Portafolio Apr 2024 - New Portfolio

Gustavo Medina Narbona

Portafolio Apr 2024
Individual Investor
Ranked #346,420 out of 794,241 TipRanks' Investors
Success Rate
49%
74 out of 151
profitable transactions
Average Return
4.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.16%
6-Month Return▲ 5.16%
12-Month Return-
YTD Return▲ 4.78%
Total Return▲ 29.73%

Best Trade

Opened at
Closed at-
Gain▲ 81.56%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.60%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.07%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.30%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.46%
▲ 2.93%▲ 2.10%▲ 2.60%
▲ 10.00%▼ 0.89%▼ 2.42%
▲ 26.01%▲ 5.96%▲ 4.69%
▲ 5.33%▼ 2.41%▼ 3.07%
▲ 5.87%▲ 2.69%▲ 2.63%
▼ 12.86%▼ 1.27%▲ 2.26%
▼ 1.80%▼ 5.57%▲ 0.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Spok Holdings
1.1%
▲ 14.97%
5
Buy
Apr 01, 2025
Enel Chile SA
0.22%
0.00%
1
Open
Apr 01, 2025
Rithm Capital
2.98%
▼ 2.02%
9
Buy
Mar 28, 2025
Companhia Energetica Minas Gerais
1.51%
▼ 7.90%
9
Buy
Mar 28, 2025
AGNC Investment
6.57%
▼ 5.17%
24
Buy
Mar 24, 2025
Pennantpark Investment
8.44%
▲ 6.35%
14
Buy
Mar 24, 2025
SLR Investment Corp.
4.26%
▼ 0.62%
2
Buy
Mar 24, 2025
Arbor Realty
▼ 9.93%
8
Close
Mar 18, 2025
Pfizer
3.15%
▼ 8.68%
3
Buy
Mar 10, 2025
British American Tobacco
6.43%
▲ 13.77%
11
Buy
Feb 27, 2025
Global X Superdividend ETF
▲ 0.08%
7
Close
Feb 24, 2025
First Interstate Bancsystem
0.93%
▼ 2.13%
4
Buy
Feb 21, 2025
SoFi Technologies
0.75%
▼ 19.53%
1
Open
Feb 06, 2025
Ford Motor
2.03%
▼ 3.38%
4
Buy
Jan 31, 2025
Ellington Residential Mortgage
0.03%
▼ 3.43%
11
Open
Jan 28, 2025
Petroleo Brasileiro SA- Petrobras
2.76%
▲ 5.17%
3
Buy
Jan 27, 2025
Altria Group
28.19%
▲ 22.55%
8
Buy
Jan 14, 2025
AT&T
22.07%
▲ 42.87%
11
Buy
Jan 10, 2025
Regions Financial
1.72%
▲ 3.51%
4
Buy
Jan 05, 2025
Invesco S&P 500 High Dividend Low Volatility ETF
1.44%
▲ 7.79%
5
Buy
Nov 26, 2024