tiprankstipranks

Individual - Youth Account - New Portfolio

Alex de la Cuesta

Individual - Youth Account
Individual Investor
Ranked #182,485 out of 775,913 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
10.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 14.15%
6-Month Return▼ 18.32%
12-Month Return▼ 5.84%
YTD Return▼ 4.25%
Total Return▲ 13.23%

Best Trade

Opened at
Closed at
Gain▲ 29.32%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 1.03%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.24%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.16%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 8.67%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 7.97%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.90%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.00%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 13.02%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 1.03%
▼ 2.25%▲ 3.53%▼ 0.24%
▲ 25.71%▲ 1.21%▲ 3.16%
▼ 4.22%▲ 2.34%▼ 8.67%
▲ 7.82%▲ 2.10%▼ 7.97%
▲ 5.38%▼ 0.89%▼ 3.90%
▲ 43.22%▲ 5.96%▲ 8.00%
▲ 3.34%▼ 1.56%▼ 13.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Large Cap Core Enhanced Index Fund
▲ 4.51%
4
Sell
Jul 18, 2023
Fidelity MSCI Energy Index ETF
▲ 25.33%
4
Close
Jul 18, 2023
Valero Energy
97.46%
▲ 12.59%
5
Buy
Jul 18, 2023
Fidelity Select Biotechnology Pt
▲ 16.98%
1
Buy
Jul 18, 2023
Jakks Pacific
▲ 5.27%
2
Close
Sep 10, 2022
Fidelity Total Bond ETF
▼ 3.32%
2
Close
Sep 10, 2022
Air Transport Services
▼ 9.13%
2
Sell
Sep 10, 2022