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hu1719 -5360 - New Portfolio

Joseph Castillo

hu1719 -5360
Individual Investor
Ranked #366,832 out of 743,457 TipRanks' Investors
Success Rate
42%
152 out of 363
profitable transactions
Average Return
0.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.52%
6-Month Return-
12-Month Return-
YTD Return▲ 0.62%
Total Return▲ 0.62%

Best Trade

Opened at
Closed at-
Gain▲ 49.69%

Bio

Medium Risk

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.33%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 0.16%
▼ 12.40%▼ 4.03%▼ 2.52%
▲ 11.46%▲ 5.06%▲ 2.39%
▼ 2.25%▲ 3.53%▲ 0.33%
▲ 0.26%▲ 0.21%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bristol-Myers Squibb
▼ 1.86%
11
Close
Jun 29, 2024
Albemarle
▼ 5.44%
3
Sell
Jun 29, 2024
Snowflake
1.5%
▼ 9.57%
15
Buy
Jun 28, 2024
Starbucks
1.13%
▼ 6.33%
17
Buy
Jun 28, 2024
Rio Tinto
1.26%
▼ 1.07%
10
Buy
Jun 28, 2024
Wells Fargo
2.4%
▲ 2.64%
6
Buy
Jun 28, 2024
Financial Select Sector SPDR Fund
2.37%
▼ 0.61%
2
Buy
Jun 28, 2024
Alphabet Class A
3.12%
▲ 7.97%
5
Buy
Jun 28, 2024
iShares Core S&P 500 ETF
3.79%
▲ 2.85%
4
Buy
Jun 28, 2024
iShares Semiconductor ETF
4.77%
▲ 8.69%
3
Buy
Jun 28, 2024
Meta Platforms
3.43%
▼ 1.67%
5
Buy
Jun 28, 2024
Energy Select Sector SPDR Fund
6.8%
▼ 2.11%
5
Buy
Jun 28, 2024
Intel
0.93%
▲ 0.06%
13
Sell
Jun 28, 2024
Lululemon Athletica
1.15%
▼ 1.40%
9
Buy
Jun 28, 2024
British American Tobacco
1.11%
▲ 2.39%
11
Buy
Jun 28, 2024
CVS Health
1.13%
▲ 0.87%
8
Buy
Jun 28, 2024
Roche Holding
1.19%
▲ 5.17%
8
Buy
Jun 28, 2024
Adobe
1.53%
▲ 9.41%
3
Buy
Jun 28, 2024
Molson Coors
0.57%
▼ 3.39%
4
Buy
Jun 28, 2024
Schlumberger
1.28%
▲ 5.65%
4
Buy
Jun 28, 2024