New Portfolio - New Portfolio

amartinezf

New Portfolio
Individual Investor
Ranked #144,826 out of 767,315 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
44.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.82%
6-Month Return▲ 13.02%
12-Month Return▲ 28.20%
YTD Return▲ 20.40%
Total Return▲ 43.35%

Best Trade

Opened at
Closed at-
Gain▲ 212.80%

Bio

Beginner Portfolio from a Colombian Boi

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.85%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.76%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 5.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.40%
▲ 11.46%▲ 5.06%▲ 3.03%
▼ 2.25%▲ 3.53%▲ 1.85%
▲ 25.72%▲ 1.21%▲ 2.83%
▼ 4.22%▲ 2.34%▲ 3.60%
▲ 7.82%▲ 2.10%▲ 0.66%
▲ 6.02%▼ 0.89%▼ 0.76%
▲ 9.99%▲ 4.97%▲ 5.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Portfolio S&P 500 Value ETF
6.52%
▲ 35.64%
3
Buy
Feb 21, 2023
Schwab US Dividend Equity ETF
2.27%
▲ 22.96%
1
Open
Feb 21, 2023
Black Stone Minerals
18.5%
▲ 13.38%
2
Buy
Feb 16, 2023
Clear Channel Outdoor
0.81%
▼ 6.29%
1
Open
Feb 16, 2023
Nu Holdings
58.19%
▲ 212.80%
1
Open
Feb 14, 2023
Wipro
13.7%
▲ 41.07%
1
Open
Feb 14, 2023