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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #22,542 out of 803,756 TipRanks' Investors
Success Rate
81%
73 out of 90
profitable transactions
Average Return
22.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.70%
6-Month Return▲ 23.18%
12-Month Return▲ 31.90%
YTD Return▲ 23.49%
Total Return▲ 30.90%

Best Trade

Opened at
Closed at-
Gain▲ 102.36%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.53%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.24%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 10.02%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.29%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.42%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.85%
May 2025
▲ 3.71%
▲ 1.29%
▲ 0.76%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 1.53%
▲ 5.10%▼ 2.41%▼ 2.24%
▲ 6.03%▲ 2.69%▲ 8.48%
▼ 12.86%▼ 1.27%▲ 10.02%
▼ 1.80%▼ 5.57%▲ 1.29%
▲ 1.83%▼ 0.87%▼ 1.42%
▲ 12.21%▲ 6.28%▲ 2.85%
▲ 3.71%▲ 1.29%▲ 0.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ENI S.p.A.
1.31%
▲ 7.97%
3
Buy
Jun 06, 2025
Ares Capital
2.97%
▲ 12.33%
3
Buy
Jun 03, 2025
ING GROEP
2.4%
▲ 12.45%
7
Buy
May 01, 2025
Nvidia
1.3%
▲ 35.72%
5
Buy
Apr 23, 2025
AT&T
4.53%
▲ 44.52%
2
Buy
Apr 16, 2025
HSBC Holdings
1.63%
▲ 9.59%
8
Buy
Apr 16, 2025
TSMC
1.45%
▲ 31.90%
5
Buy
Apr 15, 2025
Visa
0.81%
▲ 7.65%
2
Buy
Apr 10, 2025
British American Tobacco
2.81%
▲ 17.51%
3
Buy
Mar 12, 2025
ASR Nederland N.V
0.72%
▲ 9.83%
1
Open
Mar 12, 2025
Enagas SA
0.19%
▲ 8.07%
1
Open
Mar 08, 2025
Imperial Brands
25.14%
▲ 52.92%
8
Buy
Jan 30, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Trinity Capital
0.98%
▲ 12.29%
2
Buy
Nov 07, 2024
Komercni banka, a.s.
21.5%
▲ 60.44%
2
Buy
Aug 09, 2024
NN Group N.V.
13.98%
▲ 85.73%
6
Buy
May 25, 2024
Warner Bros
▼ 41.71%
3
Close
May 12, 2024
MONETA Money Bank AS
▲ 8.27%
4
Close
May 12, 2024
Medical Properties
2.08%
▼ 29.11%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023