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Portofel - New Portfolio
sorche60@gmail.com
PortofelIndividual Investor
Ranked #276,647 out of 808,344 TipRanks' Investors
Success Rate
105 out of 182
profitable transactions
profitable transactions
Average Return
6.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.53%
6-Month Return▲ 0.56%
12-Month Return▼ 6.17%
YTD Return▲ 3.21%
Total Return▲ 22.08%
Best Trade
Bio
Conservative,dividend oriented
Performance
13.92%0-13.92%
▲ 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
▲ 13.92%
▲ 0.69%
▲ 2.57%
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%
▲ 13.92%▲ 0.69%▲ 2.57%
Recent Activity
Oxford Lane Capital
14.77%
▲ 7.16%
35
Buy
Jun 30, 2025
Golden Ocean Group
12.7%
▼ 3.84%
37
Sell
Jun 24, 2025
BHP Group
4.23%
▼ 3.13%
19
Sell
Jun 17, 2025
Altria Group
2.26%
▲ 11.36%
15
Sell
May 21, 2025
Philip Morris
2.34%
▲ 4.38%
1
Open
May 21, 2025
Star Bulk Carriers
6.59%
▼ 0.36%
22
Buy
May 14, 2025
Expedia
―
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
6.39%
▲ 15.25%
21
Buy
Apr 07, 2025
Qualcomm
―
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
8.81%
▲ 32.34%
11
Buy
Apr 04, 2025
Nvidia
―
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
14.05%
▲ 83.14%
15
Sell
Feb 06, 2025
Rio Tinto
9.81%
▼ 1.02%
14
Sell
Feb 06, 2025
Gladstone Commercial
8.52%
▲ 15.48%
19
Buy
Dec 19, 2024
Bank of America
9.53%
▲ 53.99%
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