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Portafolio Apr 2024 - New Portfolio

Gustavo Medina Narbona

Portafolio Apr 2024
Individual Investor
Ranked #304,708 out of 788,370 TipRanks' Investors
Success Rate
55%
72 out of 130
profitable transactions
Average Return
4.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.03%
6-Month Return▲ 7.87%
12-Month Return-
YTD Return▲ 3.76%
Total Return▲ 28.34%

Best Trade

Opened at
Closed at-
Gain▲ 69.71%

Bio

Nicaraguan entrepreneur. Libertarian, Value Investor. Running a Personal Retirement Fund for inherit. 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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.27%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.60%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.42%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.16%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.67%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.06%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.27%
▼ 13.14%▲ 2.34%▲ 0.46%
▲ 2.93%▲ 2.10%▲ 2.60%
▲ 9.99%▼ 0.89%▼ 2.42%
▲ 26.03%▲ 5.96%▲ 4.69%
▲ 5.97%▼ 2.41%▼ 3.16%
▲ 5.25%▲ 2.69%▲ 2.67%
▼ 9.08%▲ 1.42%▲ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
First Interstate Bancsystem
1.15%
▲ 9.62%
4
Buy
Feb 21, 2025
Companhia Energetica Minas Gerais
0.14%
▼ 0.51%
1
Open
Feb 19, 2025
AGNC Investment
3.01%
▼ 3.75%
20
Buy
Feb 13, 2025
Pennantpark Investment
9.19%
▲ 6.98%
13
Buy
Feb 13, 2025
British American Tobacco
4.02%
▲ 3.88%
9
Buy
Feb 13, 2025
Rithm Capital
0.12%
▼ 2.92%
7
Open
Feb 07, 2025
SoFi Technologies
1.05%
▼ 0.88%
1
Open
Feb 06, 2025
Ford Motor
2.15%
▼ 9.79%
4
Buy
Jan 31, 2025
Ellington Residential Mortgage
0.04%
▼ 2.10%
11
Open
Jan 28, 2025
Petroleo Brasileiro SA- Petrobras
3.19%
▲ 7.36%
3
Buy
Jan 27, 2025
Altria Group
29.94%
▲ 12.72%
8
Buy
Jan 14, 2025
AT&T
23.39%
▲ 33.54%
11
Buy
Jan 10, 2025
Regions Financial
2.12%
▲ 11.06%
4
Buy
Jan 05, 2025
Global X Superdividend ETF
3.16%
▲ 0.45%
6
Buy
Dec 13, 2024
Spok Holdings
1.22%
▲ 11.42%
4
Buy
Dec 11, 2024
Pfizer
3.79%
▼ 2.56%
2
Buy
Dec 03, 2024
Arbor Realty
4.4%
▼ 15.07%
7
Buy
Nov 29, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
1.64%
▲ 7.32%
5
Buy
Nov 26, 2024
San Juan Basin Royalty
▼ 4.00%
4
Close
Sep 30, 2024
Frontline
▼ 5.13%
3
Close
Sep 30, 2024