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****6542 - New Portfolio

Alexander Contreras

****6542
Individual Investor
Ranked #51,162 out of 797,087 TipRanks' Investors
Success Rate
74%
189 out of 257
profitable transactions
Average Return
4.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.15%
6-Month Return▼ 5.67%
12-Month Return▲ 5.89%
YTD Return▼ 2.56%
Total Return▲ 15.96%

Best Trade

Opened at
Closed at-
Gain▲ 62.11%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 2.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.38%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.56%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.09%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 3.14%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.55%
▲ 10.00%▼ 0.89%▼ 2.07%
▲ 25.97%▲ 5.96%▲ 3.38%
▲ 5.39%▼ 2.41%▼ 5.56%
▲ 6.04%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▲ 0.95%
▼ 1.80%▼ 5.57%▼ 3.09%
▲ 3.87%▼ 1.56%▼ 3.14%

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
12.78%
▲ 24.13%
17
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
14.49%
▲ 3.06%
13
Buy
Sep 21, 2023
Altria Group
▼ 6.39%
5
Close
Sep 21, 2023
Vanguard High Dividend Yield Index ETF
5.56%
▲ 13.31%
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
1.95%
▲ 14.84%
8
Buy
Apr 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.56%
▲ 21.56%
10
Buy
Apr 22, 2023
WisdomTree Emerging Markets High Dividend Fund
1.43%
▲ 10.73%
8
Buy
Apr 22, 2023
WisdomTree U.S. MidCap Dividend Fund
1.04%
▲ 10.89%
7
Buy
Apr 22, 2023
Vanguard Value ETF
1.67%
▲ 22.11%
5
Buy
Apr 22, 2023
Vanguard S&P 500 ETF
1.58%
▲ 39.41%
5
Buy
Apr 22, 2023
Vanguard Growth ETF
1.61%
▲ 58.25%
5
Buy
Apr 22, 2023
Vanguard FTSE Emerging Markets ETF
1.05%
▲ 14.20%
5
Buy
Apr 22, 2023
Vanguard FTSE Developed Markets ETF
2.96%
▲ 20.33%
6
Buy
Apr 22, 2023