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Portofelul meu - New Portfolio

Soso

Portofelul meu
Individual Investor
Ranked #56,053 out of 811,573 TipRanks' Investors
Success Rate
76%
65 out of 86
profitable transactions
Average Return
19.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.65%
6-Month Return▼ 3.89%
12-Month Return▲ 6.43%
YTD Return▲ 1.00%
Total Return▲ 29.45%

Best Trade

Opened at
Closed at-
Gain▲ 129.28%

Bio

Dividend oriented

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 4.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.83%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.38%
May 2025
▲ 6.24%
▲ 5.14%
▼ 0.27%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 0.03%
Jul 2025
▲ 0.94%
▼ 0.14%
▲ 0.07%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.31%
▼ 12.86%▼ 1.27%▲ 0.85%
▼ 1.80%▼ 5.57%▼ 3.83%
▲ 1.84%▼ 0.87%▼ 2.28%
▲ 12.20%▲ 6.28%▲ 2.38%
▲ 6.24%▲ 5.14%▼ 0.27%
▲ 27.86%▲ 2.30%▼ 0.03%
▲ 0.94%▼ 0.14%▲ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Citigroup
14.19%
▲ 102.22%
9
Sell
May 03, 2025
Golden Ocean Group
11.04%
▲ 23.34%
13
Buy
May 03, 2025
Oxford Lane Capital
14.39%
▲ 0.39%
17
Buy
May 03, 2025
Qualcomm
▲ 18.34%
9
Close
May 03, 2025
Nvidia
▼ 12.31%
5
Close
May 03, 2025
Altria Group
4.77%
▲ 13.61%
2
Buy
May 03, 2025
Star Bulk Carriers
4.82%
▲ 25.48%
2
Buy
May 03, 2025
Bank of America
9.42%
▲ 52.14%
6
Sell
Dec 26, 2024
Lockheed Martin
▲ 13.13%
8
Close
Dec 26, 2024
Rio Tinto
10.01%
▲ 3.12%
8
Buy
Dec 26, 2024
Verizon
6.62%
▲ 29.97%
8
Buy
Dec 26, 2024
BHP Group
7.95%
▼ 2.81%
6
Buy
Dec 26, 2024
Gladstone Commercial
8.16%
▲ 10.69%
9
Sell
Dec 26, 2024
Suncor Energy
▲ 25.13%
5
Close
Dec 26, 2024
Ares Capital
8.63%
▲ 36.75%
7
Buy
Dec 26, 2024
Apple
▲ 44.48%
3
Close
Dec 26, 2024
Chevron
▼ 6.97%
2
Close
May 03, 2023
PepsiCo
▲ 3.81%
3
Close
Apr 29, 2023
Albemarle
▼ 9.82%
2
Close
Apr 24, 2023
Microsoft
▲ 13.06%
4
Close
Apr 01, 2023