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New Portfolio - New Portfolio

daezoz

New Portfolio
Individual Investor
Ranked #67,559 out of 795,672 TipRanks' Investors
Success Rate
57%
96 out of 168
profitable transactions
Average Return
27.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.02%
6-Month Return▼ 5.90%
12-Month Return▲ 12.02%
YTD Return▼ 1.47%
Total Return▲ 121.50%

Best Trade

Opened at
Closed at-
Gain▲ 473.97%

Bio

A

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.79%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.98%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.27%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.60%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 6.71%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.79%
▲ 10.00%▼ 0.89%▼ 1.98%
▲ 25.98%▲ 5.96%▲ 4.19%
▲ 5.34%▼ 2.41%▼ 6.27%
▲ 5.99%▲ 2.69%▲ 3.16%
▼ 12.86%▼ 1.27%▲ 4.04%
▼ 1.80%▼ 5.57%▼ 1.60%
▼ 7.29%▼ 4.55%▼ 6.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
▼ 14.68%
2
Close
Apr 11, 2025
AFLAC
5.86%
▲ 95.63%
9
Buy
Apr 09, 2025
Amcor
0.87%
▲ 0.93%
21
Buy
Apr 09, 2025
PepsiCo
1.83%
▼ 0.34%
3
Buy
Apr 09, 2025
Genuine Parts Company
1.93%
▲ 3.62%
3
Buy
Apr 09, 2025
Otis Worldwide
▲ 115.00%
2
Close
Apr 07, 2025
Polaris
1.41%
▼ 35.26%
7
Buy
Mar 28, 2025
Conagra Brands
1.2%
▼ 1.03%
8
Buy
Feb 18, 2025
Exxon Mobil
1.29%
▼ 4.85%
6
Buy
Jan 31, 2025
AbbVie
23.05%
▲ 176.91%
9
Sell
Jan 27, 2025
UGI
0.4%
▲ 26.88%
11
Sell
Jan 16, 2025
Franklin Resources
1.35%
▼ 12.27%
11
Buy
Jan 13, 2025
Apple
15.97%
▲ 473.97%
2
Sell
Oct 23, 2024
Verizon
1.29%
▲ 27.31%
16
Buy
Oct 22, 2024
LyondellBasell
1.19%
▼ 35.85%
4
Buy
Oct 21, 2024
Broadcom
4.44%
▲ 9.10%
4
Sell
Sep 20, 2024
Seagate Tech
4.52%
▲ 68.32%
9
Sell
Aug 06, 2024
Pfizer
1.38%
▼ 35.56%
11
Sell
Aug 06, 2024
Amazon
2.27%
▲ 21.51%
3
Buy
Aug 06, 2024
AT&T
1.13%
▲ 71.29%
10
Sell
Jul 16, 2024