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NYSE PORTFOLIO - New Portfolio

DENIS VARGAS - TRUJILLO /PERU

NYSE PORTFOLIO
Individual Investor
Ranked #146,781 out of 747,525 TipRanks' Investors
Success Rate
70%
23 out of 33
profitable transactions
Average Return
10.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.77%
6-Month Return▲ 8.49%
12-Month Return-
YTD Return▲ 6.89%
Total Return▲ 16.06%

Best Trade

Opened at
Closed at-
Gain▲ 42.51%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.78%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.57%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.68%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.55%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.78%
▼ 1.87%▲ 1.59%▼ 0.96%
▲ 14.08%▲ 5.22%▲ 2.61%
▲ 5.05%▲ 3.27%▲ 4.57%
▼ 12.40%▼ 4.03%▼ 2.24%
▲ 11.46%▲ 5.06%▲ 0.64%
▼ 2.25%▲ 3.53%▲ 0.68%
▲ 25.65%▲ 0.88%▲ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Baxter International
3.34%
▲ 0.65%
1
Open
May 15, 2024
CVS Health
4.9%
▼ 0.99%
2
Buy
May 05, 2024
Starbucks
5.87%
▼ 2.06%
2
Buy
May 05, 2024
Chevron
6.55%
▲ 5.71%
2
Buy
Apr 20, 2024
Amazon
4.52%
▲ 35.58%
3
Sell
Apr 14, 2024
Alphabet Class A
2.92%
▲ 30.90%
5
Sell
Apr 14, 2024
Tesla
▼ 21.80%
3
Close
Apr 14, 2024
Microsoft
▲ 29.11%
3
Close
Mar 25, 2024
Innovative Industrial Properties
▲ 26.68%
4
Close
Mar 25, 2024
Merck & Company
▲ 15.77%
2
Close
Feb 14, 2024
Sanofi
3.33%
▲ 13.89%
1
Open
Feb 14, 2024
Alibaba
▼ 24.86%
4
Close
Jan 22, 2024
Citigroup
▲ 29.38%
3
Close
Jan 22, 2024
MPLX
3.55%
▲ 22.47%
2
Buy
Jan 12, 2024
Bristol-Myers Squibb
2.63%
▼ 13.56%
1
Open
Jan 10, 2024
JPMorgan Chase & Co.
▲ 16.75%
2
Close
Jan 09, 2024
Adobe
▲ 12.35%
2
Close
Nov 18, 2023
VICI Properties
3.12%
▲ 10.57%
1
Open
Nov 18, 2023
Pfizer
▼ 5.46%
2
Close
Sep 30, 2023
AT&T
3.54%
▲ 35.10%
1
Open
Sep 22, 2023