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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #20,720 out of 849,640 TipRanks' Investors
Success Rate
82%
77 out of 94
profitable transactions
Average Return
49.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.49%
6-Month Return▲ 21.13%
12-Month Return▲ 52.98%
YTD Return▲ 3.64%
Total Return▲ 64.78%

Best Trade

Opened at
Closed at-
Gain▲ 239.44%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 2.26%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.03%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.59%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.86%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.49%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.55%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 3.64%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.26%
▲ 7.60%▲ 2.30%▲ 4.03%
▲ 2.76%▲ 2.05%▲ 3.59%
▲ 12.88%▲ 3.56%▲ 4.77%
▲ 10.96%▲ 2.38%▲ 0.86%
▼ 3.58%▲ 0.19%▲ 3.49%
▼ 0.10%▲ 0.08%▲ 1.55%
▲ 3.05%▲ 1.43%▲ 3.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trinity Capital
1.23%
▲ 31.37%
3
Buy
Nov 04, 2025
ENI S.p.A.
1.81%
▲ 26.51%
4
Buy
Aug 22, 2025
British American Tobacco
5.55%
▲ 39.03%
4
Buy
Aug 18, 2025
Ares Capital
2.57%
▲ 9.58%
4
Buy
Jul 15, 2025
ING GROEP
2.71%
▲ 57.94%
7
Buy
May 01, 2025
Nvidia
1.41%
▲ 78.05%
5
Buy
Apr 23, 2025
AT&T
3.11%
▲ 24.38%
2
Buy
Apr 16, 2025
HSBC Holdings
1.89%
▲ 58.98%
8
Buy
Apr 16, 2025
TSMC
1.94%
▲ 114.94%
5
Buy
Apr 15, 2025
Visa
0.62%
▲ 0.53%
2
Buy
Apr 10, 2025
ASR Nederland N.V
0.68%
▲ 27.00%
1
Open
Mar 12, 2025
Enagas SA
0.15%
▲ 10.66%
1
Open
Mar 08, 2025
Imperial Brands
21.66%
▲ 63.58%
8
Buy
Jan 30, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Komercni banka, a.s.
22.22%
▲ 101.18%
2
Buy
Aug 09, 2024
NN Group N.V.
14.06%
▲ 131.38%
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
2.02%
▼ 11.93%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023