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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #20,542 out of 807,472 TipRanks' Investors
Success Rate
76%
260 out of 343
profitable transactions
Average Return
43.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.62%
6-Month Return▲ 14.25%
12-Month Return▲ 25.54%
YTD Return▲ 13.36%
Total Return▲ 77.38%

Best Trade

Opened at
Closed at-
Gain▲ 510.10%

Bio

Income and DGI

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.91%
Dec 2024
▲ 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
▲ 2.60%
▲ 1.01%
▲ 1.80%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.91%
▲ 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%
▲ 2.60%▲ 1.01%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LyondellBasell
8.31%
▲ 13.10%
11
Buy
May 31, 2025
Tvardi Therapeutics
▼ 94.53%
10
Close
May 13, 2025
PepsiCo
3.45%
▲ 7.65%
5
Buy
May 13, 2025
Woodside Energy Group
2.01%
▼ 7.75%
5
Buy
May 10, 2025
Canadian Natural
3.28%
▲ 7.14%
4
Buy
May 10, 2025
Agree Realty
0%
▲ 31.27%
8
Sell
May 06, 2025
Pinnacle West Capital
0%
▲ 45.29%
6
Sell
May 06, 2025
Exxon Mobil
0%
▲ 160.65%
14
Sell
May 06, 2025
T Rowe Price
2.6%
▲ 16.74%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 61.58%
10
Sell
Mar 04, 2025
Solventum Corporation
0%
▲ 13.23%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.75%
▲ 10.43%
9
Buy
Aug 08, 2024
Verizon
2.18%
▲ 26.09%
7
Buy
Jul 22, 2024
Devon Energy
4.43%
▼ 24.41%
4
Buy
Jun 05, 2024
3M
0%
▲ 83.67%
7
Sell
May 29, 2024
VICI Properties
6.76%
▲ 32.43%
9
Buy
May 29, 2024
Barrick Mining
4.28%
▲ 22.88%
12
Buy
Feb 15, 2024
LTC Properties
1.83%
▲ 20.44%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 146.49%
6
Sell
Feb 08, 2024
Bristol-Myers Squibb
4.89%
▼ 6.67%
7
Buy
Feb 08, 2024