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****6542 - New Portfolio

Alexander Contreras

****6542
Individual Investor
Ranked #49,776 out of 791,381 TipRanks' Investors
Success Rate
73%
188 out of 257
profitable transactions
Average Return
6.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.45%
6-Month Return▼ 0.91%
12-Month Return▲ 7.93%
YTD Return▲ 0.60%
Total Return▲ 19.70%

Best Trade

Opened at
Closed at-
Gain▲ 60.10%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.84%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.38%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 5.57%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 2.87%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.95%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 3.13%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.84%
▲ 2.93%▲ 2.10%▲ 2.55%
▲ 10.00%▼ 0.89%▼ 2.07%
▲ 26.01%▲ 5.96%▲ 3.38%
▲ 5.75%▼ 2.41%▼ 5.57%
▲ 5.32%▲ 2.69%▲ 2.87%
▼ 12.86%▼ 1.27%▲ 0.95%
▼ 2.15%▼ 5.65%▼ 3.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
▼ 5.73%
10
Close
Sep 21, 2023
PepsiCo
▼ 0.82%
7
Close
Sep 21, 2023
Vanguard Dividend Appreciation ETF
12.47%
▲ 27.24%
17
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
14.91%
▲ 11.37%
13
Buy
Sep 21, 2023
Altria Group
▼ 6.39%
5
Close
Sep 21, 2023
Vanguard High Dividend Yield Index ETF
5.49%
▲ 17.54%
9
Buy
Sep 21, 2023
Johnson & Johnson
▼ 0.01%
8
Close
Apr 27, 2023
Microsoft
▲ 9.96%
7
Sell
Apr 27, 2023
Procter & Gamble
▲ 6.69%
8
Close
Apr 27, 2023
UnitedHealth
▼ 1.11%
6
Close
Apr 27, 2023
Lockheed Martin
▲ 0.36%
4
Close
Apr 27, 2023
iShares International Select Dividend ETF
1.79%
▲ 10.79%
8
Buy
Apr 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.12%
▲ 23.20%
10
Buy
Apr 22, 2023
WisdomTree Emerging Markets High Dividend Fund
1.36%
▲ 10.38%
8
Buy
Apr 22, 2023
WisdomTree U.S. MidCap Dividend Fund
1.03%
▲ 15.20%
7
Buy
Apr 22, 2023
Vanguard Value ETF
1.64%
▲ 26.15%
5
Buy
Apr 22, 2023
Vanguard S&P 500 ETF
1.52%
▲ 40.83%
5
Buy
Apr 22, 2023
Vanguard Growth ETF
1.51%
▲ 56.29%
5
Buy
Apr 22, 2023
Vanguard FTSE Emerging Markets ETF
1.01%
▲ 15.16%
5
Buy
Apr 22, 2023
Vanguard FTSE Developed Markets ETF
2.75%
▲ 17.58%
6
Buy
Apr 22, 2023