nov 17, 2024
Medical Properties
1.29%
▼ 35.61%
53
Buy
Oct 29, 2024
ASML Holding
▲ 3.67%
2
Close
Oct 23, 2024
PUMA SE NPV
▲ 10.95%
3
Close
Oct 17, 2024
Verizon
▲ 20.80%
72
Close
Oct 16, 2024
Brookfield Renewable Partners
▲ 15.46%
46
Close
Oct 16, 2024