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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #75,829 out of 858,896 TipRanks' Investors
Success Rate
76%
810 out of 1067
profitable transactions
Average Return
12.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.81%
6-Month Return▲ 11.53%
12-Month Return▲ 36.36%
YTD Return▲ 2.55%
Total Return▲ 47.88%

Best Trade

Opened at
Closed at-
Gain▲ 115.58%

Bio

Started în august 2021

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.45%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.92%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 6.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.21%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.37%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.93%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.38%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.09%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.45%
▲ 10.96%▲ 2.38%▲ 2.92%
▼ 3.68%▲ 0.19%▲ 6.72%
▼ 0.10%▲ 0.08%▼ 2.21%
▲ 4.06%▲ 1.47%▲ 3.37%
▼ 1.12%▼ 0.86%▲ 4.93%
▲ 0.60%▼ 4.94%▼ 7.38%
▲ 4.89%▲ 4.48%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walgreens Boots Alliance
▼ 46.87%
18
Close
Aug 27, 2025
Alphabet Class A
25.47%
▲ 102.64%
8
Buy
May 10, 2025
Amazon
7.25%
▲ 14.37%
14
Buy
Apr 21, 2025
Nvidia
23.44%
▲ 56.38%
10
Buy
Apr 21, 2025
Main Street Capital
2.31%
▲ 44.87%
50
Buy
Mar 28, 2025
Pfizer
9.2%
▼ 8.26%
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
28.94%
▲ 68.46%
16
Buy
Mar 09, 2025
Stellantis
0.94%
▼ 57.51%
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 Trust
1.15%
▼ 34.65%
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