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Portafolio Apr 2024 - New Portfolio

Gustavo Medina

Portafolio Apr 2024
Individual Investor
Ranked #123,715 out of 770,014 TipRanks' Investors
Success Rate
68%
65 out of 96
profitable transactions
Average Return
6.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.50%
6-Month Return▲ 19.31%
12-Month Return-
YTD Return▲ 27.86%
Total Return▲ 27.86%

Best Trade

Opened at
Closed at-
Gain▲ 46.69%

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

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▲ 3.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.61%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 3.43%
▲ 11.46%▲ 5.06%▲ 7.88%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 25.72%▲ 1.21%▲ 6.27%
▼ 4.22%▲ 2.34%▲ 0.46%
▲ 7.82%▲ 2.10%▲ 2.59%
▲ 5.70%▼ 0.89%▼ 2.24%
▲ 31.73%▲ 4.73%▲ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 High Dividend Low Volatility ETF
2.02%
▲ 11.86%
5
Buy
Nov 26, 2024
First Interstate Bancsystem
1.56%
▲ 23.27%
3
Buy
Nov 16, 2024
Global X Superdividend ETF
3.86%
▼ 0.59%
5
Buy
Nov 15, 2024
AGNC Investment
14.58%
▼ 1.65%
15
Buy
Nov 14, 2024
Ford Motor
0.18%
▲ 2.98%
1
Open
Nov 14, 2024
British American Tobacco
2.66%
▲ 5.56%
6
Buy
Nov 11, 2024
AT&T
14.44%
▲ 15.91%
9
Buy
Nov 05, 2024
Pennantpark Investment
7.87%
▲ 2.24%
8
Buy
Nov 05, 2024
Rithm Capital
8.76%
▼ 1.83%
5
Buy
Nov 05, 2024
Arbor Realty
6.4%
▲ 5.11%
6
Buy
Oct 28, 2024
Regions Financial
2.97%
▲ 34.16%
3
Buy
Oct 23, 2024
Altria Group
14.89%
▲ 15.68%
6
Buy
Oct 12, 2024
San Juan Basin Royalty
▼ 4.00%
4
Close
Sep 30, 2024
Frontline
▼ 5.13%
3
Close
Sep 30, 2024
Ellington Residential Mortgage
5.88%
▼ 0.06%
7
Buy
Sep 27, 2024
Spok Holdings
1.45%
▲ 15.20%
3
Buy
Sep 17, 2024
Invesco High Yield Equity Dividend Achievers ETF
7.99%
▲ 14.00%
4
Buy
Sep 17, 2024
Pfizer
4.5%
▼ 11.62%
1
Open
Sep 15, 2024
The First Of Long Island
▲ 7.81%
6
Close
Sep 09, 2024