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Portafolio Apr 2024 - New Portfolio

Gustavo Medina Narbona

Portafolio Apr 2024
Individual Investor
Ranked #158,154 out of 852,569 TipRanks' Investors
Success Rate
64%
117 out of 183
profitable transactions
Average Return
18.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.10%
6-Month Return▲ 10.62%
12-Month Return▲ 23.82%
YTD Return▲ 7.26%
Total Return▲ 58.84%

Best Trade

Opened at
Closed at-
Gain▲ 134.68%

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

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 2.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.10%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.10%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.57%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.55%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.14%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.72%
Jan 2026
▼ 0.78%
▼ 0.84%
▲ 1.47%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 2.62%
▲ 2.76%▲ 2.05%▲ 6.10%
▲ 12.88%▲ 3.56%▼ 1.10%
▲ 10.96%▲ 2.38%▼ 3.57%
▼ 3.58%▲ 0.19%▲ 3.55%
▼ 0.10%▲ 0.08%▼ 0.14%
▲ 4.06%▲ 1.47%▲ 5.72%
▼ 0.78%▼ 0.84%▲ 1.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
0%
▲ 78.46%
12
Sell
Oct 16, 2025
SLR Investment Corp.
0%
▼ 4.05%
3
Sell
Oct 16, 2025
iShares Silver Trust
4.58%
▲ 97.86%
2
Buy
Oct 16, 2025
iShares Gold Trust Micro ETF of Benef Interest
20.86%
▲ 31.48%
3
Buy
Oct 16, 2025
Rithm Capital
3.79%
▼ 3.12%
12
Buy
Oct 02, 2025
SoFi
0%
▲ 40.20%
2
Sell
Oct 02, 2025
Companhia Energetica Minas Gerais
2.41%
▲ 25.70%
15
Buy
Oct 02, 2025
Ford Motor
2.01%
▲ 36.11%
6
Sell
Sep 24, 2025
First Interstate Bancsystem
1.07%
▲ 38.04%
5
Sell
Sep 09, 2025
Petroleo Brasileiro SA- Petrobras
▼ 3.91%
5
Close
Sep 04, 2025
Banco Santander SA
4.89%
▲ 58.13%
3
Buy
Sep 02, 2025
Invesco High Yield Equity Dividend Achievers ETF
0%
▲ 16.56%
5
Sell
Aug 07, 2025
Invesco S&P 500 High Dividend Low Volatility ETF
0%
▲ 14.83%
6
Sell
Aug 07, 2025
Invesco NASDAQ 100 ETF
3.58%
▲ 6.68%
1
Open
Aug 07, 2025
AT&T
19.12%
▲ 36.17%
13
Buy
Aug 05, 2025
AGNC Investment
0%
▲ 8.58%
26
Buy
Jul 11, 2025
Altria Group
28.58%
▲ 37.51%
10
Buy
Jul 11, 2025
Spok Holdings
0%
▼ 6.01%
6
Buy
Jun 27, 2025
Pfizer
0%
▲ 9.53%
4
Buy
Jun 17, 2025
Enel Chile SA
0.72%
▲ 25.23%
2
Buy
May 28, 2025