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New Portfolio - New Portfolio

rank

New Portfolio
Individual Investor
Ranked #511,406 out of 859,217 TipRanks' Investors
Success Rate
44%
31 out of 71
profitable transactions
Average Return
7.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.30%
6-Month Return▲ 11.80%
12-Month Return▲ 37.74%
YTD Return▲ 10.52%
Total Return▲ 67.32%

Best Trade

Opened at
Closed at-
Gain▲ 122.02%

Bio

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Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.80%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.98%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.41%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.78%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.65%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 6.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.86%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 3.40%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.80%
▲ 10.96%▲ 2.38%▼ 0.98%
▼ 3.68%▲ 0.19%▲ 1.41%
▼ 0.10%▲ 0.08%▲ 0.78%
▲ 4.06%▲ 1.47%▲ 1.65%
▼ 1.12%▼ 0.86%▲ 6.07%
▲ 0.60%▼ 4.94%▼ 0.86%
▲ 10.48%▲ 6.78%▲ 3.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NextEra Energy
▲ 8.40%
4
Close
Dec 31, 2024
Redeia Corporación
▲ 9.12%
3
Close
Dec 31, 2024
Agree Realty
▲ 26.89%
4
Close
Dec 31, 2024
Iberdrola
▲ 19.47%
3
Close
Dec 31, 2024
CAIXABANK
16.6%
▲ 62.48%
3
Open
Dec 31, 2024
Enagas SA
7.09%
▲ 26.53%
3
Open
Dec 31, 2024
Regions Financial
▲ 27.47%
2
Close
Dec 31, 2024
Western Alliance
▲ 33.65%
2
Close
Dec 31, 2024
Dollar General
▼ 46.09%
2
Close
Dec 31, 2024
Mapfre, SA
6.49%
▲ 78.53%
1
Open
Dec 31, 2024
Acerinox
5.49%
▲ 51.22%
1
Open
Dec 31, 2024
Inmobiliaria Colonial
5.63%
▲ 10.24%
1
Open
Dec 31, 2024
Repsol
32.53%
▲ 97.36%
1
Open
Dec 31, 2024
Telefonica
3.91%
▲ 2.70%
1
Open
Dec 31, 2024
Atresmedia Corporacion de Medios de Comunicacion, S.A
5.17%
▲ 26.45%
1
Open
Dec 31, 2024
Miquel y Costas and Miquel
7.4%
▲ 16.59%
1
Open
Dec 31, 2024
Prosegur Compania de Seguridad
9.68%
▲ 66.56%
1
Open
Dec 31, 2024
Baxter International
▼ 18.13%
3
Close
May 28, 2024
Johnson & Johnson
▼ 2.22%
3
Close
May 28, 2024
Cisco Systems
▼ 3.30%
2
Close
May 28, 2024