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New Portfolio - New Portfolio
Conzilio Sodano
New PortfolioIndividual Investor
Ranked #67,342 out of 766,001 TipRanks' Investors
Success Rate
160 out of 242
profitable transactions
profitable transactions
Average Return
22.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 14.47%
6-Month Return▲ 15.32%
12-Month Return▲ 23.78%
YTD Return▲ 9.10%
Total Return▲ 142.80%
Best Trade
Bio
This is a a representation of my stock holdings. I have a fair amount of equity in my home am debt free and live cheap. I have another additional realestate holdings that are paid for.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 11.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.38%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.03%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.16%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 6.12%
Nov 2024
▼ 12.40%▼ 4.03%▼ 11.17%
▲ 11.46%▲ 5.06%▲ 0.73%
▼ 2.25%▲ 3.53%▲ 0.38%
▲ 25.72%▲ 1.21%▲ 8.03%
▼ 4.21%▲ 2.34%▲ 0.56%
▲ 7.82%▲ 2.10%▼ 0.30%
▲ 6.02%▼ 0.89%▲ 4.16%
▲ 6.70%▲ 4.74%▲ 6.12%
Recent Activity
PIMCO Funds Real Return Fund Institutional Class
0.92%
▼ 2.85%
5
Buy
May 15, 2024
JB Hunt
67.88%
▲ 22.08%
21
Sell
May 15, 2024
EuroPacific Growth Fund Cl R-6
1.63%
▲ 15.87%
5
Buy
May 15, 2024
PIMCO Income Fund Insti Class
0.99%
▲ 10.46%
5
Buy
May 15, 2024
PGIM Total Return Bond Fund Class R6
1.67%
▼ 5.02%
5
Buy
May 15, 2024
Principal Fds, Inc. SmallCap Growth Fd I, Insti Cl
2%
▲ 23.59%
7
Buy
May 15, 2024
Alphabet Class A
―
▲ 150.87%
7
Close
May 15, 2024
MFS Global Real Estate Fund Class R6
2.39%
▲ 8.13%
6
Buy
May 15, 2024
Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share
5.75%
▼ 8.24%
9
Buy
May 15, 2024
Vanguard Index Trust Mid-Cap Index Fund Institutional Shares
2.1%
▲ 40.35%
5
Buy
May 15, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
2.04%
▲ 43.79%
5
Buy
May 15, 2024
Vanguard Total International Stock Index Fund Institutional Shares
1.65%
▲ 21.53%
5
Buy
May 15, 2024
MFS Growth Fund Class R6
3.68%
▲ 46.31%
7
Buy
May 15, 2024
American Beacon Small Cap Value Fd Inst Cl
0.98%
▲ 7.91%
4
Buy
May 15, 2024
Goldman Sachs Intl Small Cap Insights Fd Inst
2.46%
▲ 14.33%
5
Buy
May 15, 2024
Apple
0.04%
▲ 16.38%
15
Sell
May 15, 2024
Vanguard Institutional Index Fund Institutional Plus Shares
2.49%
▲ 47.14%
5
Buy
May 15, 2024
Invesco Developing Markets Fund Class Y
1.35%
▼ 2.33%
5
Buy
Jul 14, 2023
Lululemon Athletica
―
▲ 36.17%
2
Close
Jun 16, 2022
JD
―
▲ 15.19%
5
Close
Jun 16, 2022