Ad Astra Value - New Portfolio

Angel Villalon

Ad Astra Value
Individual Investor
Ranked #337,212 out of 760,352 TipRanks' Investors
Success Rate
52%
11 out of 21
profitable transactions
Average Return
8.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.42%
6-Month Return▲ 1.56%
12-Month Return▲ 9.17%
YTD Return▲ 1.33%
Total Return▲ 18.07%

Best Trade

Opened at
Closed at
Gain▲ 69.86%

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%
▲ 5.05%
▲ 3.27%
▲ 0.72%
Mar 2024
▼ 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
▼ 4.21%
▲ 2.34%
▼ 1.35%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.63%
Sep 2024
▲ 2.53%
▼ 0.10%
▼ 1.96%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 0.72%
▼ 12.40%▼ 4.03%▼ 3.44%
▲ 11.46%▲ 5.06%▲ 2.27%
▼ 2.25%▲ 3.53%▲ 4.76%
▲ 25.72%▲ 1.21%▼ 3.86%
▼ 4.21%▲ 2.34%▼ 1.35%
▲ 7.81%▲ 2.10%▲ 2.63%
▲ 2.53%▼ 0.10%▼ 1.96%

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
▲ 0.24%
2
Close
Jun 08, 2022
Games Workshop
33.39%
▲ 67.06%
1
Open
Jun 06, 2022
Alphabet Class A
26.8%
▲ 38.90%
1
Open
Jun 06, 2022
Procter & Gamble
39.8%
▲ 23.35%
1
Open
Jun 06, 2022