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Dan portofoglio - New Portfolio

simondanut@yahoo.com

Dan portofoglio
Individual Investor
Ranked #160,928 out of 781,066 TipRanks' Investors
Success Rate
70%
21 out of 30
profitable transactions
Average Return
20.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.43%
6-Month Return▲ 6.11%
12-Month Return▲ 19.91%
YTD Return▲ 1.72%
Total Return▲ 22.97%

Best Trade

Opened at
Closed at-
Gain▲ 90.53%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.60%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.98%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.86%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.45%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.39%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.72%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.60%
▲ 8.13%▲ 1.21%▲ 4.98%
▼ 13.14%▲ 2.34%▲ 0.46%
▲ 2.93%▲ 2.10%▲ 1.43%
▲ 10.00%▼ 0.89%▼ 2.86%
▲ 26.04%▲ 5.96%▲ 6.45%
▲ 5.93%▼ 2.41%▼ 2.39%
▲ 9.79%▲ 0.95%▲ 1.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bayerische Motoren Werke Aktiengesellschaft
7.38%
▼ 16.87%
3
Buy
Dec 24, 2024
L3Harris Technologies
6.44%
▲ 2.41%
1
Open
Dec 23, 2024
Morgan Stanley
9.6%
▲ 42.32%
2
Buy
Aug 07, 2024
Ferrovial
11.84%
▲ 15.66%
1
Open
Feb 06, 2024
Canadian National Railway
3.37%
▼ 17.97%
1
Open
Feb 04, 2024
Johnson & Johnson
3.9%
▼ 2.64%
1
Open
Feb 04, 2024
Emerson Electric Company
8.26%
▲ 35.84%
1
Open
Feb 04, 2024
SolarEdge Technologies
0.00%
2
Close
Dec 04, 2023
Newmont Mining
3.87%
▲ 4.73%
1
Open
Dec 04, 2023
Macy's
0.27%
▼ 11.03%
2
Buy
Dec 03, 2023
Moelis
0.11%
▲ 68.12%
2
Buy
Dec 03, 2023
Coca-Cola
4.71%
▲ 8.33%
2
Buy
Dec 03, 2023
United Parcel
0.27%
▼ 12.78%
1
Open
Dec 03, 2023
Victrex
2.68%
▼ 23.32%
1
Open
Dec 03, 2023
Alstom SA
3.37%
▲ 90.53%
1
Open
Dec 03, 2023
AvalonBay
0.84%
▲ 27.97%
1
Open
Dec 03, 2023
Schneider Electric
14.17%
▲ 60.95%
2
Buy
Jul 17, 2023
3M
4.21%
▲ 76.70%
2
Buy
Jul 17, 2023
Moelis
1.08%
▲ 85.39%
1
Open
Jul 17, 2023
CSX
4.12%
▲ 0.64%
1
Open
Jun 14, 2023