New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #86,370 out of 748,626 TipRanks' Investors
Success Rate
66%
666 out of 1005
profitable transactions
Average Return
6.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.23%
6-Month Return▲ 17.17%
12-Month Return▲ 11.13%
YTD Return▲ 15.80%
Total Return▲ 16.46%

Best Trade

Opened at
Closed at
Gain▲ 109.84%

Bio

Started în august 2021

Performance

24.77%0-24.77%
▲ 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
▼ 2.25%
▲ 3.53%
▼ 1.82%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 6.14%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 2.25%▲ 3.53%▼ 1.82%
▲ 24.77%▼ 1.07%▲ 6.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Renewable Partners
5.2%
▲ 1.10%
45
Buy
Jul 15, 2024
Nike
1.52%
▼ 4.28%
7
Buy
Jul 11, 2024
OMV AG
16.3%
▲ 0.64%
11
Buy
Jul 09, 2024
VICI Properties
15.08%
▲ 11.83%
77
Buy
Jul 05, 2024
Bristol-Myers Squibb
5.97%
▼ 4.70%
22
Buy
Jul 05, 2024
ZIM Integrated Shipping Services
▲ 42.80%
35
Close
Jul 03, 2024
Realty Income
16.63%
▲ 3.48%
84
Buy
Jul 02, 2024
Pfizer
10.43%
▼ 9.44%
54
Buy
Jun 17, 2024
Verizon
7.57%
▲ 8.21%
71
Buy
Jun 14, 2024
Main Street Capital
5.06%
▲ 42.37%
44
Buy
Jun 14, 2024
Ares Capital
2.76%
▲ 24.66%
26
Buy
Jun 14, 2024
Enbridge
2.42%
▲ 10.46%
9
Buy
Jun 14, 2024
Stellantis
2.1%
▼ 20.80%
7
Buy
Jun 14, 2024
Agree Realty
4.32%
▲ 23.43%
19
Buy
Jun 12, 2024
Medical Properties
1.43%
▼ 39.92%
52
Buy
Jun 11, 2024
Leggett & Platt
1.98%
▼ 46.06%
34
Buy
Jun 11, 2024
Walgreens Boots Alliance
0.71%
▼ 51.61%
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