tiprankstipranks

Individual - Youth Account - New Portfolio

Alex de la Cuesta

Individual - Youth Account
Individual Investor
Ranked #142,990 out of 791,381 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
11.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.02%
6-Month Return▼ 6.82%
12-Month Return▼ 15.97%
YTD Return▲ 1.18%
Total Return▲ 16.09%

Best Trade

Opened at
Closed at
Gain▲ 29.32%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 8.67%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 7.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.00%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 11.86%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 9.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.71%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 5.89%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 8.67%
▲ 2.93%▲ 2.10%▼ 7.98%
▲ 10.00%▼ 0.89%▼ 3.90%
▲ 26.01%▲ 5.96%▲ 8.00%
▲ 5.75%▼ 2.41%▼ 11.86%
▲ 5.32%▲ 2.69%▲ 9.38%
▼ 12.86%▼ 1.27%▼ 1.71%
▼ 2.15%▼ 5.65%▼ 5.89%

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
97.55%
▲ 14.61%
5
Buy
Jul 18, 2023
Fidelity Select Biotechnology Pt
▲ 18.21%
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