INDIVIDUAL - New Portfolio

Christian Carbajal

INDIVIDUAL
Individual Investor
Ranked #52,784 out of 754,519 TipRanks' Investors
Success Rate
62%
520 out of 837
profitable transactions
Average Return
29.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.06%
6-Month Return▲ 7.85%
12-Month Return▲ 13.78%
YTD Return▲ 6.94%
Total Return▲ 26.88%

Best Trade

Opened at
Closed at-
Gain▲ 2320.76%

Bio

Portfolio seeking to diversify risk with quality and dividend paying companies.

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 2.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.89%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.62%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.33%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 2.82%
▲ 14.08%▲ 5.22%▲ 1.26%
▲ 5.05%▲ 3.27%▲ 4.43%
▼ 12.40%▼ 4.03%▼ 3.18%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 1.89%
▲ 25.76%▲ 1.21%▲ 4.62%
▼ 4.21%▲ 2.34%▲ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Curo Group Holdings
▼ 98.84%
6
Close
Jul 19, 2024
Companhia Brasileira de Distribuicao
▼ 84.13%
8
Close
May 18, 2024
iShares Gold Trust
1.84%
▲ 1.98%
14
Close
Jan 22, 2024
Blackrock New York Municipal Income Trust
0.1%
▼ 7.56%
5
Close
Oct 19, 2023
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust of Benef Interest
0.14%
▼ 9.24%
3
Close
Oct 19, 2023
Gerdau SA
0.15%
▼ 11.79%
9
Sell
Sep 30, 2023
Medical Properties
0.21%
▼ 68.26%
6
Buy
Sep 30, 2023
Geo Group
0.32%
▲ 67.33%
9
Buy
Sep 30, 2023
Walmart
0.07%
▲ 47.36%
6
Sell
Sep 30, 2023
Movado Group
0.15%
▼ 11.19%
2
Buy
Sep 30, 2023
iShares 20+ Year Treasury Bond ETF
0.6%
▲ 63.94%
8
Buy
Sep 27, 2023
Diageo
0.2%
▼ 23.09%
2
Buy
Sep 26, 2023
ManpowerGroup
0.16%
▼ 3.94%
4
Buy
Sep 22, 2023
Jack In The Box
0.31%
▼ 26.18%
9
Buy
Sep 22, 2023
Honda Motor Company
0.21%
▲ 25.85%
4
Sell
Sep 22, 2023
Paramount Global Class B
0.23%
▼ 61.73%
5
Buy
Sep 22, 2023
Vanguard Utilities ETF
0.93%
▲ 12.48%
5
Buy
Sep 22, 2023
Nestle SA Reg
0.17%
▼ 4.65%
4
Buy
Sep 22, 2023
Invesco Dynamic Food & Beverage ETF
0.15%
▲ 10.30%
2
Buy
Sep 22, 2023
iShares Silver Trust
1.03%
▲ 37.63%
13
Buy
Sep 22, 2023