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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #166,415 out of 740,486 TipRanks' Investors
Success Rate
60%
586 out of 975
profitable transactions
Average Return
2.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.88%
6-Month Return▲ 9.31%
12-Month Return▲ 4.96%
YTD Return▲ 7.74%
Total Return▲ 8.36%

Best Trade

Opened at
Closed at
Gain▲ 100.21%

Bio

Started în august 2021

Performance

14.08%0-14.08%
▲ 9.22%
▲ 9.13%
▲ 6.60%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.36%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.57%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.54%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.62%
May 2024
▼ 5.22%
▲ 2.92%
▼ 3.04%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 6.60%
▲ 5.14%▲ 4.57%▲ 7.36%
▼ 1.87%▲ 1.59%▼ 1.57%
▲ 14.08%▲ 5.22%▲ 1.02%
▲ 5.05%▲ 3.27%▲ 4.41%
▼ 12.40%▼ 4.03%▼ 0.54%
▲ 11.46%▲ 5.06%▲ 7.62%
▼ 5.22%▲ 2.92%▼ 3.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
10.04%
▼ 18.10%
53
Buy
Jun 14, 2024
Verizon
8.14%
▲ 5.81%
71
Buy
Jun 14, 2024
Brookfield Renewable Partners
5.42%
▲ 4.93%
42
Buy
Jun 14, 2024
Realty Income
16.43%
▼ 4.31%
83
Buy
Jun 14, 2024
Main Street Capital
5.32%
▲ 38.87%
44
Buy
Jun 14, 2024
Ares Capital
2.96%
▲ 25.09%
26
Buy
Jun 14, 2024
Bristol-Myers Squibb
4.5%
▼ 17.08%
20
Buy
Jun 14, 2024
Enbridge
2.52%
▲ 7.63%
9
Buy
Jun 14, 2024
OMV AG
17.41%
▲ 2.10%
9
Buy
Jun 14, 2024
Stellantis
2.63%
▼ 12.50%
7
Buy
Jun 14, 2024
VICI Properties
14.11%
▲ 2.37%
73
Buy
Jun 12, 2024
Agree Realty
4.19%
▲ 10.92%
19
Buy
Jun 12, 2024
Medical Properties
1.42%
▼ 43.97%
52
Buy
Jun 11, 2024
Leggett & Platt
1.8%
▼ 53.54%
34
Buy
Jun 11, 2024
Walgreens Boots Alliance
1.01%
▼ 34.63%
17
Buy
Jun 11, 2024
Altria Group
▲ 17.75%
62
Close
Jun 10, 2024
Himax Technologies
▲ 7.60%
10
Close
Jun 10, 2024
Ferrari
▲ 1.47%
4
Close
Jun 10, 2024
Devon Energy
▲ 7.77%
37
Close
Apr 16, 2024
Arbor Realty
0.58%
▲ 11.52%
10
Buy
Apr 16, 2024