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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #24,413 out of 833,817 TipRanks' Investors
Success Rate
80%
75 out of 94
profitable transactions
Average Return
44.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.42%
6-Month Return▲ 19.84%
12-Month Return▲ 53.07%
YTD Return▲ 49.74%
Total Return▲ 58.74%

Best Trade

Opened at
Closed at-
Gain▲ 224.36%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.84%
May 2025
▲ 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%
▲ 4.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.86%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.49%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 1.33%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 2.84%
▲ 9.25%▲ 5.14%▲ 2.26%
▲ 7.60%▲ 2.30%▲ 4.03%
▲ 2.76%▲ 2.05%▲ 3.59%
▲ 12.88%▲ 3.56%▲ 4.83%
▲ 10.96%▲ 2.38%▲ 0.86%
▼ 3.57%▲ 0.19%▲ 3.49%
▲ 1.45%▲ 1.32%▲ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trinity Capital
1.16%
▲ 17.29%
3
Buy
Nov 04, 2025
ENI S.p.A.
1.8%
▲ 22.60%
4
Buy
Aug 22, 2025
British American Tobacco
5.45%
▲ 32.10%
4
Buy
Aug 18, 2025
Ares Capital
2.49%
▲ 4.86%
4
Buy
Jul 15, 2025
ING GROEP
2.7%
▲ 52.20%
7
Buy
May 01, 2025
Nvidia
1.44%
▲ 80.33%
5
Buy
Apr 23, 2025
AT&T
3.3%
▲ 29.06%
2
Buy
Apr 16, 2025
HSBC Holdings
1.82%
▲ 50.84%
8
Buy
Apr 16, 2025
TSMC
1.71%
▲ 87.57%
5
Buy
Apr 15, 2025
Visa
0.68%
▲ 8.75%
2
Buy
Apr 10, 2025
ASR Nederland N.V
0.68%
▲ 25.06%
1
Open
Mar 12, 2025
Enagas SA
0.15%
▲ 5.71%
1
Open
Mar 08, 2025
Imperial Brands
22.27%
▲ 64.04%
8
Buy
Jan 30, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Komercni banka, a.s.
21.68%
▲ 94.26%
2
Buy
Aug 09, 2024
NN Group N.V.
14.18%
▲ 128.18%
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
1.98%
▼ 14.47%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023