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POBEDA - New Portfolio

POBEDA
Individual Investor
Ranked #108,636 out of 737,088 TipRanks' Investors
Success Rate
65%
66 out of 101
profitable transactions
Average Return
2.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.54%
6-Month Return-
12-Month Return-
YTD Return▲ 2.88%
Total Return▲ 2.88%

Best Trade

Opened at
Closed at-
Gain▲ 22.91%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.33%
Apr 2024
▲ 12.75%
▲ 5.54%
▲ 2.54%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▲ 0.33%
▲ 12.75%▲ 5.54%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
▲ 3.22%
3
Close
May 28, 2024
Fastenal Company
1.58%
▼ 5.20%
3
Buy
May 28, 2024
Intuit
1.92%
▼ 3.40%
2
Buy
May 28, 2024
Enbridge
▲ 2.36%
3
Close
May 28, 2024
AbbVie
1.62%
▼ 4.28%
2
Buy
May 28, 2024
Old Dominion Freight
1.86%
▼ 16.39%
3
Buy
May 28, 2024
Amgen
1.67%
▲ 13.11%
2
Sell
May 28, 2024
Tekla Healthcare Opportunities Fund
1.81%
▲ 7.13%
2
Sell
May 28, 2024
Lowe's
1.46%
▼ 6.74%
2
Buy
May 28, 2024
Calamos Dynamic Convertible & Income Fund
1.8%
▲ 6.21%
2
Sell
May 28, 2024
Starbucks
1.64%
▼ 8.61%
2
Buy
May 28, 2024
Verizon
▲ 0.05%
2
Close
May 25, 2024
Nvidia
1.38%
▲ 6.98%
1
Open
May 25, 2024
BlackRock
▲ 2.77%
2
Close
May 23, 2024
Northrop Grumman
0.72%
▼ 2.07%
1
Open
May 23, 2024
Waste Management
0.98%
▼ 1.45%
1
Open
May 23, 2024
Extra Space Storage
▲ 4.04%
2
Close
May 22, 2024
Brown & Brown
0.83%
▼ 3.93%
1
Open
May 22, 2024
Columbia Seligman Premium Technology Growth Func Inc
▲ 2.38%
3
Close
May 10, 2024
Linde
0.51%
▼ 1.03%
1
Open
May 10, 2024