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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #20,277 out of 833,213 TipRanks' Investors
Success Rate
78%
273 out of 350
profitable transactions
Average Return
51.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.15%
6-Month Return▲ 11.10%
12-Month Return▲ 24.88%
YTD Return▲ 23.70%
Total Return▲ 93.56%

Best Trade

Opened at
Closed at-
Gain▲ 517.09%

Bio

Income and DGI

Performance

12.88%0-12.88%
▲ 11.63%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 6.34%
Nov 2025
▼ 0.06%
▲ 0.51%
▼ 1.17%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 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%
▼ 3.57%▲ 0.19%▲ 6.34%
▼ 0.06%▲ 0.51%▼ 1.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
3.65%
▲ 17.21%
9
Buy
Oct 23, 2025
Devon Energy
6.66%
▼ 10.09%
7
Buy
Sep 12, 2025
Woodside Energy Group
2.09%
▼ 9.80%
6
Buy
Sep 10, 2025
Walgreens Boots Alliance
▼ 62.36%
10
Close
Aug 27, 2025
Canadian Natural
4.43%
▲ 9.25%
5
Buy
Aug 26, 2025
LyondellBasell
4.98%
▼ 20.83%
11
Buy
May 31, 2025
Tvardi Therapeutics
▼ 94.53%
10
Close
May 13, 2025
PepsiCo
3.36%
▲ 20.94%
5
Buy
May 13, 2025
Agree Realty
0%
▲ 35.73%
8
Sell
May 06, 2025
Pinnacle West Capital
0%
▲ 43.88%
6
Sell
May 06, 2025
Exxon Mobil
0%
▲ 172.12%
14
Sell
May 06, 2025
T Rowe Price
2.39%
▲ 20.63%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 57.14%
10
Sell
Mar 04, 2025
Solventum Corporation
0%
▲ 24.53%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.41%
▲ 17.04%
9
Buy
Aug 08, 2024
3M
0%
▲ 92.41%
7
Sell
May 29, 2024
VICI Properties
5.09%
▲ 14.71%
9
Buy
May 29, 2024
Barrick Mining
8.33%
▲ 165.63%
12
Buy
Feb 15, 2024
LTC Properties
1.56%
▲ 18.80%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 197.97%
6
Sell
Feb 08, 2024