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New Portfolio 21.1.24 - New Portfolio

PerformancePortfolio Details

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #244,816 out of 743,457 TipRanks' Investors
Success Rate
54%
118 out of 217
profitable transactions
Average Return
4.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.06%
6-Month Return▲ 13.44%
12-Month Return▲ 26.70%
YTD Return▲ 12.64%
Total Return▲ 36.75%

Best Trade

AssetAssertio Th... (ASRT)
Opened at
Closed at
Gain▲ 139.70%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 3.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.09%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.26%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.88%
▼ 1.87%▲ 1.59%▲ 1.71%
▲ 14.08%▲ 5.22%▲ 3.68%
▲ 5.05%▲ 3.27%▲ 4.29%
▼ 12.40%▼ 4.03%▼ 2.93%
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▲ 1.09%
▲ 0.26%▲ 0.21%▼ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BAC
Bank of America
―
▲ 14.21%
6
Close
Mar 22, 2024
AVGO
Broadcom
―
▲ 6.08%
4
Close
Mar 22, 2024
ABBV
AbbVie
―
▼ 0.58%
4
Close
Mar 22, 2024
AMZN
Amazon
―
▲ 18.79%
4
Close
Mar 22, 2024
ABEV
Ambev SA
―
▼ 6.79%
2
Close
Mar 22, 2024
AMD
Advanced Micro Devices
―
▲ 6.82%
2
Close
Mar 22, 2024
BMY
Bristol-Myers Squibb
―
▲ 4.76%
2
Close
Mar 22, 2024
AMAT
Applied Materials
―
▲ 25.14%
2
Close
Mar 22, 2024
AEM
Agnico Eagle
―
▲ 15.63%
2
Close
Mar 22, 2024
IBM
International Business Machines
0%
▼ 1.58%
3
Open
Jan 23, 2024
BRK.B
Berkshire Hathaway B
0%
▲ 3.58%
5
Open
Jan 23, 2024
DIS
Walt Disney
0%
▲ 7.77%
3
Open
Jan 23, 2024
CVS
CVS Health
0%
▼ 21.82%
1
Open
Jan 23, 2024
LRCX
Lam Research
0%
▲ 28.24%
1
Open
Jan 23, 2024
CTSH
Cognizant
0%
▼ 11.43%
1
Open
Jan 23, 2024
PLD
Prologis
0%
▼ 11.90%
1
Open
Jan 23, 2024
MMM
3M
0%
▲ 28.19%
1
Open
Jan 23, 2024
YPF
YPF Sociedad Anonima
0%
▲ 22.48%
1
Open
Jan 23, 2024
HON
Honeywell International
0%
▲ 5.07%
1
Open
Jan 23, 2024
KO
Coca-Cola
0%
▼ 1.13%
6
Open
Jan 21, 2024