CTO - New Portfolio

Hugo

CTO
Individual Investor
Ranked #54,938 out of 766,001 TipRanks' Investors
Success Rate
69%
125 out of 180
profitable transactions
Average Return
20.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.44%
6-Month Return▲ 13.18%
12-Month Return▲ 36.03%
YTD Return▲ 19.43%
Total Return▲ 82.63%

Best Trade

Opened at
Closed at-
Gain▲ 547.51%

Bio

Personal portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.20%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.10%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.51%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.52%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.50%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.78%
▲ 11.46%▲ 5.06%▲ 3.95%
▼ 2.25%▲ 3.53%▼ 1.20%
▲ 25.72%▲ 1.21%▲ 7.10%
▼ 4.22%▲ 2.34%▲ 2.66%
▲ 7.82%▲ 2.10%▲ 3.51%
▲ 6.02%▼ 0.89%▼ 1.52%
▲ 5.59%▲ 5.20%▲ 3.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Agree Realty
5.42%
▲ 20.98%
4
Buy
Nov 06, 2024
Prologis
4.83%
▲ 5.49%
5
Buy
Nov 06, 2024
Danaher
▼ 0.48%
3
Close
Nov 06, 2024
Essential Properties Realty
▲ 34.37%
2
Close
Nov 06, 2024
Mercadolibre
4.24%
▼ 9.33%
5
Buy
Nov 06, 2024
UnitedHealth
▼ 3.83%
6
Close
Nov 04, 2024
Meta Platforms
5.27%
▲ 5.20%
13
Buy
Oct 31, 2024
Microsoft
9.44%
▲ 2.13%
4
Buy
Oct 31, 2024
British American Tobacco
▲ 19.65%
5
Close
Oct 21, 2024
ServiceNow
▲ 10.80%
4
Close
Oct 14, 2024
Mastercard
4.69%
▲ 21.13%
5
Buy
Oct 09, 2024
Visa
4.68%
▲ 21.70%
5
Buy
Sep 25, 2024
Realty Income
▲ 25.58%
8
Close
Sep 18, 2024
Sea
1.67%
▲ 6.60%
8
Buy
Sep 18, 2024
Alphabet Class A
9.57%
▲ 34.78%
9
Buy
Sep 17, 2024
Amazon
13.65%
▲ 17.08%
5
Buy
Sep 13, 2024
PDD Holdings
▼ 28.51%
2
Close
Aug 26, 2024
RTX
2.95%
▲ 123.60%
2
Sell
Aug 22, 2024
Johnson & Johnson
▲ 6.45%
4
Close
Aug 13, 2024
W. P. Carey Inc.
▲ 5.32%
9
Close
Aug 13, 2024