tiprankstipranks

New Portfolio Dec 2023 - New Portfolio

luciolo claucio

New Portfolio Dec 2023
Individual Investor
Ranked #184,785 out of 783,334 TipRanks' Investors
Success Rate
74%
20 out of 27
profitable transactions
Average Return
11.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.64%
6-Month Return▲ 11.82%
12-Month Return▲ 23.03%
YTD Return▲ 7.76%
Total Return▲ 25.11%

Best Trade

Opened at
Closed at-
Gain▲ 60.59%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.03%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.06%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.00%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.33%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.27%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 7.76%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.03%
▲ 8.13%▲ 1.21%▲ 2.06%
▼ 13.14%▲ 2.34%▲ 0.40%
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 9.99%▼ 0.89%▲ 4.00%
▲ 26.04%▲ 5.96%▲ 5.33%
▲ 5.93%▼ 2.41%▼ 7.27%
▲ 2.91%▲ 3.15%▲ 7.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wells Fargo
15.59%
▲ 29.65%
4
Buy
Jan 11, 2025
Xcel Energy
14.03%
▲ 15.27%
3
Buy
Jan 11, 2025
Dow Inc
10.1%
▼ 5.53%
3
Buy
Jan 11, 2025
AT&T
23%
▲ 34.92%
5
Buy
Jan 07, 2025
Devon Energy
7.35%
▼ 19.02%
4
Buy
Jan 06, 2025
Paccar
17.99%
▲ 5.03%
3
Buy
Jan 06, 2025
Magnolia Oil & Gas
▲ 14.57%
2
Close
Mar 21, 2024
Gilead Sciences
11.94%
▲ 34.75%
1
Open
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