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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #268,478 out of 813,701 TipRanks' Investors
Success Rate
60%
111 out of 186
profitable transactions
Average Return
6.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–¼ 1.59%
6-Month Returnâ–¼ 3.61%
12-Month Returnâ–² 2.22%
YTD Returnâ–² 2.96%
Total Returnâ–² 21.79%

Best Trade

Opened at
Closed at-
Gainâ–² 136.44%

Bio

Conservative,dividend oriented

Performance

27.89%0-27.89%
â–² 6.03%
â–² 2.69%
â–² 3.86%
Jan 2025
â–¼ 12.86%
â–¼ 1.27%
â–² 1.17%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–¼ 4.16%
Mar 2025
â–² 1.84%
â–¼ 0.87%
â–¼ 2.80%
Apr 2025
â–² 12.20%
â–² 6.28%
â–² 3.20%
May 2025
â–² 6.24%
â–² 5.14%
â–¼ 0.39%
Jun 2025
â–² 27.89%
â–² 2.30%
â–² 1.05%
Jul 2025
â–² 6.85%
â–² 1.80%
â–² 1.25%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
â–² 6.03%â–² 2.69%â–² 3.86%
â–¼ 12.86%â–¼ 1.27%â–² 1.17%
â–¼ 1.80%â–¼ 5.57%â–¼ 4.16%
â–² 1.84%â–¼ 0.87%â–¼ 2.80%
â–² 12.20%â–² 6.28%â–² 3.20%
â–² 6.24%â–² 5.14%â–¼ 0.39%
â–² 27.89%â–² 2.30%â–² 1.05%
â–² 6.85%â–² 1.80%â–² 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oxford Lane Capital
8.12%
â–¼ 7.19%
41
Sell
Aug 14, 2025
Rio Tinto
10.51%
â–² 6.04%
16
Buy
Jul 31, 2025
Gladstone Commercial
9.89%
â–² 10.10%
20
Buy
Jul 29, 2025
Star Bulk Carriers
8.74%
â–² 3.35%
23
Buy
Jul 24, 2025
Golden Ocean Group
12.67%
â–¼ 6.18%
37
Sell
Jun 24, 2025
BHP Group
4.64%
â–² 4.13%
19
Sell
Jun 17, 2025
Altria Group
2.61%
â–² 20.21%
15
Sell
May 21, 2025
Philip Morris
2.19%
â–¼ 4.12%
1
Open
May 21, 2025
Expedia
―
â–¼ 7.70%
3
Close
Apr 14, 2025
Verizon
7.01%
â–² 23.57%
21
Buy
Apr 07, 2025
Qualcomm
―
â–¼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
8.87%
â–² 30.36%
11
Buy
Apr 04, 2025
Nvidia
―
â–¼ 5.84%
18
Close
Mar 10, 2025
Citigroup
14.84%
â–² 90.38%
15
Sell
Feb 06, 2025
Bank of America
9.91%
â–² 56.62%
8
Sell
Nov 06, 2024
Amazon
―
â–² 10.20%
6
Close
Sep 24, 2024
Intel
―
â–¼ 39.66%
11
Close
Aug 13, 2024
Realty Income
―
â–² 0.19%
5
Close
Jul 02, 2024
Cameco
―
â–² 12.40%
3
Close
Jun 17, 2024
Oklo Inc
―
â–¼ 13.56%
3
Close
May 17, 2024