Dan portofoglio - New Portfolio

simondanut@yahoo.com

Dan portofoglio
Individual Investor
Ranked #137,261 out of 757,673 TipRanks' Investors
Success Rate
71%
20 out of 28
profitable transactions
Average Return
17.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.10%
6-Month Return▲ 6.58%
12-Month Return▲ 26.22%
YTD Return▲ 7.90%
Total Return▲ 17.40%

Best Trade

Opened at
Closed at-
Gain▲ 68.17%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.33%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.55%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.60%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.98%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 5.59%
▲ 1.30%
▼ 0.56%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.36%
▲ 5.05%▲ 3.27%▲ 6.33%
▼ 12.40%▼ 4.03%▼ 3.33%
▲ 11.46%▲ 5.06%▲ 6.55%
▼ 2.25%▲ 3.53%▼ 1.60%
▲ 25.76%▲ 1.21%▲ 4.98%
▼ 4.21%▲ 2.34%▲ 0.46%
▲ 5.59%▲ 1.30%▼ 0.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Morgan Stanley
8.16%
▲ 4.95%
2
Buy
Aug 07, 2024
Ferrovial
13.82%
▲ 7.76%
1
Open
Feb 06, 2024
Canadian National Railway
4.44%
▼ 5.94%
1
Open
Feb 04, 2024
Johnson & Johnson
4.98%
▲ 7.84%
1
Open
Feb 04, 2024
Emerson Electric Company
7.98%
▲ 14.25%
1
Open
Feb 04, 2024
SolarEdge Technologies
0.00%
2
Close
Dec 04, 2023
Newmont Mining
5.78%
▲ 36.90%
1
Open
Dec 04, 2023
Macy's
0.33%
▼ 3.74%
2
Buy
Dec 03, 2023
Moelis
0.11%
▲ 51.17%
2
Buy
Dec 03, 2023
Coca-Cola
6.16%
▲ 23.76%
2
Buy
Dec 03, 2023
United Parcel
0.31%
▼ 14.59%
1
Open
Dec 03, 2023
Victrex
2.95%
▼ 33.43%
1
Open
Dec 03, 2023
Alstom SA
3.59%
▲ 63.76%
1
Open
Dec 03, 2023
AvalonBay
1.02%
▲ 32.91%
1
Open
Dec 03, 2023
Schneider Electric
15.9%
▲ 45.56%
2
Buy
Jul 17, 2023
3M
4.6%
▲ 67.97%
2
Buy
Jul 17, 2023
Bayerische Motoren Werke Aktiengesellschaft
2.5%
▼ 28.76%
2
Buy
Jul 17, 2023
Moelis
1.14%
▲ 56.41%
1
Open
Jul 17, 2023
CSX
5.03%
▲ 7.41%
1
Open
Jun 14, 2023
Deere
3.08%
▲ 3.55%
1
Open
Jun 14, 2023