tiprankstipranks

New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #170,704 out of 769,291 TipRanks' Investors
Success Rate
66%
33 out of 50
profitable transactions
Average Return
12.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.33%
6-Month Return▲ 5.36%
12-Month Return▲ 30.47%
YTD Return▲ 20.65%
Total Return▲ 4.94%

Best Trade

Opened at
Closed at-
Gain▲ 73.03%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▲ 0.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.28%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.99%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.67%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.02%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 6.05%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 0.43%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 0.37%
▲ 11.46%▲ 5.06%▲ 9.28%
▼ 2.25%▲ 3.53%▼ 3.99%
▲ 25.72%▲ 1.21%▲ 5.67%
▼ 4.22%▲ 2.34%▼ 0.55%
▲ 7.82%▲ 2.10%▲ 9.02%
▲ 5.70%▼ 0.89%▼ 6.05%
▲ 37.60%▲ 4.40%▼ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Imperial Brands
21.45%
▲ 38.28%
6
Buy
Nov 08, 2024
Trinity Capital
1.31%
▲ 3.55%
2
Buy
Nov 07, 2024
Komercni banka, a.s.
22.09%
▲ 1.39%
2
Buy
Aug 09, 2024
NN Group N.V.
13.9%
▲ 46.44%
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
2.75%
▼ 34.06%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023
Mercedes-Benz Group
▼ 1.98%
4
Close
Sep 29, 2023
CEZ AS
▲ 1.43%
3
Close
Sep 11, 2023
Unilever
2.74%
▲ 16.17%
1
Open
Sep 11, 2023
Komercni banka, a.s.
▼ 8.12%
2
Close
May 25, 2023
Allianz
4.72%
▲ 43.08%
2
Buy
May 11, 2023
Shell (UK)
10.26%
▲ 22.42%
1
Open
May 11, 2023
Altria Group
4.41%
▲ 43.71%
3
Buy
Mar 14, 2023
Alphabet Class C
3.88%
▲ 60.47%
2
Buy
Oct 11, 2022
Orchid Island Capital
0.74%
▲ 3.26%
2
Buy
Oct 11, 2022
Bank of America
3.65%
▲ 43.29%
1
Open
Aug 24, 2022
Ares Capital
3.42%
▲ 33.01%
1
Open
Aug 24, 2022
AT&T
4.68%
▲ 45.27%
1
Open
Aug 24, 2022