****6542 - New Portfolio

Alexander Contreras

****6542
Individual Investor
Ranked #29,276 out of 760,352 TipRanks' Investors
Success Rate
79%
204 out of 257
profitable transactions
Average Return
10.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.16%
6-Month Return▲ 12.06%
12-Month Return▲ 25.02%
YTD Return▲ 14.19%
Total Return▲ 23.61%

Best Trade

Opened at
Closed at-
Gain▲ 66.93%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.38%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.60%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.84%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 2.21%
▲ 0.59%
▼ 0.67%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.81%
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 4.16%
▼ 2.25%▲ 3.53%▲ 0.38%
▲ 25.72%▲ 1.21%▲ 4.60%
▼ 4.21%▲ 2.34%▲ 1.84%
▲ 7.81%▲ 2.10%▲ 2.53%
▲ 2.21%▲ 0.59%▼ 0.67%

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
11.85%
▲ 30.89%
17
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
14.07%
▲ 13.69%
13
Buy
Sep 21, 2023
Altria Group
▼ 6.39%
5
Close
Sep 21, 2023
Vanguard High Dividend Yield Index ETF
5.12%
▲ 18.67%
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
1.58%
▲ 5.26%
8
Buy
Apr 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
11.88%
▲ 30.26%
10
Buy
Apr 22, 2023
WisdomTree Emerging Markets High Dividend Fund
1.32%
▲ 14.98%
8
Buy
Apr 22, 2023
WisdomTree U.S. MidCap Dividend Fund
0.99%
▲ 19.77%
7
Buy
Apr 22, 2023
Vanguard Value ETF
1.56%
▲ 29.72%
5
Buy
Apr 22, 2023
Vanguard S&P 500 ETF
1.46%
▲ 46.11%
5
Buy
Apr 22, 2023
Vanguard Growth ETF
1.46%
▲ 62.96%
5
Buy
Apr 22, 2023
Vanguard FTSE Emerging Markets ETF
0.99%
▲ 21.42%
5
Buy
Apr 22, 2023
Vanguard FTSE Developed Markets ETF
2.57%
▲ 18.93%
6
Buy
Apr 22, 2023