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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #22,068 out of 858,746 TipRanks' Investors
Success Rate
79%
74 out of 94
profitable transactions
Average Return
53.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.94%
6-Month Return▲ 14.63%
12-Month Return▲ 46.08%
YTD Return▲ 7.82%
Total Return▲ 73.27%

Best Trade

Opened at
Closed at-
Gain▲ 223.64%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.90%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.81%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.62%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.81%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 5.41%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 5.42%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 4.18%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.90%
▲ 10.96%▲ 2.38%▲ 0.81%
▼ 3.68%▲ 0.19%▲ 3.54%
▼ 0.10%▲ 0.08%▲ 1.62%
▲ 4.06%▲ 1.47%▲ 3.81%
▼ 1.10%▼ 0.86%▲ 5.41%
▲ 1.22%▼ 4.94%▼ 5.42%
▲ 5.30%▲ 3.95%▲ 4.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trinity Capital
1.14%
▲ 24.91%
3
Buy
Nov 04, 2025
ENI S.p.A.
2.58%
▲ 82.53%
4
Buy
Aug 22, 2025
British American Tobacco
5.58%
▲ 42.66%
4
Buy
Aug 18, 2025
Ares Capital
2.22%
▼ 2.14%
4
Buy
Jul 15, 2025
ING GROEP
2.66%
▲ 54.97%
7
Buy
May 01, 2025
Nvidia
1.37%
▲ 74.10%
5
Buy
Apr 23, 2025
AT&T
3.6%
▲ 44.81%
2
Buy
Apr 16, 2025
HSBC Holdings
2.02%
▲ 75.96%
8
Buy
Apr 16, 2025
TSMC
2.07%
▲ 130.20%
5
Buy
Apr 15, 2025
Visa
0.58%
▼ 5.20%
2
Buy
Apr 10, 2025
ASR Nederland N.V
0.67%
▲ 26.46%
1
Open
Mar 12, 2025
Enagas SA
0.19%
▲ 37.19%
1
Open
Mar 08, 2025
Imperial Brands
21.89%
▲ 67.38%
8
Buy
Jan 30, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Komercni banka, a.s.
20.62%
▲ 87.64%
2
Buy
Aug 09, 2024
NN Group N.V.
14.92%
▲ 145.49%
6
Buy
May 25, 2024
Warner Bros
▼ 41.71%
3
Close
May 12, 2024
MONETA Money Bank AS
▲ 8.28%
4
Close
May 12, 2024
Medical Properties Trust
1.83%
▼ 18.06%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023