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New Portfolio - New Portfolio

Conzilio Sodano

New Portfolio
Individual Investor
Ranked #92,160 out of 858,889 TipRanks' Investors
Success Rate
67%
163 out of 242
profitable transactions
Average Return
26.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.59%
6-Month Return▲ 58.83%
12-Month Return▲ 68.99%
YTD Return▲ 14.72%
Total Return▲ 190.59%

Best Trade

Opened at
Closed at
Gain▲ 296.51%

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

24.32%0-24.32%
▲ 12.88%
▲ 3.56%
▼ 6.10%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 24.32%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.30%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 10.47%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.57%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 15.49%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.17%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.76%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 6.10%
▲ 10.96%▲ 2.38%▲ 24.32%
▼ 3.68%▲ 0.19%▲ 3.30%
▼ 0.10%▲ 0.08%▲ 10.47%
▲ 4.06%▲ 1.47%▲ 3.57%
▼ 1.12%▼ 0.86%▲ 15.49%
▲ 0.60%▼ 4.94%▼ 10.17%
▲ 4.89%▲ 4.48%▲ 6.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PIMCO Funds Real Return Fund Institutional Class
0.83%
▼ 0.36%
5
Buy
May 15, 2024
JB Hunt
70.76%
▲ 46.23%
21
Sell
May 15, 2024
EuroPacific Growth Fund Cl R-6
1.54%
▲ 35.77%
5
Buy
May 15, 2024
PIMCO Income Fund Insti Class
0.89%
▲ 13.05%
5
Buy
May 15, 2024
PGIM Total Return Bond Fund Class R6
1.48%
▼ 4.47%
5
Buy
May 15, 2024
Principal Fds, Inc. SmallCap Growth Fd I, Insti Cl
1.64%
▲ 34.32%
7
Buy
May 15, 2024
Alphabet Class A
▲ 150.87%
7
Close
May 15, 2024
MFS Global Real Estate Fund Class R6
2%
▲ 6.99%
6
Buy
May 15, 2024
Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share
5.11%
▼ 7.57%
9
Buy
May 15, 2024
Vanguard Index Trust Mid-Cap Index Fund Institutional Shares
1.99%
▲ 53.59%
5
Buy
May 15, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
1.93%
▲ 56.74%
5
Buy
May 15, 2024
Vanguard Total International Stock Index Fund Institutional Shares
1.9%
▲ 67.13%
5
Buy
May 15, 2024
MFS Growth Fund Class R6
2.68%
▲ 46.87%
7
Buy
May 15, 2024
American Beacon Small Cap Value Fd Inst Cl
0.8%
▼ 0.20%
4
Buy
May 15, 2024
Goldman Sachs Intl Small Cap Insights Fd Inst
2.9%
▲ 52.58%
5
Buy
May 15, 2024
Apple
0.04%
▲ 19.07%
15
Sell
May 15, 2024
Vanguard Institutional Index Fund Institutional Plus Shares
2.43%
▲ 70.32%
5
Buy
May 15, 2024
Invesco Developing Markets Fund Class Y
1.09%
▼ 5.57%
5
Buy
Jul 14, 2023
Lululemon Athletica
▲ 36.17%
2
Close
Jun 16, 2022
JD
▲ 15.18%
5
Close
Jun 16, 2022