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New Portfolio Mar 2024 - New Portfolio

Felix Antonio Guzman Cruz

New Portfolio Mar 2024
Individual Investor
Ranked #260,318 out of 793,835 TipRanks' Investors
Success Rate
62%
13 out of 21
profitable transactions
Average Return
8.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.33%
6-Month Return▼ 3.33%
12-Month Return▲ 22.26%
YTD Return▼ 12.27%
Total Return▲ 22.43%

Best Trade

Opened at
Closed at-
Gain▲ 91.54%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.07%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.97%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 0.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.40%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 9.33%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.64%
▲ 2.93%▲ 2.10%▲ 3.28%
▲ 10.00%▼ 0.89%▲ 0.60%
▲ 26.01%▲ 5.96%▲ 14.07%
▲ 5.33%▼ 2.41%▼ 3.97%
▲ 5.89%▲ 2.69%▲ 0.16%
▼ 12.86%▼ 1.27%▼ 3.40%
▼ 1.65%▼ 6.20%▼ 9.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Royalty Pharma
5.26%
▲ 17.06%
1
Open
Nov 03, 2024
Tenaya Therapeutics
5.26%
▼ 73.36%
1
Open
Nov 03, 2024
Technology Select Sector SPDR Fund
5.26%
▲ 5.12%
1
Open
Aug 07, 2024
Financial Select Sector SPDR Fund
5.26%
▲ 19.81%
1
Open
Aug 07, 2024
Alphabet Class A
5.26%
▼ 2.55%
1
Open
Aug 07, 2024
Intel
5.26%
▲ 19.59%
1
Open
Aug 07, 2024
Spotify
5.26%
▲ 73.55%
1
Open
Aug 07, 2024
Axcelis Technologies
5.26%
▼ 51.59%
1
Open
Aug 07, 2024
Affirm Holdings
5.26%
▲ 91.54%
1
Open
Aug 07, 2024
Astera Labs, Inc.
5.26%
▲ 67.12%
1
Open
Aug 07, 2024
BGC Group
5.26%
▲ 4.62%
1
Open
Aug 07, 2024
ProShares UltraPro QQQ
▲ 20.51%
2
Close
Jun 30, 2024
Advanced Micro Devices
5.26%
▼ 34.54%
1
Open
Jun 30, 2024
SPDR S&P 500 ETF Trust
5.26%
▲ 2.86%
1
Open
Jun 30, 2024
Invesco QQQ Trust
5.26%
▼ 2.25%
1
Open
Jun 30, 2024
Chipotle
5.26%
▼ 19.25%
1
Open
Jun 30, 2024
Nvidia
5.26%
▼ 16.25%
1
Open
Jun 16, 2024
Adobe
5.26%
▼ 22.78%
1
Open
Mar 22, 2024
Evolve NASDAQ Technology Index Fund CAD Trust Units -Hedged-
▲ 2.77%
2
Close
Mar 21, 2024
Apple
5.26%
▲ 26.73%
1
Open
Mar 11, 2024