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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #12,693 out of 793,101 TipRanks' Investors
Success Rate
77%
257 out of 336
profitable transactions
Average Return
44.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.77%
6-Month Return▲ 10.91%
12-Month Return▲ 23.77%
YTD Return▲ 11.11%
Total Return▲ 73.87%

Best Trade

Opened at
Closed at-
Gain▲ 538.03%

Bio

Income and DGI

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.08%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.91%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.94%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 1.54%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.17%
▲ 2.93%▲ 2.10%▲ 2.64%
▲ 10.00%▼ 0.89%▼ 2.02%
▲ 26.01%▲ 5.96%▲ 5.08%
▲ 5.34%▼ 2.41%▼ 3.91%
▲ 5.88%▲ 2.69%▲ 4.28%
▼ 12.86%▼ 1.27%▲ 4.94%
▲ 7.47%▼ 3.09%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T Rowe Price
2.16%
▲ 10.71%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 67.51%
10
Sell
Mar 04, 2025
LyondellBasell
4.22%
▲ 20.30%
8
Buy
Mar 01, 2025
Canadian Natural
1.39%
▼ 3.29%
2
Buy
Dec 16, 2024
Solventum Corporation
0%
▲ 13.25%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.15%
▲ 6.63%
9
Buy
Aug 08, 2024
Verizon
1.96%
▲ 26.87%
7
Buy
Jul 22, 2024
Devon Energy
4.17%
▼ 19.79%
4
Buy
Jun 05, 2024
3M
0%
▲ 79.46%
7
Sell
May 29, 2024
VICI Properties
5.76%
▲ 26.77%
9
Buy
May 29, 2024
Agree Realty
5.8%
▲ 38.12%
6
Buy
Apr 17, 2024
Woodside Energy Group
1.31%
▼ 20.16%
4
Buy
Feb 28, 2024
Barrick Gold
3.41%
▲ 10.48%
12
Buy
Feb 15, 2024
LTC Properties
1.58%
▲ 16.68%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 168.00%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
5.5%
▲ 16.73%
7
Buy
Feb 08, 2024
Pinnacle West Capital
4.2%
▲ 48.92%
5
Buy
Jan 24, 2024
Medical Properties
2.75%
▼ 31.63%
14
Buy
Jan 05, 2024
Enbridge
3.99%
▲ 72.30%
8
Buy
Dec 15, 2023
British American Tobacco
7.36%
▲ 48.38%
15
Buy
Dec 07, 2023