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Cartera Julio 2022 - New Portfolio

CESAR ARRIOLA

Cartera Julio 2022
Individual Investor
Ranked #78,245 out of 747,498 TipRanks' Investors
Success Rate
67%
194 out of 288
profitable transactions
Average Return
7.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.52%
6-Month Return▲ 11.54%
12-Month Return▲ 20.50%
YTD Return▲ 10.77%
Total Return▲ 79.84%

Best Trade

Opened at
Closed at
Gain▲ 97.48%

Bio

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

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 3.31%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.02%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.37%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.12%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.31%
▼ 1.87%▲ 1.59%▲ 0.22%
▲ 14.08%▲ 5.22%▲ 10.51%
▲ 5.05%▲ 3.27%▲ 2.81%
▼ 12.40%▼ 4.03%▼ 2.02%
▲ 11.46%▲ 5.06%▲ 1.66%
▼ 2.25%▲ 3.53%▼ 4.37%
▲ 25.65%▲ 0.88%▲ 2.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
10.73%
▼ 19.99%
17
Buy
Jul 11, 2024
Starbucks
12.54%
▼ 6.12%
13
Buy
Jul 11, 2024
PepsiCo
5.36%
▲ 2.00%
4
Buy
Jul 11, 2024
JD
8.58%
▼ 4.86%
4
Buy
Jul 11, 2024
Petroleo Brasileiro SA- Petrobras
7.56%
▲ 4.75%
8
Buy
Jun 19, 2024
Cisco Systems
8.98%
▼ 2.09%
12
Buy
Jun 19, 2024
Halliburton
6.89%
▲ 0.20%
7
Buy
Jun 19, 2024
Pfizer
7.58%
▲ 6.38%
5
Buy
Jun 19, 2024
Abbott Laboratories
▲ 0.09%
5
Close
Jun 13, 2024
Schlumberger
7.33%
▲ 12.45%
9
Buy
Jun 05, 2024
Microsoft
▲ 17.78%
9
Close
May 30, 2024
Applied Materials
▲ 6.29%
2
Close
May 30, 2024
Meta Platforms
▲ 3.34%
2
Close
May 30, 2024
Sony Group
▼ 1.83%
3
Close
May 30, 2024
The Hershey Company
5.76%
▲ 1.26%
5
Buy
May 16, 2024
Amazon
▲ 15.58%
13
Close
May 14, 2024
Diageo
▼ 3.01%
4
Close
May 03, 2024
Ternium SA
▲ 6.04%
5
Close
Apr 20, 2024
UnitedHealth
12.29%
▲ 14.05%
7
Buy
Apr 14, 2024
Coinbase Global
▲ 71.66%
10
Close
Mar 16, 2024