Dan portofoglio - New Portfolio

simondanut@yahoo.com

Dan portofoglio
Individual Investor
Ranked #236,298 out of 794,241 TipRanks' Investors
Success Rate
59%
23 out of 39
profitable transactions
Average Return
9.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.46%
6-Month Return▲ 1.11%
12-Month Return▲ 8.44%
YTD Return▼ 0.47%
Total Return▲ 18.91%

Best Trade

Opened at
Closed at-
Gain▲ 86.16%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.62%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.46%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.77%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.06%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 0.40%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.43%
▲ 10.00%▼ 0.89%▼ 3.62%
▲ 26.01%▲ 5.96%▲ 6.46%
▲ 5.33%▼ 2.41%▼ 2.77%
▲ 5.87%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▲ 1.83%
▼ 1.80%▼ 5.57%▼ 6.06%
▲ 0.58%▲ 0.28%▲ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CSX
3.13%
▼ 9.11%
2
Buy
Jan 30, 2025
Intel
2.46%
▼ 13.28%
2
Buy
Jan 30, 2025
Cisco Systems
0.71%
▲ 2.20%
1
Open
Jan 30, 2025
Bloom Energy
0.12%
▼ 9.69%
1
Open
Jan 30, 2025
RTX
9.75%
▲ 3.52%
1
Open
Jan 30, 2025
Sabra Healthcare REIT
0.1%
▲ 6.33%
1
Open
Jan 30, 2025
American Express
6.62%
▼ 15.20%
1
Open
Jan 30, 2025
Albemarle
2.54%
▼ 15.67%
1
Open
Jan 30, 2025
Levi Strauss & Co
0.13%
▼ 12.46%
1
Open
Jan 30, 2025
Bayerische Motoren Werke Aktiengesellschaft
6.1%
▼ 20.10%
3
Buy
Dec 24, 2024
L3Harris Technologies
5.07%
▼ 1.00%
1
Open
Dec 23, 2024
Morgan Stanley
6.61%
▲ 20.27%
2
Buy
Aug 07, 2024
Ferrovial
10.55%
▲ 20.03%
1
Open
Feb 06, 2024
Canadian National Railway
2.68%
▼ 19.83%
1
Open
Feb 04, 2024
Johnson & Johnson
3.33%
▲ 2.29%
1
Open
Feb 04, 2024
Emerson Electric Company
5.98%
▲ 20.50%
1
Open
Feb 04, 2024
SolarEdge Technologies
0.00%
2
Close
Dec 04, 2023
Newmont Mining
3.67%
▲ 22.81%
1
Open
Dec 04, 2023
Macy's
0.2%
▼ 17.04%
2
Buy
Dec 03, 2023
Moelis
0.07%
▲ 28.00%
2
Buy
Dec 03, 2023