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Portofel - New Portfolio

PerformancePortfolio Details

sorche60@gmail.com

Portofel
Individual Investor
Ranked #138,474 out of 783,619 TipRanks' Investors
Success Rate
65%
102 out of 158
profitable transactions
Average Return
9.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.86%
6-Month Return▼ 2.89%
12-Month Return▲ 8.11%
YTD Return▲ 2.86%
Total Return▲ 22.23%

Best Trade

AssetCitigroup (C)
Opened at
Closed at-
Gain▲ 102.21%

Bio

Conservative,dividend oriented

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.95%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.86%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 5.33%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.79%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 2.86%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.95%
▲ 8.13%▲ 1.21%▼ 1.23%
▼ 13.14%▲ 2.34%▼ 2.34%
▲ 2.93%▲ 2.10%▲ 5.86%
▲ 9.99%▼ 0.89%▼ 5.33%
▲ 26.04%▲ 5.96%▲ 1.32%
▲ 5.93%▼ 2.41%▼ 4.79%
▲ 3.19%▲ 2.68%▲ 2.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RIO
Rio Tinto
10.53%
▼ 0.48%
13
Buy
Jan 28, 2025
NVDA
Nvidia
3.16%
▲ 3.85%
17
Buy
Jan 27, 2025
SBLK
Star Bulk Carriers
3.59%
▼ 19.98%
15
Buy
Jan 23, 2025
C
Citigroup
12.73%
▲ 62.81%
14
Sell
Jan 15, 2025
GOGL
Golden Ocean Group
8.96%
▲ 0.90%
27
Buy
Jan 03, 2025
QCOM
Qualcomm
4.56%
▲ 22.54%
20
Sell
Dec 30, 2024
MO
Altria Group
3.27%
▲ 4.81%
10
Buy
Dec 26, 2024
GOOD
Gladstone Commercial
8.92%
▲ 30.94%
19
Buy
Dec 19, 2024
OXLC
Oxford Lane Capital
15.25%
▲ 23.36%
24
Buy
Dec 17, 2024
VZ
Verizon
5.46%
▲ 8.07%
19
Buy
Dec 09, 2024
BHP
BHP Group
6.88%
▼ 8.33%
15
Buy
Nov 13, 2024
BAC
Bank of America
8.61%
▲ 54.00%
8
Sell
Nov 06, 2024
ARCC
Ares Capital
8.1%
▲ 32.56%
9
Sell
Oct 24, 2024
AMZN
Amazon
―
▲ 10.20%
6
Close
Sep 24, 2024
INTC
Intel
―
▼ 39.66%
11
Close
Aug 13, 2024
O
Realty Income
―
▲ 0.19%
5
Close
Jul 02, 2024
CCJ
Cameco
―
▲ 12.40%
3
Close
Jun 17, 2024
OKLO
Oklo Inc
―
▼ 13.56%
3
Close
May 17, 2024
LMT
Lockheed Martin
―
▲ 4.40%
9
Close
May 03, 2024
AAPL
Apple
―
▲ 2.23%
3
Close
May 03, 2024