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New Portfolio Dec 2023 - New Portfolio
luciolo claucio
New Portfolio Dec 2023Individual Investor
Ranked #367,383 out of 804,567 TipRanks' Investors
Success Rate
32 out of 60
profitable transactions
profitable transactions
Average Return
3.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.00%
6-Month Return▲ 5.14%
12-Month Return▲ 11.59%
YTD Return▲ 4.21%
Total Return▲ 21.34%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.39%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.11%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.66%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 5.46%
Apr 2025
▲ 12.21%
▲ 6.28%
▼ 0.03%
May 2025
▲ 0.15%
▲ 1.13%
▲ 1.05%
Jun 2025
▲ 25.97%▲ 5.96%▲ 5.39%
▲ 5.10%▼ 2.41%▼ 7.11%
▲ 6.03%▲ 2.69%▲ 5.41%
▼ 12.86%▼ 1.27%▲ 5.26%
▼ 1.80%▼ 5.57%▼ 1.66%
▲ 1.83%▼ 0.87%▼ 5.46%
▲ 12.21%▲ 6.28%▼ 0.03%
▲ 0.15%▲ 1.13%▲ 1.05%
Recent Activity
Coca-Cola
9.52%
▼ 3.16%
3
Buy
Jun 14, 2025
Devon Energy
10.94%
▼ 12.54%
7
Sell
Jun 13, 2025
Paccar
16.45%
▼ 8.08%
7
Sell
Jun 13, 2025
Xcel Energy
13.47%
▲ 9.69%
9
Buy
Jun 13, 2025
Wells Fargo
―
▲ 17.69%
7
Close
Jun 12, 2025
Altria Group
6.36%
▲ 3.08%
6
Open
Jun 12, 2025
NextEra Energy
―
▲ 7.44%
5
Close
Jun 12, 2025
Dow Inc
13.58%
▼ 17.58%
10
Buy
May 23, 2025
AT&T
―
▲ 53.63%
7
Close
Apr 29, 2025
AbbVie
19.71%
▼ 2.11%
2
Buy
Apr 29, 2025
Bristol-Myers Squibb
9.97%
▼ 11.43%
2
Buy
Apr 11, 2025
Gilead Sciences
―
▲ 23.76%
3
Close
Apr 04, 2025
Magnolia Oil & Gas
―
▲ 14.57%
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
―
▼ 3.18%
2
Close
Jan 17, 2024