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New Portfolio - New Portfolio

Joel Dias

New Portfolio
Individual Investor
Ranked #35,507 out of 827,325 TipRanks' Investors
Success Rate
91%
30 out of 33
profitable transactions
Average Return
73.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.71%
6-Month Return▲ 17.35%
12-Month Return▲ 16.98%
YTD Return▲ 16.19%
Total Return▲ 94.97%

Best Trade

Opened at
Closed at-
Gain▲ 425.78%

Bio

Long-term investment portfolio.

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.27%
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
▲ 10.96%
▲ 2.38%
▲ 0.56%
Oct 2025
▼ 4.30%
▼ 1.63%
▲ 0.08%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.27%
▲ 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%
▲ 10.96%▲ 2.38%▲ 0.56%
▼ 4.30%▼ 1.63%▲ 0.08%

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%
▲ 11.10%
1
Open
May 16, 2025
Netflix
16.52%
▲ 301.71%
2
Buy
Apr 24, 2022
Realty Income
3.33%
▲ 9.42%
3
Buy
Mar 14, 2022
Stag Industrial
2.77%
▲ 15.07%
2
Buy
Mar 14, 2022
Apple
16.74%
▲ 98.95%
4
Buy
Mar 14, 2022
Alphabet Class A
20.86%
▲ 115.85%
2
Buy
Mar 14, 2022
Walmart
0.77%
▲ 129.51%
1
Open
Feb 03, 2022
Meta Platforms
2.33%
▲ 163.10%
1
Open
Feb 03, 2022
Amazon
12.19%
▲ 61.51%
2
Buy
Jan 21, 2022
Bank of America
4.91%
▲ 55.08%
2
Buy
Jul 14, 2021
Enbridge
5.95%
▲ 69.64%
5
Buy
Jul 09, 2021
EDP Renovaveis
0.29%
▼ 37.93%
1
Open
Jun 24, 2021
Travelers Companies
2.09%
▲ 95.87%
1
Open
Mar 16, 2021
Starbucks
0.43%
▼ 14.96%
1
Open
Mar 16, 2021
McDonald's
2.24%
▲ 50.94%
1
Open
Mar 16, 2021
Brookfield Corporation
1.11%
▲ 103.46%
1
Open
Mar 16, 2021
Nike
0.61%
▼ 55.03%
1
Open
Mar 16, 2021
Texas Instruments
0.8%
▲ 3.84%
1
Open
Mar 16, 2021
Coca-Cola
4.4%
▲ 57.67%
1
Open
Mar 16, 2021