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New Portfolio - New Portfolio

Vic Mendez

New Portfolio
Individual Investor
Ranked #307,027 out of 746,803 TipRanks' Investors
Success Rate
51%
23 out of 45
profitable transactions
Average Return
10.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.30%
6-Month Return▲ 22.48%
12-Month Return▲ 22.86%
YTD Return▲ 17.51%
Total Return▲ 56.64%

Best Trade

Opened at
Closed at-
Gain▲ 279.23%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▼ 1.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 13.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.09%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 3.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.87%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 9.58%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▼ 1.24%
▼ 1.87%▲ 1.59%▼ 4.40%
▲ 14.08%▲ 5.22%▲ 13.12%
▲ 5.05%▲ 3.27%▼ 1.09%
▼ 12.40%▼ 4.03%▼ 2.12%
▲ 11.46%▲ 5.06%▼ 3.25%
▼ 2.25%▲ 3.53%▲ 5.87%
▲ 24.01%▲ 3.79%▲ 9.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
▲ 6.11%
2
Close
Feb 20, 2024
Shopify
12.5%
▼ 11.32%
1
Open
Feb 20, 2024
WisdomTree Cybersecurity Fund
12.5%
▼ 4.13%
1
Open
Feb 20, 2024
IonQ
12.5%
▼ 14.97%
1
Open
Feb 20, 2024
Procter & Gamble
▼ 2.35%
2
Close
Jan 17, 2024
Occidental Petroleum
12.5%
▲ 4.27%
4
Open
Jan 05, 2024
Target
▼ 11.27%
2
Close
Nov 14, 2023
Texas Roadhouse
▲ 11.22%
2
Close
Nov 13, 2023
Walgreens Boots Alliance
▼ 7.10%
4
Close
Oct 30, 2023
Schwab US Dividend Equity ETF
▼ 4.60%
6
Close
Oct 24, 2023
PayPal Holdings
12.5%
▲ 15.64%
1
Open
Oct 21, 2023
Energy Transfer
▲ 7.24%
4
Close
Oct 05, 2023
SPDR Portfolio S&P 500 ETF
▲ 1.03%
8
Close
Sep 07, 2023
iShares Core Dividend Growth ETF
▲ 1.30%
2
Close
Sep 04, 2023
Schwab U.S. Large-Cap Growth ETF
▼ 0.38%
2
Close
Aug 24, 2023
WisdomTree US Quality Dividend Growth Fund
▼ 0.48%
4
Close
Aug 22, 2023
Realty Income
▼ 1.96%
5
Close
Aug 21, 2023
Amazon
12.5%
▲ 26.49%
6
Open
Jul 27, 2023
Enterprise Products Partners
▲ 1.94%
4
Close
Jul 27, 2023
Palantir Technologies
12.5%
▲ 173.30%
3
Sell
Jul 21, 2023