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New Portfolio - New Portfolio

Sergiu

New Portfolio
Individual Investor
Ranked #76,250 out of 812,479 TipRanks' Investors
Success Rate
74%
792 out of 1067
profitable transactions
Average Return
9.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.64%
6-Month Return▲ 6.25%
12-Month Return▲ 5.43%
YTD Return▲ 12.35%
Total Return▲ 22.59%

Best Trade

Opened at
Closed at
Gain▲ 109.82%

Bio

Started în august 2021

Performance

27.91%0-27.91%
▲ 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%
▼ 0.51%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 1.05%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.53%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.44%
Jul 2025
▲ 2.01%
▲ 0.81%
▲ 0.64%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.88%
▼ 12.86%▼ 1.27%▲ 6.33%
▼ 1.80%▼ 5.57%▼ 1.28%
▲ 1.84%▼ 0.87%▼ 0.51%
▲ 12.20%▲ 6.28%▼ 1.05%
▲ 6.24%▲ 5.14%▲ 1.53%
▲ 27.91%▲ 2.30%▼ 0.44%
▲ 2.01%▲ 0.81%▲ 0.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
19.43%
▲ 28.37%
8
Buy
May 10, 2025
Amazon
8.14%
▲ 10.93%
14
Buy
Apr 21, 2025
Nvidia
27.28%
▲ 51.44%
10
Buy
Apr 21, 2025
Main Street Capital
3.43%
▲ 46.33%
50
Buy
Mar 28, 2025
Pfizer
10.1%
▼ 19.04%
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
27.08%
▲ 31.34%
16
Buy
Mar 09, 2025
Stellantis
1.32%
▼ 50.16%
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
1.14%
▼ 48.78%
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