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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #246,247 out of 836,051 TipRanks' Investors
Success Rate
61%
115 out of 188
profitable transactions
Average Return
10.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.61%
6-Month Return▲ 4.36%
12-Month Return▲ 8.66%
YTD Return▲ 3.12%
Total Return▲ 28.99%

Best Trade

Opened at
Closed at-
Gain▲ 206.17%

Bio

Conservative,dividend oriented

Performance

12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.15%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.11%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 3.12%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.15%
▼ 0.10%▲ 0.08%▲ 2.11%
▲ 1.08%▲ 1.11%▲ 3.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Euronav
16.84%
▲ 40.28%
2
Buy
Aug 27, 2025
Golden Ocean Group
▼ 6.42%
38
Close
Aug 21, 2025
Oxford Lane Capital
6.12%
▼ 11.12%
41
Sell
Aug 14, 2025
Rio Tinto
12.66%
▲ 45.78%
16
Buy
Jul 31, 2025
Gladstone Commercial
7.35%
▼ 2.68%
20
Buy
Jul 29, 2025
Star Bulk Carriers
8.52%
▲ 15.85%
23
Buy
Jul 24, 2025
BHP Group
4.73%
▲ 23.70%
19
Sell
Jun 17, 2025
Altria Group
1.94%
▲ 10.59%
15
Sell
May 21, 2025
Philip Morris
1.84%
▼ 6.68%
1
Open
May 21, 2025
Expedia
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
5.63%
▲ 15.27%
21
Buy
Apr 07, 2025
Qualcomm
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
7.21%
▲ 26.45%
11
Buy
Apr 04, 2025
Nvidia
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
16.75%
▲ 146.52%
15
Sell
Feb 06, 2025
Bank of America
10.4%
▲ 89.48%
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