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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #106,727 out of 769,603 TipRanks' Investors
Success Rate
66%
97 out of 147
profitable transactions
Average Return
11.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.65%
6-Month Return▼ 0.28%
12-Month Return▲ 21.69%
YTD Return▲ 13.84%
Total Return▲ 26.22%

Best Trade

Opened at
Closed at-
Gain▲ 73.74%

Bio

Conservative,dividend oriented

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.86%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.01%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.80%
▲ 11.46%▲ 5.06%▲ 7.50%
▼ 2.25%▲ 3.53%▼ 0.95%
▲ 25.72%▲ 1.21%▼ 1.23%
▼ 4.22%▲ 2.34%▼ 2.34%
▲ 7.82%▲ 2.10%▲ 5.86%
▲ 5.70%▼ 0.89%▼ 5.01%
▲ 37.60%▲ 4.40%▲ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
1.79%
▲ 13.67%
14
Sell
Nov 22, 2024
Golden Ocean Group
8.14%
▲ 18.06%
25
Sell
Nov 19, 2024
BHP Group
7.92%
▼ 3.52%
15
Buy
Nov 13, 2024
Oxford Lane Capital
15.46%
▲ 23.60%
23
Buy
Nov 12, 2024
Bank of America
9.48%
▲ 54.07%
8
Sell
Nov 06, 2024
Citigroup
11.44%
▲ 44.86%
12
Sell
Nov 06, 2024
Qualcomm
6.52%
▲ 11.17%
19
Buy
Nov 05, 2024
Star Bulk Carriers
4.18%
▼ 11.19%
13
Buy
Nov 05, 2024
Altria Group
2.14%
▲ 9.43%
9
Sell
Oct 31, 2024
Ares Capital
8.33%
▲ 21.92%
9
Sell
Oct 24, 2024
Verizon
5.98%
▲ 15.86%
17
Buy
Oct 22, 2024
Rio Tinto
10.22%
▲ 1.55%
12
Buy
Oct 08, 2024
Amazon
▲ 10.20%
6
Close
Sep 24, 2024
Gladstone Commercial
8.4%
▲ 39.77%
18
Sell
Aug 14, 2024
Intel
▼ 39.66%
11
Close
Aug 13, 2024
Realty Income
▲ 0.19%
5
Close
Jul 02, 2024
Cameco
▲ 12.40%
3
Close
Jun 17, 2024
Oklo Inc
▼ 13.56%
3
Close
May 17, 2024
Lockheed Martin
▲ 4.40%
9
Close
May 03, 2024
Apple
▲ 2.23%
3
Close
May 03, 2024