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New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #227,359 out of 781,107 TipRanks' Investors
Success Rate
58%
129 out of 223
profitable transactions
Average Return
8.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.69%
6-Month Return▲ 8.22%
12-Month Return▲ 25.62%
YTD Return▲ 1.06%
Total Return▲ 53.34%

Best Trade

Opened at
Closed at-
Gain▲ 170.49%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.06%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.86%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.45%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.06%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.06%
▲ 8.13%▲ 1.21%▲ 4.00%
▼ 13.14%▲ 2.34%▲ 3.94%
▲ 2.93%▲ 2.10%▲ 1.54%
▲ 10.00%▼ 0.89%▼ 1.34%
▲ 26.04%▲ 5.96%▲ 5.86%
▲ 5.93%▼ 2.41%▼ 3.45%
▲ 6.90%▲ 1.96%▲ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
▼ 1.60%
7
Close
Dec 29, 2024
Vista Oil & Gas SAB de CV
▲ 76.55%
7
Close
Dec 29, 2024
AT&T
▲ 23.25%
4
Close
Dec 29, 2024
PepsiCo
▼ 5.33%
4
Close
Dec 29, 2024
Verizon
▲ 2.09%
4
Close
Dec 29, 2024
Chevron
▼ 2.16%
6
Close
Dec 29, 2024
Merck & Company
▼ 9.64%
4
Close
Dec 29, 2024
BP
▼ 1.23%
8
Close
Dec 29, 2024
UnitedHealth
▼ 0.17%
4
Close
Dec 29, 2024
Altria Group
▲ 18.25%
4
Close
Dec 29, 2024
Oracle
▲ 26.97%
4
Close
Dec 29, 2024
Berkshire Hathaway B
▲ 7.79%
6
Close
Dec 29, 2024
Diageo
▼ 3.66%
6
Close
Dec 29, 2024
Financial Select Sector SPDR Fund
▲ 15.50%
4
Close
Dec 29, 2024
Apple
▲ 18.05%
4
Close
Dec 29, 2024
Amazon
▲ 20.52%
6
Close
Dec 29, 2024
Alphabet Class A
▲ 24.13%
5
Close
Dec 29, 2024
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