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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #40,013 out of 791,381 TipRanks' Investors
Success Rate
74%
776 out of 1049
profitable transactions
Average Return
9.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.10%
6-Month Return▼ 0.23%
12-Month Return▲ 19.24%
YTD Return▲ 11.38%
Total Return▲ 21.43%

Best Trade

Opened at
Closed at
Gain▲ 109.82%

Bio

Started în august 2021

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.49%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 6.21%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 1.17%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 6.38%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 6.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.33%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 1.67%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.39%
▲ 2.93%▲ 2.10%▲ 5.49%
▲ 10.00%▼ 0.89%▼ 6.21%
▲ 26.01%▲ 5.96%▼ 1.17%
▲ 5.75%▼ 2.41%▼ 6.38%
▲ 5.32%▲ 2.69%▲ 6.53%
▼ 12.86%▼ 1.27%▲ 6.33%
▼ 2.15%▼ 5.65%▼ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
2.85%
▲ 47.64%
48
Buy
Mar 11, 2025
Amazon
7.35%
▲ 5.65%
11
Buy
Mar 11, 2025
Nvidia
18.52%
▼ 17.93%
7
Buy
Mar 11, 2025
Alphabet Class A
12.6%
▼ 1.10%
2
Buy
Mar 11, 2025
Pfizer
13.51%
▼ 17.42%
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
30.58%
▲ 13.04%
16
Buy
Mar 09, 2025
Stellantis
2.19%
▼ 35.93%
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
2.02%
▼ 29.73%
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