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New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #228,927 out of 775,286 TipRanks' Investors
Success Rate
58%
129 out of 223
profitable transactions
Average Return
8.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.04%
6-Month Return▲ 13.90%
12-Month Return▲ 28.76%
YTD Return▲ 28.48%
Total Return▲ 55.97%

Best Trade

Opened at
Closed at-
Gain▲ 184.23%

Bio

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
▲ 4.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.06%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.94%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 5.41%
▼ 0.89%
▼ 1.26%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 5.86%
Nov 2024
▲ 8.52%
▲ 0.70%
▼ 0.83%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.67%
▼ 2.25%▲ 3.53%▲ 1.06%
▲ 25.71%▲ 1.21%▲ 4.00%
▼ 4.22%▲ 2.34%▲ 3.94%
▲ 7.82%▲ 2.10%▲ 1.54%
▲ 5.41%▼ 0.89%▼ 1.26%
▲ 43.24%▲ 5.96%▲ 5.86%
▲ 8.52%▲ 0.70%▼ 0.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Chase & Co.
▲ 17.89%
4
Close
Sep 02, 2024
International Business Machines
▲ 6.34%
4
Close
Sep 02, 2024
Barrick Gold
▲ 17.31%
5
Close
Sep 02, 2024
Diageo
0%
▼ 3.20%
5
Open
Sep 02, 2024
Amazon
0%
▲ 22.36%
5
Open
Sep 02, 2024
The Hershey Company
▲ 3.40%
2
Close
Sep 02, 2024
Embraer SA
▲ 90.21%
2
Close
Sep 02, 2024
Bristol-Myers Squibb
0%
▲ 10.73%
3
Open
Sep 02, 2024
Home Depot
▲ 5.29%
2
Close
Sep 02, 2024
GE Aerospace
▲ 67.42%
2
Close
Sep 02, 2024
Intel
▼ 53.68%
2
Close
Sep 02, 2024
CVS Health
▼ 22.18%
2
Close
Sep 02, 2024
Cognizant
▲ 2.08%
2
Close
Sep 02, 2024
Honeywell International
▲ 4.12%
2
Close
Sep 02, 2024
American Express
0%
▲ 17.67%
1
Open
Sep 02, 2024
Citigroup
0%
▲ 14.55%
1
Open
Sep 02, 2024
SPDR Dow Jones Industrial Average ETF Trust
0%
▲ 5.06%
1
Open
Sep 02, 2024
Bank of America
▲ 14.20%
6
Close
Mar 22, 2024
Broadcom
▲ 6.08%
4
Close
Mar 22, 2024
AbbVie
▼ 0.58%
4
Close
Mar 22, 2024