New Portfolio - New Portfolio

Roberto

New Portfolio
Individual Investor
Ranked #33,963 out of 757,311 TipRanks' Investors
Success Rate
69%
151 out of 218
profitable transactions
Average Return
26.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.89%
6-Month Return▲ 16.51%
12-Month Return▲ 31.81%
YTD Return▲ 20.86%
Total Return▲ 82.57%

Best Trade

Opened at
Closed at-
Gain▲ 462.14%

Bio

Roberto’s (from Italy) USD stocks portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.04%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.91%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.43%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.22%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 2.42%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.04%
▲ 5.05%▲ 3.27%▲ 3.54%
▼ 12.40%▼ 4.03%▼ 4.91%
▲ 11.46%▲ 5.06%▲ 4.67%
▼ 2.25%▲ 3.53%▲ 1.43%
▲ 25.76%▲ 1.21%▲ 5.83%
▼ 4.21%▲ 2.34%▲ 4.22%
▲ 1.03%▼ 0.11%▲ 2.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fulgent Genetics
▼ 67.62%
4
Close
May 12, 2024
Paramount Global Class B
▲ 34.43%
7
Close
May 12, 2024
W. P. Carey Inc.
4.91%
▲ 18.69%
4
Buy
May 12, 2024
Pinterest
0.79%
▼ 20.02%
6
Sell
May 12, 2024
Okta
1.56%
▼ 29.48%
4
Buy
May 12, 2024
Brookfield Corporation
5.42%
▲ 27.26%
11
Buy
May 12, 2024
Bristol-Myers Squibb
7.63%
▼ 1.54%
5
Buy
May 12, 2024
Annaly Capital
▲ 10.37%
3
Close
May 12, 2024
T Rowe Price
▲ 7.01%
2
Close
May 12, 2024
Warner Bros
▼ 39.63%
2
Close
May 12, 2024
GigaCloud Technology, Inc. Class A
1.01%
▼ 52.14%
1
Open
May 12, 2024
Solventum Corporation
0.38%
▲ 14.24%
1
Open
May 12, 2024
Brookfield Asset Management Ltd. Class A
1.66%
▲ 17.69%
1
Open
May 12, 2024
Net Lease Office Properties
0.15%
▲ 29.92%
1
Open
May 12, 2024
Ardmore Shipping
1.86%
▼ 13.80%
1
Open
May 12, 2024
Comcast
0%
▲ 1.13%
1
Open
May 12, 2024
American Tower
3.62%
▲ 28.60%
1
Open
May 12, 2024
Twilio
1.63%
▼ 2.80%
1
Open
May 12, 2024
Realty Income
4.79%
▲ 9.46%
4
Open
Jan 23, 2024
Spirit Realty Capital
▲ 10.53%
2
Close
Jan 23, 2024