Ad Astra Value - New Portfolio

Angel Villalon

Ad Astra Value
Individual Investor
Ranked #354,324 out of 767,315 TipRanks' Investors
Success Rate
52%
11 out of 21
profitable transactions
Average Return
9.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.61%
6-Month Return▲ 3.69%
12-Month Return▲ 12.66%
YTD Return▲ 6.80%
Total Return▲ 24.43%

Best Trade

Opened at
Closed at-
Gain▲ 80.52%

Bio

Looking for companies with compounded growth. Only quality companies with strong fundamentals. Always using margin of safety based stocks intrinsic value. I operate as business owner and not as a stock trader.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.76%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.86%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.63%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.46%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 0.84%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.44%
▲ 11.46%▲ 5.06%▲ 2.27%
▼ 2.25%▲ 3.53%▲ 4.76%
▲ 25.72%▲ 1.21%▼ 3.86%
▼ 4.22%▲ 2.34%▼ 1.35%
▲ 7.82%▲ 2.10%▲ 2.63%
▲ 6.02%▼ 0.89%▲ 2.46%
▲ 9.99%▲ 4.97%▲ 0.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 34.27%
2
Close
Jun 02, 2024
Brookfield Corporation
▲ 8.37%
2
Close
Jun 02, 2024
Big 5 Sporting Goods
▼ 65.39%
2
Close
Jun 02, 2024
Berkshire Hathaway B
▲ 32.88%
2
Close
Jun 02, 2024
CVS Health
▼ 33.06%
2
Close
Jun 02, 2024
EOG Resources
▼ 4.99%
2
Close
Jun 02, 2024
Vertu Motors
▲ 50.02%
2
Close
Jun 02, 2024
Moody's
▲ 43.79%
2
Close
Jun 02, 2024
Microsoft
▲ 56.57%
2
Close
Jun 02, 2024
Semperit Holding AG
▼ 45.10%
2
Close
Jun 02, 2024
Stellantis
▲ 69.86%
2
Close
Jun 02, 2024
Revolve Group
▼ 40.61%
2
Close
Jun 02, 2024
Kering SA
▼ 32.47%
2
Close
Jun 02, 2024
Plus500
▼ 4.35%
3
Close
Jun 13, 2022
PulteGroup
▼ 2.17%
3
Close
Jun 09, 2022
ZIM Integrated Shipping Services
▼ 21.54%
3
Close
Jun 09, 2022
SSAB Corporation
▲ 1.23%
2
Close
Jun 08, 2022
Games Workshop
33.83%
▲ 80.52%
1
Open
Jun 06, 2022
Alphabet Class A
28.49%
▲ 53.50%
1
Open
Jun 06, 2022
Procter & Gamble
37.68%
▲ 22.11%
1
Open
Jun 06, 2022