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New Portfolio - New Portfolio

Joel Dias

New Portfolio
Individual Investor
Ranked #36,506 out of 824,094 TipRanks' Investors
Success Rate
91%
30 out of 33
profitable transactions
Average Return
73.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.87%
6-Month Return▲ 22.17%
12-Month Return▲ 16.36%
YTD Return▲ 14.76%
Total Return▲ 92.55%

Best Trade

Opened at
Closed at-
Gain▲ 471.37%

Bio

Long-term investment portfolio.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.96%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.26%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.47%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.69%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.83%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 0.60%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.96%
▲ 0.80%▼ 0.87%▲ 0.26%
▲ 11.63%▲ 6.28%▲ 4.47%
▲ 9.25%▲ 5.14%▲ 4.14%
▲ 7.60%▲ 2.30%▼ 0.02%
▲ 2.76%▲ 2.05%▲ 5.69%
▲ 12.88%▲ 3.56%▲ 1.83%
▲ 4.43%▼ 0.27%▼ 0.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Discover Financial Services
▲ 120.93%
2
Close
May 16, 2025
Capital One Financial
1.66%
▲ 7.79%
1
Open
May 16, 2025
Netflix
18.48%
▲ 336.55%
2
Buy
Apr 24, 2022
Realty Income
3.62%
▲ 14.79%
3
Buy
Mar 14, 2022
Stag Industrial
2.79%
▲ 12.29%
2
Buy
Mar 14, 2022
Apple
16.2%
▲ 86.96%
4
Buy
Mar 14, 2022
Alphabet Class A
19.52%
▲ 96.09%
2
Buy
Mar 14, 2022
Walmart
0.83%
▲ 141.01%
1
Open
Feb 03, 2022
Meta Platforms
2.76%
▲ 203.39%
1
Open
Feb 03, 2022
Amazon
10.94%
▲ 40.78%
2
Buy
Jan 21, 2022
Bank of America
4.87%
▲ 49.48%
2
Buy
Jul 14, 2021
Enbridge
6.05%
▲ 67.40%
5
Buy
Jul 09, 2021
EDP Renovaveis
0.34%
▼ 28.18%
1
Open
Jun 24, 2021
Travelers Companies
2.02%
▲ 83.41%
1
Open
Mar 16, 2021
Starbucks
0.44%
▼ 15.17%
1
Open
Mar 16, 2021
McDonald's
2.37%
▲ 55.19%
1
Open
Mar 16, 2021
Brookfield Corporation
1.11%
▲ 97.46%
1
Open
Mar 16, 2021
Nike
0.69%
▼ 50.40%
1
Open
Mar 16, 2021
Texas Instruments
0.91%
▲ 13.20%
1
Open
Mar 16, 2021
Coca-Cola
4.39%
▲ 52.96%
1
Open
Mar 16, 2021