New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #21,458 out of 766,001 TipRanks' Investors
Success Rate
75%
249 out of 332
profitable transactions
Average Return
37.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.93%
6-Month Return▲ 10.36%
12-Month Return▲ 25.71%
YTD Return▲ 14.59%
Total Return▲ 59.51%

Best Trade

Opened at
Closed at-
Gain▲ 428.51%

Bio

Income and DGI

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.17%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.78%
▲ 11.46%▲ 5.06%▲ 2.37%
▼ 2.25%▲ 3.53%▼ 3.95%
▲ 25.72%▲ 1.21%▲ 7.96%
▼ 4.22%▲ 2.34%▲ 2.17%
▲ 7.82%▲ 2.10%▲ 2.64%
▲ 6.02%▼ 0.89%▼ 2.17%
▲ 5.59%▲ 5.20%▲ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LyondellBasell
3.22%
▲ 47.73%
6
Buy
Nov 04, 2024
Canadian Natural
0.81%
▼ 0.23%
1
Open
Nov 02, 2024
Solventum Corporation
0%
▲ 10.55%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.02%
▼ 3.08%
9
Buy
Aug 08, 2024
Verizon
1.91%
▲ 14.06%
7
Buy
Jul 22, 2024
Devon Energy
4.59%
▼ 16.79%
4
Buy
Jun 05, 2024
3M
0%
▲ 55.81%
7
Sell
May 29, 2024
VICI Properties
5.93%
▲ 21.09%
9
Buy
May 29, 2024
Agree Realty
6.08%
▲ 35.95%
6
Buy
Apr 17, 2024
Woodside Energy Group
1.48%
▼ 16.80%
4
Buy
Feb 28, 2024
Barrick Gold
3.47%
▲ 6.86%
12
Buy
Feb 15, 2024
LTC Properties
1.85%
▲ 27.26%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 153.23%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
5.11%
▲ 2.39%
7
Buy
Feb 08, 2024
Pinnacle West Capital
4.33%
▲ 45.36%
5
Buy
Jan 24, 2024
Medical Properties
2.32%
▼ 46.84%
14
Buy
Jan 05, 2024
Enbridge
4%
▲ 59.94%
8
Buy
Dec 15, 2023
T Rowe Price
2.22%
▲ 29.15%
6
Buy
Dec 15, 2023
British American Tobacco
6.68%
▲ 25.95%
15
Buy
Dec 07, 2023
Walgreens Boots Alliance
0%
▼ 72.34%
9
Sell
Nov 30, 2023