tiprankstipranks

LadyDee - New Portfolio

Desiree Andrea Robledo

LadyDee
Individual Investor
Ranked #335,917 out of 781,348 TipRanks' Investors
Success Rate
64%
7 out of 11
profitable transactions
Average Return
11.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.40%
6-Month Return▲ 12.81%
12-Month Return-
YTD Return▲ 2.09%
Total Return▲ 12.78%

Best Trade

Opened at
Closed at-
Gain▲ 51.85%

Bio

The Diversity Fund

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.51%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.60%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.38%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.39%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.46%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.04%
Dec 2024
▲ 7.72%
▲ 2.90%
▲ 2.09%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▼ 2.51%
▼ 13.14%▲ 2.34%▼ 5.60%
▲ 2.93%▲ 2.10%▲ 6.38%
▲ 10.00%▼ 0.89%▼ 1.39%
▲ 26.04%▲ 5.96%▲ 14.46%
▲ 5.93%▼ 2.41%▼ 0.04%
▲ 7.72%▲ 2.90%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
13.44%
▼ 0.36%
2
Buy
Jan 19, 2025
C3ai
2.69%
▲ 16.97%
2
Buy
Jan 19, 2025
Alphabet Class C
20.02%
▲ 9.15%
2
Buy
Jan 19, 2025
International Business Machines
22.34%
▲ 21.78%
2
Buy
Jan 19, 2025
Microsoft
26.79%
▼ 2.89%
2
Buy
Jan 19, 2025
Nvidia
14.72%
▲ 14.01%
2
Buy
Jan 19, 2025
Amazon
0%
▲ 26.38%
1
Open
Jul 22, 2024
Baidu
0%
▼ 9.30%
1
Open
Jul 22, 2024
Dutch Bros Inc
0%
▲ 51.85%
1
Open
Jul 22, 2024
Salesforce
0%
▲ 28.99%
1
Open
Jul 22, 2024
Intel
0%
▼ 34.35%
1
Open
Jul 22, 2024