Individual - Youth Account - New Portfolio

Alex de la Cuesta

Individual - Youth Account
Individual Investor
Ranked #151,381 out of 760,200 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
13.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.62%
6-Month Return▼ 21.60%
12-Month Return▲ 10.56%
YTD Return▲ 7.10%
Total Return▲ 26.66%

Best Trade

Opened at
Closed at
Gain▲ 29.32%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 20.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.03%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.24%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.16%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 8.67%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 7.97%
Sep 2024
▲ 0.81%
▼ 1.04%
▲ 0.97%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 20.66%
▼ 12.40%▼ 4.03%▼ 6.34%
▲ 11.46%▲ 5.06%▼ 1.03%
▼ 2.25%▲ 3.53%▼ 0.24%
▲ 25.72%▲ 1.21%▲ 3.16%
▼ 4.21%▲ 2.34%▼ 8.67%
▲ 7.81%▲ 2.10%▼ 7.97%
▲ 0.81%▼ 1.04%▲ 0.97%

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
97.83%
▲ 20.66%
5
Buy
Jul 18, 2023
Fidelity Select Biotechnology Pt
▲ 29.11%
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