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Portofel - New Portfolio

sorche60@gmail.com

Portofel
Individual Investor
Ranked #212,481 out of 859,217 TipRanks' Investors
Success Rate
61%
114 out of 188
profitable transactions
Average Return
16.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.42%
6-Month Return▲ 15.61%
12-Month Return▲ 24.78%
YTD Return▲ 9.53%
Total Return▲ 37.04%

Best Trade

Opened at
Closed at-
Gain▲ 230.68%

Bio

Conservative,dividend oriented

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.82%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.30%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.11%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.96%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.37%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.37%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 4.35%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.82%
▲ 10.96%▲ 2.38%▼ 2.30%
▼ 3.68%▲ 0.19%▲ 1.18%
▼ 0.10%▲ 0.08%▲ 2.11%
▲ 4.06%▲ 1.47%▲ 4.96%
▼ 1.12%▼ 0.86%▼ 0.37%
▲ 0.60%▼ 4.94%▲ 0.37%
▲ 10.48%▲ 6.78%▲ 4.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Euronav
17.97%
▲ 60.68%
2
Buy
Aug 27, 2025
Golden Ocean Group
▼ 6.42%
38
Close
Aug 21, 2025
Oxford Lane Capital
3.88%
▼ 32.29%
41
Sell
Aug 14, 2025
Rio Tinto
13.86%
▲ 75.94%
16
Buy
Jul 31, 2025
Gladstone Commercial
7.63%
▲ 11.25%
20
Buy
Jul 29, 2025
Star Bulk Carriers
9.41%
▲ 39.41%
23
Buy
Jul 24, 2025
BHP Group
5.55%
▲ 58.60%
19
Sell
Jun 17, 2025
Altria Group
2.12%
▲ 24.09%
15
Sell
May 21, 2025
Philip Morris
1.72%
▼ 5.45%
1
Open
May 21, 2025
Expedia
▼ 7.70%
3
Close
Apr 14, 2025
Verizon
5.88%
▲ 33.44%
21
Buy
Apr 07, 2025
Qualcomm
▼ 9.97%
24
Close
Apr 04, 2025
Ares Capital
6.03%
▲ 16.46%
11
Buy
Apr 04, 2025
Nvidia
▼ 5.84%
18
Close
Mar 10, 2025
Citigroup
16.76%
▲ 166.25%
15
Sell
Feb 06, 2025
Bank of America
9.2%
▲ 80.95%
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