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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #202,416 out of 817,143 TipRanks' Investors
Success Rate
64%
120 out of 188
profitable transactions
Average Return
7.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–² 3.12%
6-Month Returnâ–² 3.82%
12-Month Returnâ–² 5.46%
YTD Returnâ–² 5.56%
Total Returnâ–² 24.86%

Best Trade

Opened at
Closed at-
Gainâ–² 141.94%

Bio

Conservative,dividend oriented

Performance

27.87%0-27.87%
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 2.70%
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 0.40%
Jun 2025
â–² 27.87%
â–² 2.30%
â–² 1.05%
Jul 2025
â–² 4.87%
â–² 2.05%
â–² 4.87%
Aug 2025
â–² 3.94%
â–² 0.82%
â–¼ 1.11%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
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 2.70%
â–² 12.20%â–² 6.28%â–² 3.20%
â–² 6.24%â–² 5.14%â–¼ 0.40%
â–² 27.87%â–² 2.30%â–² 1.05%
â–² 4.87%â–² 2.05%â–² 4.87%
â–² 3.94%â–² 0.82%â–¼ 1.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Euronav
15.36%
â–² 17.28%
2
Buy
Aug 27, 2025
Golden Ocean Group
―
â–¼ 6.42%
38
Close
Aug 21, 2025
Oxford Lane Capital
8.01%
â–¼ 3.68%
41
Sell
Aug 14, 2025
Rio Tinto
10.38%
â–² 10.33%
16
Buy
Jul 31, 2025
Gladstone Commercial
9.35%
â–² 10.35%
20
Buy
Jul 29, 2025
Star Bulk Carriers
8.66%
â–² 8.01%
23
Buy
Jul 24, 2025
BHP Group
4.42%
â–² 6.50%
19
Sell
Jun 17, 2025
Altria Group
2.47%
â–² 20.15%
15
Sell
May 21, 2025
Philip Morris
2.04%
â–¼ 6.12%
1
Open
May 21, 2025
Expedia
―
â–¼ 7.70%
3
Close
Apr 14, 2025
Verizon
6.52%
â–² 21.01%
21
Buy
Apr 07, 2025
Qualcomm
―
â–¼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
8.46%
â–² 30.83%
11
Buy
Apr 04, 2025
Nvidia
―
â–¼ 5.84%
18
Close
Mar 10, 2025
Citigroup
14.42%
â–² 94.81%
15
Sell
Feb 06, 2025
Bank of America
9.92%
â–² 65.95%
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