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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #86,635 out of 783,619 TipRanks' Investors
Success Rate
71%
736 out of 1042
profitable transactions
Average Return
8.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.98%
6-Month Return▼ 0.78%
12-Month Return▲ 16.52%
YTD Return▲ 6.98%
Total Return▲ 16.43%

Best Trade

Opened at
Closed at
Gain▲ 109.82%

Bio

Started în august 2021

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.82%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.09%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.49%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 6.21%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 1.17%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.57%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 6.98%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.82%
▲ 8.13%▲ 1.21%▲ 7.09%
▼ 13.14%▲ 2.34%▲ 1.39%
▲ 2.93%▲ 2.10%▲ 5.49%
▲ 9.99%▼ 0.89%▼ 6.21%
▲ 26.04%▲ 5.96%▼ 1.17%
▲ 5.93%▼ 2.41%▼ 6.57%
▲ 4.87%▲ 3.24%▲ 6.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VICI Properties
3.52%
▲ 22.96%
79
Open
Jan 13, 2025
Nvidia
10.86%
▼ 10.43%
5
Buy
Jan 13, 2025
Realty Income
23.07%
▲ 0.56%
86
Buy
Nov 26, 2024
OMV AG
25.51%
▲ 1.99%
15
Buy
Nov 26, 2024
Nike
1.62%
▲ 11.01%
10
Buy
Nov 26, 2024
Qualcomm
3.29%
▲ 11.08%
2
Buy
Nov 26, 2024
AbbVie
10.87%
▲ 26.19%
16
Buy
Nov 19, 2024
Pfizer
14%
▼ 14.77%
56
Buy
Nov 17, 2024
Stellantis
2.38%
▼ 30.20%
9
Buy
Nov 17, 2024
Moody's
▲ 1.82%
5
Close
Nov 17, 2024
S&P Global
▲ 1.96%
6
Close
Nov 17, 2024
Medical Properties
1.78%
▼ 42.83%
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
Main Street Capital
▲ 48.77%
46
Close
Oct 16, 2024
Ares Capital
▲ 32.54%
27
Close
Oct 16, 2024
Arbor Realty
▲ 28.54%
11
Close
Oct 16, 2024
Bristol-Myers Squibb
▲ 13.61%
23
Close
Oct 16, 2024