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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #22,385 out of 812,492 TipRanks' Investors
Success Rate
75%
258 out of 343
profitable transactions
Average Return
44.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.16%
6-Month Return▲ 8.38%
12-Month Return▲ 20.92%
YTD Return▲ 14.43%
Total Return▲ 79.05%

Best Trade

Opened at
Closed at-
Gain▲ 437.12%

Bio

Income and DGI

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 4.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.53%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.21%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.37%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.88%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.33%
Jul 2025
▲ 2.01%
▲ 0.81%
▲ 0.42%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.53%
▼ 12.86%▼ 1.27%▲ 4.94%
▼ 1.80%▼ 5.57%▲ 1.53%
▲ 1.84%▼ 0.87%▼ 2.21%
▲ 12.20%▲ 6.28%▲ 0.37%
▲ 6.24%▲ 5.14%▲ 1.88%
▲ 27.91%▲ 2.30%▲ 2.33%
▲ 2.01%▲ 0.81%▲ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LyondellBasell
6.21%
▼ 14.42%
11
Buy
May 31, 2025
Tvardi Therapeutics
▼ 94.53%
10
Close
May 13, 2025
PepsiCo
3.67%
▲ 16.24%
5
Buy
May 13, 2025
Woodside Energy Group
2.2%
▲ 2.42%
5
Buy
May 10, 2025
Canadian Natural
3.07%
▲ 1.55%
4
Buy
May 10, 2025
Agree Realty
0%
▲ 36.07%
8
Sell
May 06, 2025
Pinnacle West Capital
0%
▲ 51.08%
6
Sell
May 06, 2025
Exxon Mobil
0%
▲ 144.62%
14
Sell
May 06, 2025
T Rowe Price
2.66%
▲ 19.95%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 67.22%
10
Sell
Mar 04, 2025
Solventum Corporation
0%
▲ 12.01%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
5%
▲ 17.73%
9
Buy
Aug 08, 2024
Verizon
2.18%
▲ 29.75%
7
Buy
Jul 22, 2024
Devon Energy
4.21%
▼ 27.27%
4
Buy
Jun 05, 2024
3M
0%
▲ 80.51%
7
Sell
May 29, 2024
VICI Properties
6.66%
▲ 32.23%
9
Buy
May 29, 2024
Barrick Mining
4.74%
▲ 37.75%
12
Buy
Feb 15, 2024
LTC Properties
1.81%
▲ 21.84%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 158.31%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
4.65%
▼ 10.02%
7
Buy
Feb 08, 2024