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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #19,845 out of 849,606 TipRanks' Investors
Success Rate
79%
275 out of 350
profitable transactions
Average Return
58.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.51%
6-Month Return▲ 14.84%
12-Month Return▲ 26.07%
YTD Return▲ 4.80%
Total Return▲ 103.97%

Best Trade

Opened at
Closed at-
Gain▲ 492.56%

Bio

Income and DGI

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 6.15%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.45%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 4.80%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▲ 6.15%
▼ 0.10%▲ 0.08%▼ 0.45%
▲ 3.22%▲ 1.43%▲ 4.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
3.42%
▲ 16.52%
9
Buy
Oct 23, 2025
Devon Energy
6.36%
▼ 9.18%
7
Buy
Sep 12, 2025
Woodside Energy Group
2.1%
▼ 3.62%
6
Buy
Sep 10, 2025
Walgreens Boots Alliance
▼ 62.36%
10
Close
Aug 27, 2025
Canadian Natural
4.53%
▲ 17.64%
5
Buy
Aug 26, 2025
LyondellBasell
5.59%
▼ 6.46%
11
Buy
May 31, 2025
Tvardi Therapeutics
▼ 94.53%
10
Close
May 13, 2025
PepsiCo
3.21%
▲ 19.43%
5
Buy
May 13, 2025
Agree Realty
0%
▲ 37.78%
8
Sell
May 06, 2025
Pinnacle West Capital
0%
▲ 54.45%
6
Sell
May 06, 2025
Exxon Mobil
0%
▲ 202.90%
14
Sell
May 06, 2025
T Rowe Price
2.34%
▲ 23.56%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 51.71%
10
Sell
Mar 04, 2025
Solventum Corporation
0%
▲ 21.31%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.63%
▲ 27.25%
9
Buy
Aug 08, 2024
3M
0%
▲ 99.35%
7
Sell
May 29, 2024
VICI Properties
5.09%
▲ 20.02%
9
Buy
May 29, 2024
Barrick Mining
8.56%
▲ 189.38%
12
Buy
Feb 15, 2024
LTC Properties
1.62%
▲ 28.96%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 183.85%
6
Sell
Feb 08, 2024