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New Portfolio Feb 2023 - New Portfolio
albert alonzo
New Portfolio Feb 2023Individual Investor
Ranked #81,860 out of 775,913 TipRanks' Investors
Success Rate
11 out of 12
profitable transactions
profitable transactions
Average Return
61.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.38%
6-Month Return▲ 9.18%
12-Month Return▲ 24.81%
YTD Return▲ 24.94%
Total Return▲ 64.24%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.03%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.67%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.30%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.65%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.57%
Dec 2024
▲ 11.46%▲ 5.06%▲ 4.78%
▼ 2.25%▲ 3.53%▲ 6.03%
▲ 25.71%▲ 1.21%▲ 0.67%
▼ 4.22%▲ 2.34%▼ 0.47%
▲ 7.82%▲ 2.10%▲ 2.09%
▲ 5.38%▼ 0.89%▼ 1.30%
▲ 43.22%▲ 5.96%▲ 5.65%
▲ 3.34%▼ 1.56%▲ 0.57%
Recent Activity
Verizon
―
▼ 1.71%
2
Close
Feb 23, 2023
Amazon
9.86%
▲ 128.50%
3
Sell
Feb 21, 2023
Alphabet Class A
8.39%
▲ 103.25%
3
Sell
Feb 21, 2023
UnitedHealth
21.93%
▲ 3.97%
3
Sell
Feb 21, 2023
Microsoft
19.14%
▲ 67.95%
3
Sell
Feb 21, 2023
Apple
11.16%
▲ 68.32%
2
Sell
Feb 21, 2023
Schwab US Dividend Equity ETF
3.59%
▲ 14.53%
2
Sell
Feb 21, 2023
SPDR S&P 500 ETF Trust
25.92%
▲ 52.30%
1
Open
Feb 21, 2023