tiprankstipranks
Trending News
More News >

New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #23,657 out of 830,412 TipRanks' Investors
Success Rate
80%
75 out of 94
profitable transactions
Average Return
41.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.38%
6-Month Return▲ 20.24%
12-Month Return▲ 45.03%
YTD Return▲ 47.67%
Total Return▲ 56.53%

Best Trade

Opened at
Closed at-
Gain▲ 228.72%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.42%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.84%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.26%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.04%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.59%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.86%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 3.38%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 1.42%
▲ 11.63%▲ 6.28%▲ 2.84%
▲ 9.25%▲ 5.14%▲ 2.26%
▲ 7.60%▲ 2.30%▲ 4.04%
▲ 2.76%▲ 2.05%▲ 3.59%
▲ 12.88%▲ 3.56%▲ 4.86%
▲ 10.96%▲ 2.38%▲ 0.86%
▼ 3.44%▲ 0.19%▲ 3.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trinity Capital
1.18%
▲ 14.73%
3
Buy
Nov 04, 2025
ENI S.p.A.
1.86%
▲ 23.93%
4
Buy
Aug 22, 2025
British American Tobacco
5.82%
▲ 38.56%
4
Buy
Aug 18, 2025
Ares Capital
2.66%
▲ 5.62%
4
Buy
Jul 15, 2025
ING GROEP
2.58%
▲ 42.13%
7
Buy
May 01, 2025
Nvidia
1.41%
▲ 69.22%
5
Buy
Apr 23, 2025
AT&T
3.62%
▲ 36.18%
2
Buy
Apr 16, 2025
HSBC Holdings
1.69%
▲ 37.34%
8
Buy
Apr 16, 2025
TSMC
1.74%
▲ 82.62%
5
Buy
Apr 15, 2025
Visa
0.66%
▲ 2.41%
2
Buy
Apr 10, 2025
ASR Nederland N.V
0.67%
▲ 19.98%
1
Open
Mar 12, 2025
Enagas SA
0.16%
▲ 11.80%
1
Open
Mar 08, 2025
Imperial Brands
23.37%
▲ 68.47%
8
Buy
Jan 30, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Komercni banka, a.s.
19.5%
▲ 68.08%
2
Buy
Aug 09, 2024
NN Group N.V.
13.83%
▲ 117.06%
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
2.35%
▼ 4.05%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023