New Portfolio - New Portfolio

Alvin Rene Ortega

New Portfolio
Individual Investor
Ranked #65,490 out of 764,406 TipRanks' Investors
Success Rate
65%
107 out of 164
profitable transactions
Average Return
19.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.73%
6-Month Return▲ 26.29%
12-Month Return▲ 51.98%
YTD Return▲ 31.38%
Total Return▲ 58.95%

Best Trade

Opened at
Closed at-
Gain▲ 225.66%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▼ 0.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.81%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 16.66%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.36%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▼ 0.04%
▼ 12.40%▼ 4.03%▼ 10.35%
▲ 11.46%▲ 5.06%▲ 11.71%
▼ 2.25%▲ 3.53%▼ 3.81%
▲ 25.72%▲ 1.21%▲ 16.66%
▼ 4.21%▲ 2.34%▲ 0.16%
▲ 7.82%▲ 2.10%▲ 2.75%
▲ 6.02%▼ 0.89%▲ 4.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lufax Holding
0.14%
▲ 95.70%
3
Sell
Jul 16, 2024
Alibaba
0.85%
▲ 30.97%
4
Sell
Jul 16, 2024
ServiceNow
2.46%
▲ 40.02%
4
Sell
Jul 16, 2024
Coca-Cola Bottling Co Consolidated
0.99%
▲ 35.18%
2
Buy
Jul 16, 2024
Riot Platforms
0.25%
▼ 40.04%
4
Buy
Jul 16, 2024
Coinbase Global
1.27%
▼ 11.02%
2
Buy
Jul 16, 2024
IAC/InteractiveCorp.
0.09%
▼ 15.86%
2
Sell
Jul 16, 2024
Wix
0.29%
▲ 12.09%
3
Sell
Jul 16, 2024
Apogee Therapeutics, Inc.
0.14%
▼ 20.23%
3
Sell
Jul 16, 2024
Evolus
0.03%
▲ 31.08%
2
Sell
Jul 16, 2024
Enphase Energy
1.16%
▼ 29.33%
2
Sell
Jul 16, 2024
PDD Holdings
1.68%
▼ 21.51%
2
Sell
Jul 16, 2024
Lululemon Athletica
▼ 2.66%
2
Close
Jul 16, 2024
Cedar Fair
▲ 24.38%
2
Close
Jul 01, 2024
Six Flags
0.00%
1
Close
Jul 01, 2024
Rocket Lab USA
3.98%
▲ 117.92%
1
Open
Jun 19, 2024
SoundHound AI, Inc Class A
4.47%
▲ 120.46%
4
Buy
Jun 13, 2024
Sunnova Energy International
0.5%
▼ 18.94%
7
Buy
Jun 12, 2024
Bitfarms
0.65%
▼ 14.44%
1
Open
May 30, 2024
Viking Therapeutics
0%
▲ 17.42%
1
Open
May 30, 2024