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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #69,480 out of 807,781 TipRanks' Investors
Success Rate
75%
795 out of 1067
profitable transactions
Average Return
9.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.49%
6-Month Return▲ 11.70%
12-Month Return▲ 9.76%
YTD Return▲ 14.75%
Total Return▲ 25.21%

Best Trade

Opened at
Closed at
Gain▲ 109.82%

Bio

Started în august 2021

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.33%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.88%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.28%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 1.05%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.53%
Jun 2025
▲ 5.38%
▲ 0.93%
▲ 2.33%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.33%
▲ 6.03%▲ 2.69%▲ 6.88%
▼ 12.86%▼ 1.27%▲ 6.33%
▼ 1.80%▼ 5.57%▼ 1.28%
▲ 1.84%▼ 0.87%▼ 0.52%
▲ 12.20%▲ 6.28%▼ 1.05%
▲ 6.24%▲ 5.14%▲ 1.53%
▲ 5.38%▲ 0.93%▲ 2.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
17.95%
▲ 14.84%
8
Buy
May 10, 2025
Amazon
8.5%
▲ 11.44%
14
Buy
Apr 21, 2025
Nvidia
25.43%
▲ 36.70%
10
Buy
Apr 21, 2025
Main Street Capital
3.4%
▲ 45.90%
50
Buy
Mar 28, 2025
Pfizer
10.88%
▼ 16.95%
57
Buy
Mar 09, 2025
AbbVie
▲ 31.13%
17
Close
Mar 09, 2025
VICI Properties
▲ 23.09%
80
Close
Mar 09, 2025
Realty Income
▲ 9.32%
87
Close
Mar 09, 2025
OMV AG
28.81%
▲ 34.77%
16
Buy
Mar 09, 2025
Stellantis
1.48%
▼ 46.40%
10
Buy
Mar 09, 2025
Nike
▲ 10.55%
11
Close
Mar 09, 2025
Qualcomm
▲ 0.67%
3
Close
Mar 09, 2025
Moody's
▲ 1.82%
5
Close
Nov 17, 2024
S&P Global
▲ 1.96%
6
Close
Nov 17, 2024
Medical Properties
1.19%
▼ 48.15%
53
Buy
Oct 29, 2024
ASML Holding
▲ 3.67%
2
Close
Oct 23, 2024
PUMA SE NPV
▲ 10.95%
3
Close
Oct 17, 2024
Verizon
▲ 20.80%
72
Close
Oct 16, 2024
Brookfield Renewable Partners
▲ 15.46%
46
Close
Oct 16, 2024
Ares Capital
▲ 32.54%
27
Close
Oct 16, 2024