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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #290,720 out of 831,094 TipRanks' Investors
Success Rate
60%
112 out of 188
profitable transactions
Average Return
7.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.26%
6-Month Return▲ 3.70%
12-Month Return▼ 0.37%
YTD Return▲ 4.76%
Total Return▲ 23.92%

Best Trade

Opened at
Closed at-
Gain▲ 170.93%

Bio

Conservative,dividend oriented

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.20%
May 2025
▲ 9.25%
▲ 5.14%
▼ 0.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.82%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.30%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 0.89%
Nov 2025
▲ 0.61%
▲ 0.15%
▲ 1.42%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.20%
▲ 9.25%▲ 5.14%▼ 0.40%
▲ 7.60%▲ 2.30%▲ 1.05%
▲ 2.76%▲ 2.05%▲ 4.87%
▲ 12.88%▲ 3.56%▼ 1.82%
▲ 10.96%▲ 2.38%▼ 2.30%
▼ 3.44%▲ 0.19%▲ 0.89%
▲ 0.61%▲ 0.15%▲ 1.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Euronav
17.32%
▲ 37.19%
2
Buy
Aug 27, 2025
Golden Ocean Group
▼ 6.42%
38
Close
Aug 21, 2025
Oxford Lane Capital
6.64%
▼ 10.62%
41
Sell
Aug 14, 2025
Rio Tinto
11.71%
▲ 28.62%
16
Buy
Jul 31, 2025
Gladstone Commercial
7.51%
▼ 6.85%
20
Buy
Jul 29, 2025
Star Bulk Carriers
8.79%
▲ 13.34%
23
Buy
Jul 24, 2025
BHP Group
4.56%
▲ 13.81%
19
Sell
Jun 17, 2025
Altria Group
2.12%
▲ 12.41%
15
Sell
May 21, 2025
Philip Morris
1.84%
▼ 11.65%
1
Open
May 21, 2025
Expedia
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
5.92%
▲ 15.56%
21
Buy
Apr 07, 2025
Qualcomm
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
7.57%
▲ 23.78%
11
Buy
Apr 04, 2025
Nvidia
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
15.53%
▲ 118.15%
15
Sell
Feb 06, 2025
Bank of America
10.49%
▲ 81.48%
8
Sell
Nov 06, 2024
Amazon
▲ 10.20%
6
Close
Sep 24, 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