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New Portfolio Dec 2023 - New Portfolio
luciolo claucio
New Portfolio Dec 2023Individual Investor
Ranked #329,703 out of 794,582 TipRanks' Investors
Success Rate
16 out of 41
profitable transactions
profitable transactions
Average Return
0.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.47%
6-Month Return▼ 3.26%
12-Month Return▲ 1.07%
YTD Return▼ 2.78%
Total Return▲ 13.20%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.06%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.39%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.11%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 5.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.66%
Mar 2025
▼ 11.32%
▼ 9.67%
▼ 10.90%
Apr 2025
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 10.00%▼ 0.89%▲ 4.06%
▲ 26.01%▲ 5.96%▲ 5.39%
▲ 5.33%▼ 2.41%▼ 7.11%
▲ 5.87%▲ 2.69%▲ 5.40%
▼ 12.86%▼ 1.27%▲ 5.26%
▼ 1.80%▼ 5.57%▼ 1.66%
▼ 11.32%▼ 9.67%▼ 10.90%
Recent Activity
Gilead Sciences
―
▲ 23.76%
3
Close
Apr 04, 2025
Dow Inc
10.26%
▼ 29.71%
6
Buy
Apr 04, 2025
Altria Group
―
▲ 3.48%
5
Close
Apr 04, 2025
AbbVie
9.07%
0.00%
1
Open
Apr 04, 2025
Bristol-Myers Squibb
10.06%
0.00%
1
Open
Apr 04, 2025
Xcel Energy
7.41%
▲ 11.66%
6
Buy
Mar 21, 2025
Devon Energy
10.67%
▼ 28.00%
5
Buy
Mar 13, 2025
Paccar
16.54%
▼ 12.15%
4
Buy
Mar 13, 2025
AT&T
12.93%
▲ 48.34%
6
Sell
Mar 10, 2025
NextEra Energy
9.74%
▼ 4.89%
2
Buy
Mar 05, 2025
Wells Fargo
13.32%
▼ 3.78%
5
Buy
Feb 07, 2025
Magnolia Oil & Gas
―
▲ 14.56%
2
Close
Mar 21, 2024
Zimmer Biomet Holdings
―
▲ 2.09%
2
Close
Jan 17, 2024
Agco
―
▼ 4.99%
2
Close
Jan 17, 2024
Stag Industrial
―
▼ 3.17%
2
Close
Jan 17, 2024