tiprankstipranks

Corporate - New Portfolio

Ricardo samia

Corporate
Individual Investor
Ranked #260,811 out of 770,014 TipRanks' Investors
Success Rate
60%
166 out of 279
profitable transactions
Average Return
2.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.85%
6-Month Return▲ 1.74%
12-Month Return▲ 19.01%
YTD Return▲ 12.06%
Total Return▲ 21.37%

Best Trade

Opened at
Closed at-
Gain▲ 51.21%

Bio

Stand on the Shoulders of Giants

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 0.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.57%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.68%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.90%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.15%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.44%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.41%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.25%
▲ 11.46%▲ 5.06%▲ 7.57%
▼ 2.25%▲ 3.53%▲ 0.68%
▲ 25.72%▲ 1.21%▲ 1.38%
▼ 4.22%▲ 2.34%▼ 0.90%
▲ 7.82%▲ 2.10%▲ 1.15%
▲ 5.70%▼ 0.89%▼ 5.44%
▲ 31.73%▲ 4.73%▲ 3.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Freedom Blend 2030 Fund Class K
▼ 93.29%
2
Sell
Nov 19, 2024
Kelso Technologies
▼ 99.45%
2
Close
Nov 19, 2024
Tesla Exploration
0.00%
2
Close
Nov 19, 2024
Amazon
2.38%
▲ 15.39%
6
Buy
Nov 18, 2024
Tesla
8.26%
▲ 14.62%
6
Buy
Nov 18, 2024
Black Stone Minerals
6.72%
▼ 12.08%
14
Close
Nov 18, 2024
Ares Capital
▲ 6.62%
5
Close
Oct 25, 2024
Torm
4.48%
▲ 0.03%
10
Buy
Oct 07, 2024
Energy Transfer
▲ 18.55%
6
Close
Oct 02, 2024
Nvidia
▲ 22.63%
12
Close
Sep 27, 2024
Meta Platforms
▲ 20.63%
7
Close
Sep 27, 2024
Taiwan Semiconductor Manufacturing
▲ 18.07%
6
Close
Sep 27, 2024
ARMOUR Residential REIT
4.98%
▼ 1.18%
5
Sell
Sep 12, 2024
AGNC Investment
7.8%
▲ 16.25%
14
Buy
Sep 11, 2024
Coterra Energy
2.54%
▼ 13.63%
9
Close
Sep 06, 2024
Petroleo Brasileiro SA- Petrobras
2.73%
▲ 9.97%
5
Close
Sep 06, 2024
ON Semiconductor
1.24%
▼ 25.92%
2
Close
Sep 06, 2024
Vale SA
5.28%
▼ 10.99%
7
Close
Sep 06, 2024
FS KKR Capital
8.42%
▲ 6.54%
8
Buy
Sep 06, 2024
Alliance Resource
9.71%
▲ 12.59%
9
Buy
Sep 06, 2024