New Portfolio - New Portfolio

Zsirka Richard

New Portfolio
Individual Investor
Ranked #948 out of 627,489 TipRanks' Investors
Success Rate
86%
108 out of 126
profitable transactions
Average Return
65.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.52%
6-Month Return▲ 7.93%
12-Month Return▼ 7.64%
YTD Return▼ 1.70%
Total Return▲ 84.93%

Best Trade

Opened at
Closed at-
Gain▲ 326.19%

Bio

This is my theoretical portfolio or watchlist, mainly focusing on dividend.

Performance

21.21%0-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 5.22%▼ 4.08%▼ 1.84%
▼ 14.21%▼ 9.24%▼ 10.29%
▼ 2.92%▲ 8.13%▲ 9.45%
▲ 6.21%▲ 5.56%▲ 6.28%
▼ 11.62%▼ 5.76%▼ 4.32%
▲ 21.21%▲ 6.29%▲ 7.56%
▼ 2.73%▼ 2.51%▼ 3.53%
▲ 3.82%▲ 0.25%▼ 5.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Store Capital
▲ 132.63%
2
Close
Feb 03, 2023
M&T Bank
0%
▼ 28.15%
1
Open
Apr 01, 2022
Gladstone Commercial
0%
▼ 20.59%
1
Open
Aug 16, 2020
LTC Properties
0%
▲ 4.29%
1
Open
Aug 16, 2020
National Health Investors
0%
▼ 9.79%
1
Open
Aug 16, 2020
Alexandria Equities
0%
▼ 26.08%
1
Open
Aug 16, 2020
Agree Realty
0%
▲ 8.22%
1
Open
Aug 16, 2020
American Tower
0%
▼ 15.87%
1
Open
Aug 16, 2020
Digital Realty
0%
▼ 33.50%
1
Open
Aug 16, 2020
Stag Industrial
0%
▲ 10.30%
1
Open
Aug 16, 2020
Ventas
0%
▲ 12.86%
1
Open
Aug 16, 2020
Verizon
0%
▼ 27.49%
1
Open
Aug 15, 2020
Callon
0%
▲ 74.21%
3
Open
Jun 10, 2020
Lowe's
0%
▲ 131.66%
2
Sell
Jun 08, 2020
Altria Group
0%
▲ 43.61%
2
Sell
Jun 08, 2020
Barrick Gold
0%
▲ 10.63%
2
Sell
Jun 08, 2020
Energy Transfer
21.29%
▲ 148.40%
2
Buy
Jun 08, 2020
Duke Energy
0%
▲ 17.59%
1
Open
Jun 05, 2020
Bunge
0%
▲ 157.38%
1
Open
May 30, 2020
PPL
0%
▲ 22.15%
1
Open
May 14, 2020