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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #19,124 out of 831,248 TipRanks' Investors
Success Rate
79%
275 out of 350
profitable transactions
Average Return
51.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.48%
6-Month Return▲ 13.35%
12-Month Return▲ 23.28%
YTD Return▲ 25.00%
Total Return▲ 95.60%

Best Trade

Opened at
Closed at-
Gain▲ 471.14%

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
▼ 3.44%
▲ 0.19%
▲ 6.23%
Nov 2025
▲ 0.81%
▲ 0.15%
▼ 0.03%
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%
▼ 3.44%▲ 0.19%▲ 6.23%
▲ 0.81%▲ 0.15%▼ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
3.74%
▲ 21.45%
9
Buy
Oct 23, 2025
Devon Energy
6.84%
▼ 6.00%
7
Buy
Sep 12, 2025
Woodside Energy Group
2.3%
▲ 2.25%
6
Buy
Sep 10, 2025
Walgreens Boots Alliance
▼ 62.36%
10
Close
Aug 27, 2025
Canadian Natural
4.69%
▲ 16.49%
5
Buy
Aug 26, 2025
LyondellBasell
4.89%
▼ 20.70%
11
Buy
May 31, 2025
Tvardi Therapeutics
▼ 94.53%
10
Close
May 13, 2025
PepsiCo
3.33%
▲ 18.76%
5
Buy
May 13, 2025
Agree Realty
0%
▲ 40.02%
8
Sell
May 06, 2025
Pinnacle West Capital
0%
▲ 45.17%
6
Sell
May 06, 2025
Exxon Mobil
0%
▲ 173.17%
14
Sell
May 06, 2025
T Rowe Price
2.4%
▲ 21.75%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 56.33%
10
Sell
Mar 04, 2025
Solventum Corporation
0%
▲ 30.13%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.54%
▲ 21.00%
9
Buy
Aug 08, 2024
3M
0%
▲ 101.10%
7
Sell
May 29, 2024
VICI Properties
5.08%
▲ 14.11%
9
Buy
May 29, 2024
Barrick Mining
7.42%
▲ 142.94%
12
Buy
Feb 15, 2024
LTC Properties
1.61%
▲ 23.07%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 200.45%
6
Sell
Feb 08, 2024