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****6542 - New Portfolio

Alexander Contreras

****6542
Individual Investor
Ranked #78,096 out of 775,913 TipRanks' Investors
Success Rate
71%
182 out of 257
profitable transactions
Average Return
7.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.22%
6-Month Return▲ 4.80%
12-Month Return▲ 10.74%
YTD Return▲ 10.26%
Total Return▲ 19.36%

Best Trade

Opened at
Closed at-
Gain▲ 79.90%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.38%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.84%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.10%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.39%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.25%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.16%
▼ 2.25%▲ 3.53%▲ 0.38%
▲ 25.71%▲ 1.21%▲ 4.60%
▼ 4.22%▲ 2.34%▲ 1.84%
▲ 7.82%▲ 2.10%▲ 2.53%
▲ 5.38%▼ 0.89%▼ 2.10%
▲ 43.22%▲ 5.96%▲ 3.39%
▲ 3.34%▼ 1.56%▼ 5.25%

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
12.48%
▲ 29.82%
17
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
14.38%
▲ 9.56%
13
Buy
Sep 21, 2023
Altria Group
▼ 6.39%
5
Close
Sep 21, 2023
Vanguard High Dividend Yield Index ETF
5.35%
▲ 16.82%
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
1.54%
▼ 2.71%
8
Buy
Apr 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
13.13%
▲ 36.09%
10
Buy
Apr 22, 2023
WisdomTree Emerging Markets High Dividend Fund
1.3%
▲ 8.03%
8
Buy
Apr 22, 2023
WisdomTree U.S. MidCap Dividend Fund
1.06%
▲ 20.31%
7
Buy
Apr 22, 2023
Vanguard Value ETF
1.61%
▲ 26.21%
5
Buy
Apr 22, 2023
Vanguard S&P 500 ETF
1.59%
▲ 50.13%
5
Buy
Apr 22, 2023
Vanguard Growth ETF
1.67%
▲ 75.61%
5
Buy
Apr 22, 2023
Vanguard FTSE Emerging Markets ETF
0.97%
▲ 13.00%
5
Buy
Apr 22, 2023
Vanguard FTSE Developed Markets ETF
2.5%
▲ 9.18%
6
Buy
Apr 22, 2023