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New Portfolio - New Portfolio

Joel Dias

New Portfolio
Individual Investor
Ranked #37,159 out of 859,217 TipRanks' Investors
Success Rate
91%
30 out of 33
profitable transactions
Average Return
83.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.39%
6-Month Return▲ 7.76%
12-Month Return▲ 31.45%
YTD Return▲ 5.14%
Total Return▲ 109.12%

Best Trade

Opened at
Closed at-
Gain▲ 406.31%

Bio

Long-term investment portfolio.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.56%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.77%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.02%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.62%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.01%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.73%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.83%
▲ 10.96%▲ 2.38%▲ 0.56%
▼ 3.68%▲ 0.19%▲ 3.18%
▼ 0.10%▲ 0.08%▼ 1.77%
▲ 4.06%▲ 1.47%▲ 2.02%
▼ 1.12%▼ 0.86%▲ 2.62%
▲ 0.60%▼ 4.94%▼ 5.01%
▲ 10.48%▲ 6.78%▲ 5.73%

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
1.45%
▲ 1.93%
1
Open
May 16, 2025
Netflix
15.14%
▲ 286.84%
2
Buy
Apr 24, 2022
Realty Income
3.56%
▲ 25.56%
3
Buy
Mar 14, 2022
Stag Industrial
2.62%
▲ 16.03%
2
Buy
Mar 14, 2022
Apple
15.36%
▲ 92.17%
4
Buy
Mar 14, 2022
Alphabet Class A
23.71%
▲ 158.07%
2
Buy
Mar 14, 2022
Walmart
0.89%
▲ 180.90%
1
Open
Feb 03, 2022
Meta Platforms
2.36%
▲ 180.83%
1
Open
Feb 03, 2022
Amazon
11.82%
▲ 64.55%
2
Buy
Jan 21, 2022
Bank of America
4.69%
▲ 57.21%
2
Buy
Jul 14, 2021
Enbridge
6.29%
▲ 93.63%
5
Buy
Jul 09, 2021
EDP Renovaveis
0.34%
▼ 24.25%
1
Open
Jun 24, 2021
Travelers Companies
2.13%
▲ 111.31%
1
Open
Mar 16, 2021
Starbucks
0.47%
▼ 0.80%
1
Open
Mar 16, 2021
McDonald's
2.16%
▲ 54.51%
1
Open
Mar 16, 2021
Brookfield Corporation
1.05%
▲ 102.93%
1
Open
Mar 16, 2021
Nike
0.42%
▼ 67.04%
1
Open
Mar 16, 2021
Texas Instruments
1.04%
▲ 42.49%
1
Open
Mar 16, 2021
Coca-Cola
4.5%
▲ 71.99%
1
Open
Mar 16, 2021