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New Portfolio Feb 2023 - New Portfolio
albert alonzo
New Portfolio Feb 2023Individual Investor
Ranked #67,168 out of 755,539 TipRanks' Investors
Success Rate
11 out of 12
profitable transactions
profitable transactions
Average Return
43.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.04%
6-Month Return▲ 10.85%
12-Month Return▲ 22.74%
YTD Return▲ 12.95%
Total Return▲ 48.48%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.86%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.41%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.67%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.47%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 3.55%
Sep 2024
▲ 14.08%▲ 5.22%▲ 2.86%
▲ 5.05%▲ 3.27%▲ 2.71%
▼ 12.40%▼ 4.03%▼ 1.60%
▲ 11.46%▲ 5.06%▲ 4.78%
▼ 2.25%▲ 3.53%▲ 6.41%
▲ 25.76%▲ 1.21%▲ 0.67%
▼ 4.21%▲ 2.34%▼ 0.47%
▼ 12.37%▼ 4.14%▼ 3.55%
Recent Activity
Verizon
―
▼ 1.71%
2
Close
Feb 23, 2023
Amazon
7.92%
▲ 74.12%
3
Sell
Feb 21, 2023
Alphabet Class A
6.97%
▲ 59.86%
3
Sell
Feb 21, 2023
UnitedHealth
27.58%
▲ 22.65%
3
Sell
Feb 21, 2023
Microsoft
18.56%
▲ 54.21%
3
Sell
Feb 21, 2023
Apple
10.2%
▲ 45.89%
2
Sell
Feb 21, 2023
Schwab US Dividend Equity ETF
3.79%
▲ 12.64%
2
Sell
Feb 21, 2023
SPDR S&P 500 ETF Trust
24.97%
▲ 38.33%
1
Open
Feb 21, 2023