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New Portfolio Jan 2024 - New Portfolio

William Gonzales

New Portfolio Jan 2024
Individual Investor
Ranked #421,358 out of 793,835 TipRanks' Investors
Success Rate
33%
7 out of 21
profitable transactions
Average Return
-4.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.32%
6-Month Return▼ 10.61%
12-Month Return▼ 1.36%
YTD Return▼ 14.89%
Total Return▲ 17.53%

Best Trade

Opened at
Closed at-
Gain▲ 67.91%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.37%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.57%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.89%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 0.57%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 1.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.77%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 9.32%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.37%
▲ 2.93%▲ 2.10%▲ 1.57%
▲ 10.00%▼ 0.89%▼ 3.02%
▲ 26.01%▲ 5.96%▲ 7.89%
▲ 5.33%▼ 2.41%▲ 0.57%
▲ 5.89%▲ 2.69%▼ 1.44%
▼ 12.86%▼ 1.27%▼ 4.77%
▲ 3.73%▼ 4.27%▼ 9.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
5%
▲ 67.91%
1
Open
Nov 05, 2024
Astera Labs, Inc.
5%
▼ 36.63%
1
Open
Nov 05, 2024
Strategy
5%
▲ 13.34%
1
Open
Oct 27, 2024
Vertiv Holdings
5%
▼ 7.28%
1
Open
Aug 14, 2024
Apple
5%
▲ 2.05%
1
Open
Jun 13, 2024
S&P SmallCap Index Fund Class S
▼ 0.04%
2
Close
Jun 10, 2024
Marvell
5%
▼ 10.50%
1
Open
Jun 10, 2024
Golden Matrix Group
5%
▼ 50.00%
1
Open
Jun 05, 2024
Teradyne
5%
▼ 29.74%
1
Open
Apr 29, 2024
Nvidia
5%
▲ 38.42%
1
Open
Feb 23, 2024
Sound Energy
5%
▼ 4.32%
1
Open
Feb 23, 2024
Super Micro Computer
5%
▼ 60.16%
1
Open
Feb 23, 2024
NXP Semiconductors
5%
▼ 9.74%
1
Open
Jan 26, 2024
Applied Materials
5%
▼ 12.94%
1
Open
Jan 22, 2024
Advanced Micro Devices
5%
▼ 38.63%
1
Open
Jan 22, 2024
Meta Platforms
5%
▲ 51.78%
1
Open
Jan 22, 2024
Micron
5%
▼ 0.47%
1
Open
Jan 22, 2024
ON Semiconductor
5%
▼ 45.55%
1
Open
Jan 22, 2024
Monolithic Power
5%
▼ 8.45%
1
Open
Jan 22, 2024
Alphabet Class A
5%
▲ 6.22%
1
Open
Jan 22, 2024