New Portfolio FIO - New Portfolio

New Portfolio FIO
Individual Investor
Ranked #126,402 out of 766,001 TipRanks' Investors
Success Rate
71%
35 out of 49
profitable transactions
Average Return
13.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.94%
6-Month Return▲ 10.84%
12-Month Return▲ 41.76%
YTD Return▲ 24.10%
Total Return▲ 7.94%

Best Trade

Opened at
Closed at-
Gain▲ 83.89%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 6.05%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.42%
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%
▲ 6.02%▼ 0.89%▼ 6.05%
▲ 5.59%▲ 5.20%▲ 2.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Imperial Brands
20.63%
▲ 36.70%
6
Buy
Nov 08, 2024
Trinity Capital
1.29%
▲ 2.24%
2
Buy
Nov 07, 2024
Komercni banka, a.s.
22.12%
▲ 4.89%
2
Buy
Aug 09, 2024
NN Group N.V.
14.41%
▲ 46.99%
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
3.13%
▼ 23.64%
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
2.73%
▲ 16.04%
1
Open
Sep 11, 2023
Komercni banka, a.s.
▼ 8.12%
2
Close
May 25, 2023
Allianz
4.78%
▲ 41.06%
2
Buy
May 11, 2023
Shell (UK)
10.4%
▲ 19.97%
1
Open
May 11, 2023
Altria Group
4.2%
▲ 38.64%
3
Buy
Mar 14, 2023
Alphabet Class C
4.2%
▲ 70.54%
2
Buy
Oct 11, 2022
Orchid Island Capital
0.74%
▲ 3.78%
2
Buy
Oct 11, 2022
Bank of America
3.51%
▲ 39.19%
1
Open
Aug 24, 2022
Ares Capital
3.35%
▲ 31.48%
1
Open
Aug 24, 2022
AT&T
4.52%
▲ 41.22%
1
Open
Aug 24, 2022