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Wall St. Portfolio - New Portfolio

Bruno

Wall St. Portfolio
Individual Investor
Ranked #82,490 out of 805,489 TipRanks' Investors
Success Rate
72%
49 out of 68
profitable transactions
Average Return
19.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.73%
6-Month Return▲ 4.44%
12-Month Return▲ 6.21%
YTD Return▲ 3.54%
Total Return▲ 49.08%

Best Trade

Opened at
Closed at-
Gain▲ 102.37%

Bio

Passive income portfolio, the goal here is consistent dividends with low volatility to market changes.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.54%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.91%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.02%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.66%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 11.21%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.96%
May 2025
▲ 3.20%
▲ 4.12%
▲ 7.45%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.54%
▲ 5.10%▼ 2.41%▼ 2.94%
▲ 6.03%▲ 2.69%▲ 6.91%
▼ 12.86%▼ 1.27%▼ 3.02%
▼ 1.80%▼ 5.57%▲ 2.66%
▲ 1.83%▼ 0.87%▼ 11.21%
▲ 12.21%▲ 6.28%▲ 1.96%
▲ 3.20%▲ 4.12%▲ 7.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Petroleo Brasileiro SA- Petrobras
18.46%
▲ 21.72%
29
Buy
May 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
69.12%
▲ 37.14%
13
Buy
Feb 07, 2025
Realty Income
12.42%
▲ 8.63%
9
Buy
Jan 10, 2025
Enbridge
▼ 1.43%
4
Close
Mar 11, 2024
JPMorgan Equity Premium Income ETF
▲ 13.23%
8
Close
Mar 11, 2024
Coca-Cola
▲ 1.69%
4
Close
Dec 14, 2023
Citigroup
▲ 11.93%
2
Close
Dec 14, 2023
Ambev SA
▲ 4.00%
3
Close
Nov 07, 2023
Tupperware Brands
▼ 55.02%
2
Close
Aug 29, 2023
Amazon
▲ 7.83%
4
Close
Mar 01, 2023
Electrameccanica Vehicles
▲ 63.23%
3
Close
Jan 12, 2023