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New Portfolio - New Portfolio

Joel Dias

New Portfolio
Individual Investor
Ranked #31,290 out of 808,558 TipRanks' Investors
Success Rate
91%
30 out of 33
profitable transactions
Average Return
63.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.52%
6-Month Return▲ 6.97%
12-Month Return▲ 19.39%
YTD Return▲ 7.54%
Total Return▲ 80.42%

Best Trade

Opened at
Closed at-
Gain▲ 495.64%

Bio

Long-term investment portfolio.

Performance

14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▼ 1.79%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.45%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.96%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.47%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.14%
Jun 2025
▲ 14.45%
▲ 1.03%
▲ 0.22%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.79%
▲ 6.03%▲ 2.69%▲ 3.04%
▼ 12.86%▼ 1.27%▲ 0.45%
▼ 1.80%▼ 5.57%▼ 4.96%
▲ 1.84%▼ 0.87%▲ 0.26%
▲ 12.20%▲ 6.28%▲ 4.47%
▲ 6.24%▲ 5.14%▲ 4.14%
▲ 14.45%▲ 1.03%▲ 0.22%

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
1.85%
▲ 10.19%
1
Open
May 16, 2025
Netflix
20.92%
▲ 355.09%
2
Buy
Apr 24, 2022
Realty Income
3.72%
▲ 7.26%
3
Buy
Mar 14, 2022
Stag Industrial
2.85%
▲ 4.39%
2
Buy
Mar 14, 2022
Apple
14.65%
▲ 55.56%
4
Buy
Mar 14, 2022
Alphabet Class A
15.31%
▲ 41.52%
2
Buy
Mar 14, 2022
Walmart
0.8%
▲ 112.37%
1
Open
Feb 03, 2022
Meta Platforms
2.94%
▲ 197.26%
1
Open
Feb 03, 2022
Amazon
12.45%
▲ 47.49%
2
Buy
Jan 21, 2022
Bank of America
4.75%
▲ 33.43%
2
Buy
Jul 14, 2021
Enbridge
6.31%
▲ 58.62%
5
Buy
Jul 09, 2021
EDP Renovaveis
0.28%
▼ 46.39%
1
Open
Jun 24, 2021
Travelers Companies
2.11%
▲ 75.82%
1
Open
Mar 16, 2021
Starbucks
0.52%
▼ 8.67%
1
Open
Mar 16, 2021
McDonald's
2.5%
▲ 49.71%
1
Open
Mar 16, 2021
Brookfield Corporation
1.19%
▲ 94.51%
1
Open
Mar 16, 2021
Nike
0.8%
▼ 47.20%
1
Open
Mar 16, 2021
Texas Instruments
1.21%
▲ 37.88%
1
Open
Mar 16, 2021
Coca-Cola
4.83%
▲ 53.63%
1
Open
Mar 16, 2021