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New Portfolio fltx - New Portfolio

Parom

New Portfolio fltx
Individual Investor
Ranked #17,623 out of 815,981 TipRanks' Investors
Success Rate
78%
268 out of 344
profitable transactions
Average Return
48.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.49%
6-Month Return▲ 8.84%
12-Month Return▲ 21.23%
YTD Return▲ 19.38%
Total Return▲ 86.81%

Best Trade

Opened at
Closed at-
Gain▲ 440.75%

Bio

Income and DGI

Performance

27.87%0-27.87%
▲ 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
▲ 27.87%
▲ 2.30%
▲ 2.33%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 4.77%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.87%▲ 2.30%▲ 2.33%
▲ 7.88%▲ 2.05%▲ 4.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walgreens Boots Alliance
▼ 62.36%
10
Close
Aug 27, 2025
Canadian Natural
4.56%
▲ 5.59%
5
Buy
Aug 26, 2025
LyondellBasell
6.77%
▲ 0.64%
11
Buy
May 31, 2025
Tvardi Therapeutics
▼ 94.53%
10
Close
May 13, 2025
PepsiCo
3.57%
▲ 19.00%
5
Buy
May 13, 2025
Woodside Energy Group
2.06%
▲ 4.02%
5
Buy
May 10, 2025
Agree Realty
0%
▲ 35.47%
8
Sell
May 06, 2025
Pinnacle West Capital
0%
▲ 45.76%
6
Sell
May 06, 2025
Exxon Mobil
0%
▲ 164.21%
14
Sell
May 06, 2025
T Rowe Price
2.59%
▲ 22.23%
7
Buy
Mar 10, 2025
Leggett & Platt
0%
▼ 63.37%
10
Sell
Mar 04, 2025
Solventum Corporation
0%
▲ 11.55%
2
Sell
Sep 10, 2024
W. P. Carey Inc.
4.84%
▲ 19.91%
9
Buy
Aug 08, 2024
Verizon
2.13%
▲ 33.00%
7
Buy
Jul 22, 2024
Devon Energy
4.34%
▼ 21.11%
4
Buy
Jun 05, 2024
3M
0%
▲ 83.98%
7
Sell
May 29, 2024
VICI Properties
6.49%
▲ 35.77%
9
Buy
May 29, 2024
Barrick Mining
5.12%
▲ 57.47%
12
Buy
Feb 15, 2024
LTC Properties
1.75%
▲ 24.77%
10
Buy
Feb 08, 2024
AbbVie
0%
▲ 174.42%
6
Sell
Feb 08, 2024