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Portofel - New Portfolio
sorche60@gmail.com
PortofelIndividual Investor
Ranked #236,867 out of 807,773 TipRanks' Investors
Success Rate
109 out of 182
profitable transactions
profitable transactions
Average Return
7.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.54%
6-Month Return▲ 4.02%
12-Month Return▼ 5.23%
YTD Return▲ 4.38%
Total Return▲ 23.47%
Best Trade
Bio
Conservative,dividend oriented
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.27%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.16%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.80%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.20%
May 2025
▲ 6.24%
▲ 5.14%
▼ 0.39%
Jun 2025
▲ 3.68%
▲ 0.93%
▲ 3.74%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.27%
▲ 6.03%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 1.17%
▼ 1.80%▼ 5.57%▼ 4.16%
▲ 1.84%▼ 0.87%▼ 2.80%
▲ 12.20%▲ 6.28%▲ 3.20%
▲ 6.24%▲ 5.14%▼ 0.39%
▲ 3.68%▲ 0.93%▲ 3.74%
Recent Activity
Oxford Lane Capital
14.52%
▲ 6.13%
35
Buy
Jun 30, 2025
Golden Ocean Group
12.94%
▼ 1.37%
37
Sell
Jun 24, 2025
BHP Group
4.34%
▲ 0.15%
19
Sell
Jun 17, 2025
Altria Group
2.22%
▲ 10.54%
15
Sell
May 21, 2025
Philip Morris
2.31%
▲ 3.79%
1
Open
May 21, 2025
Star Bulk Carriers
6.77%
▲ 2.98%
22
Buy
May 14, 2025
Expedia
―
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
6.4%
▲ 16.26%
21
Buy
Apr 07, 2025
Qualcomm
―
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
8.78%
▲ 32.86%
11
Buy
Apr 04, 2025
Nvidia
―
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
13.34%
▲ 75.08%
15
Sell
Feb 06, 2025
Rio Tinto
10.18%
▲ 3.43%
14
Sell
Feb 06, 2025
Gladstone Commercial
8.61%
▲ 17.58%
19
Buy
Dec 19, 2024
Bank of America
9.58%
▲ 55.92%
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
Oklo Inc
―
▼ 13.56%
3
Close
May 17, 2024