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New Portfolio Feb 2023 - New Portfolio
albert alonzo
New Portfolio Feb 2023Individual Investor
Ranked #77,530 out of 791,381 TipRanks' Investors
Success Rate
11 out of 12
profitable transactions
profitable transactions
Average Return
45.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.33%
6-Month Return▼ 2.38%
12-Month Return▲ 9.78%
YTD Return▼ 7.79%
Total Return▲ 49.42%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.30%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.65%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 0.78%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.72%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 3.88%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.47%
▲ 2.93%▲ 2.10%▲ 2.09%
▲ 10.00%▼ 0.89%▼ 1.30%
▲ 26.01%▲ 5.96%▲ 5.65%
▲ 5.75%▼ 2.41%▼ 0.78%
▲ 5.32%▲ 2.69%▲ 3.96%
▼ 12.86%▼ 1.27%▼ 7.72%
▼ 2.15%▼ 5.65%▼ 3.88%
Recent Activity
Verizon
―
▼ 1.71%
2
Close
Feb 23, 2023
Amazon
9.42%
▲ 99.72%
3
Sell
Feb 21, 2023
Alphabet Class A
7.86%
▲ 74.39%
3
Sell
Feb 21, 2023
UnitedHealth
23.29%
▲ 1.47%
3
Sell
Feb 21, 2023
Microsoft
18.23%
▲ 46.64%
3
Sell
Feb 21, 2023
Apple
10.58%
▲ 46.23%
2
Sell
Feb 21, 2023
Schwab US Dividend Equity ETF
3.99%
▲ 16.42%
2
Sell
Feb 21, 2023
SPDR S&P 500 ETF Trust
26.64%
▲ 43.23%
1
Open
Feb 21, 2023