Portafolio Apr 2024 - New Portfolio

Gustavo Medina

Portafolio Apr 2024
Individual Investor
Ranked #79,401 out of 757,311 TipRanks' Investors
Success Rate
73%
52 out of 71
profitable transactions
Average Return
5.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.73%
6-Month Return-
12-Month Return-
YTD Return▲ 24.36%
Total Return▲ 24.36%

Best Trade

Opened at
Closed at-
Gain▲ 35.07%

Bio

Nicaraguan entrepreneur. Value Investor. Creating a Personal Retirement Fund for inherit. Investing Principles: Growing, Undervalued, niche is possible, low debt, Medium P/E Ratio (8-12), Low beta (about 1.00 or less) and must pay dividends.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 3.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.31%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.27%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 2.04%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▲ 3.43%
▲ 11.46%▲ 5.06%▲ 7.88%
▼ 2.25%▲ 3.53%▲ 2.31%
▲ 25.76%▲ 1.21%▲ 6.27%
▼ 4.21%▲ 2.34%▲ 0.47%
▲ 2.65%▼ 0.40%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
12.68%
▲ 13.83%
6
Buy
Sep 17, 2024
AGNC Investment
14.69%
▲ 6.02%
10
Buy
Sep 17, 2024
Altria Group
14.91%
▲ 3.54%
5
Buy
Sep 17, 2024
Pennantpark Investment
6.93%
▲ 0.48%
6
Buy
Sep 17, 2024
Arbor Realty
3.05%
▲ 9.17%
3
Buy
Sep 17, 2024
Spok Holdings
1.56%
▲ 5.37%
3
Buy
Sep 17, 2024
Global X Superdividend ETF
4.64%
▲ 2.52%
3
Buy
Sep 17, 2024
Invesco High Yield Equity Dividend Achievers ETF
8.68%
▲ 6.16%
4
Buy
Sep 17, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
2.26%
▲ 8.33%
4
Buy
Sep 17, 2024
British American Tobacco
2.99%
▲ 5.94%
4
Buy
Sep 17, 2024
Rithm Capital
9.38%
▼ 0.25%
2
Buy
Sep 16, 2024
Pfizer
5.84%
▼ 1.06%
1
Open
Sep 15, 2024
The First Of Long Island
▲ 7.82%
6
Close
Sep 09, 2024
Ellington Residential Mortgage
6.97%
▲ 0.59%
6
Buy
Aug 27, 2024
First Interstate Bancsystem
1.59%
▲ 13.37%
2
Buy
Aug 16, 2024
San Juan Basin Royalty
0.71%
▼ 7.90%
3
Buy
Aug 13, 2024
Frontline
0.82%
▼ 3.92%
2
Buy
Jul 17, 2024
Regions Financial
2.32%
▲ 18.39%
2
Buy
Jul 03, 2024