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New Portfolio Dec 2023 - New Portfolio
luciolo claucio
New Portfolio Dec 2023Individual Investor
Ranked #368,235 out of 797,094 TipRanks' Investors
Success Rate
22 out of 47
profitable transactions
profitable transactions
Average Return
3.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.55%
6-Month Return▲ 3.80%
12-Month Return▲ 9.95%
YTD Return▲ 4.89%
Total Return▲ 22.13%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.06%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.39%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 7.11%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 5.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.66%
Mar 2025
▲ 2.73%
▼ 1.56%
▼ 3.87%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.19%
▲ 10.00%▼ 0.89%▲ 4.06%
▲ 25.97%▲ 5.96%▲ 5.39%
▲ 5.39%▼ 2.41%▼ 7.11%
▲ 6.04%▲ 2.69%▲ 5.41%
▼ 12.86%▼ 1.27%▲ 5.26%
▼ 1.80%▼ 5.57%▼ 1.66%
▲ 2.73%▼ 1.56%▼ 3.87%
Recent Activity
Dow Inc
0%
▼ 19.90%
7
Sell
Apr 14, 2025
Paccar
20.93%
▼ 8.63%
5
Buy
Apr 11, 2025
Wells Fargo
18.68%
▲ 10.28%
6
Buy
Apr 11, 2025
Xcel Energy
―
▲ 14.40%
7
Close
Apr 11, 2025
Bristol-Myers Squibb
12.83%
▼ 9.46%
2
Buy
Apr 11, 2025
Gilead Sciences
―
▲ 23.76%
3
Close
Apr 04, 2025
Altria Group
―
▲ 3.48%
5
Close
Apr 04, 2025
AbbVie
9.97%
▲ 0.44%
1
Open
Apr 04, 2025
Devon Energy
12.6%
▼ 22.98%
5
Buy
Mar 13, 2025
AT&T
14.37%
▲ 50.87%
6
Sell
Mar 10, 2025
NextEra Energy
10.62%
▼ 6.06%
2
Buy
Mar 05, 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