New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #22,016 out of 828,029 TipRanks' Investors
Success Rate
78%
272 out of 350
profitable transactions
Average Return
49.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.14%
6-Month Return▲ 12.17%
12-Month Return▲ 20.19%
YTD Return▲ 20.80%
Total Return▲ 89.03%

Best Trade

Opened at
Closed at-
Gain▲ 502.29%

Bio

Income and DGI

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 0.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.88%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.33%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.77%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.28%
Oct 2025
▼ 2.66%
▲ 0.14%
▲ 2.64%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 2.20%
▲ 11.64%▲ 6.28%▲ 0.37%
▲ 9.25%▲ 5.14%▲ 1.88%
▲ 7.60%▲ 2.30%▲ 2.33%
▲ 2.76%▲ 2.05%▲ 4.77%
▲ 12.88%▲ 3.56%▲ 0.87%
▲ 10.96%▲ 2.38%▼ 2.28%
▼ 2.66%▲ 0.14%▲ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
3.81%
▲ 20.10%
9
Buy
Oct 23, 2025
Devon Energy
6.57%
▼ 12.21%
7
Buy
Sep 12, 2025
Woodside Energy Group
2.45%
▲ 5.82%
6
Buy
Sep 10, 2025
Walgreens Boots Alliance
▼ 62.36%
10
Close
Aug 27, 2025
Canadian Natural
4.54%
▲ 9.66%
5
Buy
Aug 26, 2025
LyondellBasell
5.05%
▼ 22.65%
11
Buy
May 31, 2025
Tvardi Therapeutics
▼ 94.53%
10
Close
May 13, 2025
PepsiCo
3.37%
▲ 16.72%
5
Buy
May 13, 2025
Agree Realty
0%
▲ 37.58%
8
Sell
May 06, 2025
Pinnacle West Capital
0%
▲ 46.65%
6
Sell
May 06, 2025
Exxon Mobil
0%
▲ 173.07%
14
Sell
May 06, 2025
T Rowe Price
2.44%
▲ 20.83%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 65.48%
10
Sell
Mar 04, 2025
Solventum Corporation
0%
▲ 12.68%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.71%
▲ 22.02%
9
Buy
Aug 08, 2024
3M
0%
▲ 102.38%
7
Sell
May 29, 2024
VICI Properties
5.71%
▲ 24.63%
9
Buy
May 29, 2024
Barrick Mining
6.97%
▲ 120.74%
12
Buy
Feb 15, 2024
LTC Properties
1.67%
▲ 23.38%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 206.39%
6
Sell
Feb 08, 2024