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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #313,400 out of 801,238 TipRanks' Investors
Success Rate
55%
99 out of 180
profitable transactions
Average Return
3.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.43%
6-Month Return▼ 5.93%
12-Month Return▼ 7.42%
YTD Return▼ 0.69%
Total Return▲ 17.48%

Best Trade

Opened at
Closed at-
Gain▲ 89.22%

Bio

Conservative,dividend oriented

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 5.27%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.16%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.74%
Apr 2025
▲ 12.25%
▲ 6.60%
▲ 1.39%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 5.27%
▲ 25.97%▲ 5.96%▲ 1.32%
▲ 5.42%▼ 2.41%▼ 5.28%
▲ 6.01%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 1.17%
▼ 1.80%▼ 5.57%▼ 4.16%
▲ 1.76%▼ 0.87%▼ 2.74%
▲ 12.25%▲ 6.60%▲ 1.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Golden Ocean Group
12.51%
▼ 15.18%
36
Buy
May 21, 2025
Altria Group
2.28%
▲ 11.51%
15
Sell
May 21, 2025
Philip Morris
2.28%
▲ 2.63%
1
Open
May 21, 2025
Star Bulk Carriers
5.82%
▼ 11.08%
22
Buy
May 14, 2025
BHP Group
6.02%
▼ 4.23%
18
Sell
May 12, 2025
Oxford Lane Capital
16.76%
▲ 11.69%
30
Sell
May 09, 2025
Expedia
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
6.64%
▲ 19.58%
21
Buy
Apr 07, 2025
Qualcomm
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
8.39%
▲ 25.05%
11
Buy
Apr 04, 2025
Nvidia
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
11.53%
▲ 52.35%
15
Sell
Feb 06, 2025
Rio Tinto
10.06%
▲ 2.93%
14
Sell
Feb 06, 2025
Gladstone Commercial
8.69%
▲ 18.69%
19
Buy
Dec 19, 2024
Bank of America
9.01%
▲ 46.68%
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