Value - New Portfolio

Riccardo Sgherri

Value
Individual Investor
Ranked #194,639 out of 767,315 TipRanks' Investors
Success Rate
62%
26 out of 42
profitable transactions
Average Return
17.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.91%
6-Month Return▲ 10.86%
12-Month Return▲ 28.92%
YTD Return▲ 17.71%
Total Return▲ 10.55%

Best Trade

Opened at
Closed at-
Gain▲ 167.73%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 9.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.28%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.73%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 4.40%
Oct 2024
▲ 16.97%
▲ 5.02%
▲ 1.38%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.88%
▲ 11.46%▲ 5.06%▲ 9.13%
▼ 2.25%▲ 3.53%▲ 4.59%
▲ 25.72%▲ 1.21%▲ 8.14%
▼ 4.22%▲ 2.34%▲ 3.28%
▲ 7.82%▲ 2.10%▼ 0.73%
▲ 6.02%▼ 0.89%▼ 4.40%
▲ 16.97%▲ 5.02%▲ 1.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Stellantis
4.66%
▼ 32.72%
3
Buy
Jul 25, 2024
HSBC Holdings
4.61%
▲ 7.39%
1
Open
Jul 25, 2024
Ares Capital
6.64%
▲ 4.49%
2
Buy
Jul 16, 2024
ChargePoint Holdings
▼ 93.64%
5
Close
Jul 12, 2024
GeoVax Labs
▼ 93.00%
3
Close
Jul 12, 2024
Energy Transfer
▲ 67.36%
2
Close
Jul 02, 2024
International Business Machines
7.28%
▲ 114.43%
3
Sell
Jan 25, 2024
Tellurian
▼ 89.92%
2
Close
Jan 25, 2024
Corbus Pharmaceuticals
3.96%
▲ 115.28%
1
Open
Jan 25, 2024
Ternium SA
3.43%
▼ 7.93%
1
Open
Jan 25, 2024
VICI Properties
3.53%
▲ 6.80%
1
Open
Jan 17, 2024
Liquidia Technologies
▲ 103.13%
5
Close
Jan 03, 2024
Star Bulk Carriers
2.69%
▲ 11.91%
2
Buy
May 19, 2023
National Fuel Gas Company
6.57%
▲ 4.31%
1
Open
Dec 16, 2022
MPLX
▲ 77.57%
2
Close
Dec 08, 2022
Enterprise Products Partners
▲ 15.94%
3
Close
Dec 08, 2022
Sociedad Quimica Y Minera SA
1.87%
▼ 55.78%
1
Open
Dec 08, 2022
Envela
0.64%
▼ 20.44%
1
Open
Aug 05, 2022
Iron Mountain
6.96%
▲ 153.50%
2
Buy
Jul 21, 2022
AbbVie
▲ 60.12%
2
Close
Jun 03, 2022