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Cartera Julio 2022 - New Portfolio

CESAR ARRIOLA

Cartera Julio 2022
Individual Investor
Ranked #99,131 out of 783,839 TipRanks' Investors
Success Rate
69%
229 out of 332
profitable transactions
Average Return
8.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.17%
6-Month Return▲ 16.17%
12-Month Return▲ 22.07%
YTD Return▲ 7.73%
Total Return▲ 101.61%

Best Trade

Opened at
Closed at
Gain▲ 97.48%

Bio

I'm just trying to put together a profitable and diversified portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.48%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.55%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.03%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.74%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 7.73%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.48%
▲ 8.13%▲ 1.21%▲ 1.33%
▼ 13.14%▲ 2.34%▲ 5.36%
▲ 2.93%▲ 2.10%▲ 1.55%
▲ 9.99%▼ 0.89%▼ 4.03%
▲ 26.04%▲ 5.96%▲ 9.64%
▲ 5.93%▼ 2.41%▼ 6.74%
▲ 4.46%▲ 2.69%▲ 7.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
4.73%
▲ 0.87%
3
Buy
Jan 18, 2025
Exxon Mobil
0.57%
▲ 8.71%
10
Open
Jan 14, 2025
Nike
5.79%
▼ 14.03%
19
Buy
Jan 14, 2025
Caterpillar
9.54%
▲ 0.98%
2
Buy
Jan 14, 2025
Berkshire Hathaway B
3.78%
▲ 8.37%
10
Open
Jan 06, 2025
PayPal Holdings
2.16%
▼ 1.17%
9
Open
Jan 06, 2025
Qualcomm
4.72%
▼ 3.21%
13
Buy
Jan 06, 2025
Johnson & Johnson
2.69%
▼ 1.43%
13
Open
Jan 06, 2025
Merck & Company
7%
▲ 21.49%
13
Open
Jan 06, 2025
Lam Research
6.4%
▲ 4.78%
10
Open
Jan 06, 2025
Alphabet Class A
9.03%
▲ 13.88%
9
Buy
Jan 06, 2025
UnitedHealth
10.78%
▲ 10.81%
8
Buy
Jan 06, 2025
Petroleo Brasileiro SA- Petrobras
6.79%
▲ 7.55%
11
Buy
Jan 06, 2025
Coinbase Global
▲ 60.25%
16
Close
Jan 06, 2025
Starbucks
▲ 8.27%
15
Close
Jan 06, 2025
Applied Materials
8.3%
▲ 0.57%
4
Buy
Jan 06, 2025
Meta Platforms
7.11%
▲ 6.35%
3
Open
Jan 06, 2025
Pfizer
▼ 1.70%
6
Close
Jan 06, 2025
Bitfarms
▼ 38.89%
2
Close
Jan 06, 2025
Riot Platforms
▲ 39.52%
3
Close
Jan 06, 2025