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My Portfolio - New Portfolio

PerformancePortfolio Details

Fidel W

My Portfolio
Individual Investor
Ranked #41,130 out of 769,603 TipRanks' Investors
Success Rate
85%
50 out of 59
profitable transactions
Average Return
17.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.44%
6-Month Return▲ 15.89%
12-Month Return-
YTD Return▲ 17.93%
Total Return▲ 17.93%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 72.10%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.67%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.86%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.23%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.86%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.00%
▲ 11.46%▲ 5.06%▲ 6.69%
▼ 2.25%▲ 3.53%▲ 3.67%
▲ 25.72%▲ 1.21%▲ 2.13%
▼ 4.22%▲ 2.34%▲ 1.12%
▲ 7.82%▲ 2.10%▲ 2.86%
▲ 5.70%▼ 0.89%▼ 0.23%
▲ 37.60%▲ 4.40%▲ 2.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
29.22%
▲ 2.97%
8
Buy
Oct 28, 2024
SPYI
NEOS S&P 500 High Income ETF
―
▲ 1.52%
5
Close
Oct 28, 2024
VOO
Vanguard S&P 500 ETF
8.23%
▲ 0.97%
2
Sell
Oct 28, 2024
VTI
Vanguard Total Stock Market ETF
―
▲ 3.94%
3
Close
Oct 21, 2024
JEPI
JPMorgan Equity Premium Income ETF
16.23%
▲ 8.36%
4
Buy
Sep 09, 2024
NHI
National Health Investors
3.72%
▲ 39.79%
6
Buy
Aug 21, 2024
XOM
Exxon Mobil
3.32%
▲ 21.26%
4
Buy
Aug 21, 2024
CCAP
Crescent Capital BDC
3.56%
▲ 27.91%
3
Buy
Aug 21, 2024
OBDC
Blue Owl Capital
―
▲ 5.85%
3
Close
Aug 21, 2024
STX
Seagate Tech
4.25%
▲ 27.29%
3
Buy
Aug 21, 2024
HTGC
Hercules Capital
11.68%
▲ 8.96%
9
Buy
Aug 21, 2024
SPOK
Spok Holdings
―
▼ 0.56%
4
Close
Aug 20, 2024
PDI
PIMCO Dynamic
―
▼ 3.11%
4
Close
Aug 13, 2024
NVDA
Nvidia
19.8%
▲ 63.58%
8
Buy
Jul 08, 2024
SUN
Sunoco
―
▼ 7.67%
2
Close
May 23, 2024
NS
Nustar Energy
―
▲ 24.45%
4
Close
May 02, 2024
TPVG
TriplePoint Venture Growth
―
▼ 13.55%
2
Close
Mar 16, 2024
PANL
Pangaea Logistics Solutions
―
▼ 2.90%
2
Close
Mar 16, 2024