New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #40,494 out of 757,311 TipRanks' Investors
Success Rate
74%
751 out of 1010
profitable transactions
Average Return
10.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.54%
6-Month Return▲ 22.73%
12-Month Return▲ 30.30%
YTD Return▲ 23.24%
Total Return▲ 23.95%

Best Trade

Opened at
Closed at
Gain▲ 109.83%

Bio

Started în august 2021

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.54%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.82%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.09%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.39%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 4.04%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.01%
▲ 5.05%▲ 3.27%▲ 4.41%
▼ 12.40%▼ 4.03%▼ 0.54%
▲ 11.46%▲ 5.06%▲ 7.61%
▼ 2.25%▲ 3.53%▼ 1.82%
▲ 25.76%▲ 1.21%▲ 7.09%
▼ 4.21%▲ 2.34%▲ 1.39%
▲ 2.65%▼ 0.40%▲ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Stellantis
1.84%
▼ 31.11%
8
Buy
Aug 09, 2024
PUMA SE NPV
0.85%
▲ 5.90%
2
Buy
Aug 09, 2024
OMV AG
15.43%
▼ 5.45%
12
Buy
Aug 06, 2024
Main Street Capital
5.37%
▲ 42.46%
45
Buy
Aug 05, 2024
Brookfield Renewable Partners
5.41%
▲ 8.78%
45
Buy
Jul 15, 2024
Nike
1.63%
▲ 8.92%
7
Buy
Jul 11, 2024
VICI Properties
15.39%
▲ 22.88%
77
Buy
Jul 05, 2024
Bristol-Myers Squibb
5.57%
▲ 4.71%
22
Buy
Jul 05, 2024
ZIM Integrated Shipping Services
▲ 42.79%
35
Close
Jul 03, 2024
Realty Income
16.7%
▲ 13.19%
84
Buy
Jul 02, 2024
Pfizer
9.65%
▼ 9.47%
54
Buy
Jun 17, 2024
Verizon
7.97%
▲ 18.86%
71
Buy
Jun 14, 2024
Ares Capital
2.63%
▲ 24.98%
26
Buy
Jun 14, 2024
Enbridge
2.56%
▲ 25.32%
9
Buy
Jun 14, 2024
Agree Realty
4.48%
▲ 38.47%
19
Buy
Jun 12, 2024
Medical Properties
1.49%
▼ 30.24%
52
Buy
Jun 11, 2024
Leggett & Platt
1.95%
▼ 44.53%
34
Buy
Jun 11, 2024
Walgreens Boots Alliance
0.52%
▼ 61.22%
17
Buy
Jun 11, 2024
Altria Group
▲ 17.74%
62
Close
Jun 10, 2024
Himax Technologies
▲ 7.60%
10
Close
Jun 10, 2024