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Dan portofoglio - New Portfolio

simondanut@yahoo.com

Dan portofoglio
Individual Investor
Ranked #238,553 out of 788,174 TipRanks' Investors
Success Rate
59%
23 out of 39
profitable transactions
Average Return
19.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.33%
6-Month Return▲ 13.13%
12-Month Return▲ 24.04%
YTD Return▲ 7.50%
Total Return▲ 29.65%

Best Trade

Opened at
Closed at-
Gain▲ 88.58%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.98%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.43%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.93%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.50%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.59%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.51%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.98%
▼ 13.14%▲ 2.34%▲ 0.46%
▲ 2.93%▲ 2.10%▲ 1.43%
▲ 9.99%▼ 0.89%▼ 2.93%
▲ 26.03%▲ 5.96%▲ 6.50%
▲ 5.97%▼ 2.41%▼ 2.59%
▲ 5.25%▲ 2.69%▲ 3.86%
▼ 9.08%▲ 1.42%▲ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CSX
3.27%
▼ 0.70%
2
Buy
Jan 30, 2025
Intel
2.65%
▲ 2.60%
2
Buy
Jan 30, 2025
Cisco Systems
0.7%
▲ 6.95%
1
Open
Jan 30, 2025
Bloom Energy
0.13%
▲ 10.50%
1
Open
Jan 30, 2025
RTX
8.65%
▼ 3.00%
1
Open
Jan 30, 2025
Sabra Healthcare REIT
0.08%
▼ 0.41%
1
Open
Jan 30, 2025
American Express
6.91%
▼ 4.73%
1
Open
Jan 30, 2025
Albemarle
2.74%
▼ 3.67%
1
Open
Jan 30, 2025
Levi Strauss & Co
0.14%
▼ 0.22%
1
Open
Jan 30, 2025
Bayerische Motoren Werke Aktiengesellschaft
6.31%
▼ 11.05%
3
Buy
Dec 24, 2024
L3Harris Technologies
4.6%
▼ 7.42%
1
Open
Dec 23, 2024
Morgan Stanley
7.19%
▲ 39.60%
2
Buy
Aug 07, 2024
Ferrovial
9.99%
▲ 23.77%
1
Open
Feb 06, 2024
Canadian National Railway
2.7%
▼ 16.11%
1
Open
Feb 04, 2024
Johnson & Johnson
3.38%
▲ 6.58%
1
Open
Feb 04, 2024
Emerson Electric Company
6.34%
▲ 36.66%
1
Open
Feb 04, 2024
SolarEdge Technologies
0.00%
2
Close
Dec 04, 2023
Newmont Mining
3.3%
▲ 20.87%
1
Open
Dec 04, 2023
Macy's
0.22%
▲ 0.35%
2
Buy
Dec 03, 2023
Moelis
0.08%
▲ 61.29%
2
Buy
Dec 03, 2023