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New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #22,624 out of 808,344 TipRanks' Investors
Success Rate
82%
74 out of 90
profitable transactions
Average Return
26.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.53%
6-Month Return▲ 24.63%
12-Month Return▲ 29.42%
YTD Return▲ 26.92%
Total Return▲ 34.54%

Best Trade

Opened at
Closed at-
Gain▲ 111.62%

Bio

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 2.23%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 10.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.28%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.42%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.85%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.26%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 1.27%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.23%
▲ 6.03%▲ 2.69%▲ 8.48%
▼ 12.86%▼ 1.27%▲ 10.01%
▼ 1.80%▼ 5.57%▲ 1.28%
▲ 1.84%▼ 0.87%▼ 1.42%
▲ 12.20%▲ 6.28%▲ 2.85%
▲ 6.24%▲ 5.14%▲ 2.26%
▲ 13.92%▲ 0.69%▲ 1.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
3.32%
▲ 18.69%
4
Buy
Jul 15, 2025
ENI S.p.A.
1.3%
▲ 9.46%
3
Buy
Jun 06, 2025
ING GROEP
2.54%
▲ 21.13%
7
Buy
May 01, 2025
Nvidia
1.53%
▲ 63.19%
5
Buy
Apr 23, 2025
AT&T
4.25%
▲ 39.90%
2
Buy
Apr 16, 2025
HSBC Holdings
1.66%
▲ 16.28%
8
Buy
Apr 16, 2025
TSMC
1.6%
▲ 48.05%
5
Buy
Apr 15, 2025
Visa
0.78%
▲ 5.87%
2
Buy
Apr 10, 2025
British American Tobacco
2.88%
▲ 27.22%
3
Buy
Mar 12, 2025
ASR Nederland N.V
0.75%
▲ 15.56%
1
Open
Mar 12, 2025
Enagas SA
0.17%
▲ 4.66%
1
Open
Mar 08, 2025
Imperial Brands
24.21%
▲ 49.62%
8
Buy
Jan 30, 2025
Shell (UK)
▲ 19.41%
3
Close
Nov 29, 2024
Trinity Capital
0.96%
▲ 17.00%
2
Buy
Nov 07, 2024
Komercni banka, a.s.
21.86%
▲ 66.64%
2
Buy
Aug 09, 2024
NN Group N.V.
14.39%
▲ 94.22%
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
1.87%
▼ 33.38%
9
Buy
Jan 05, 2024
Telefonica Deutschland Holding
▼ 19.18%
4
Close
Nov 10, 2023