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Cartera - New Portfolio

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Cartera
Individual Investor
Ranked #215,615 out of 747,498 TipRanks' Investors
Success Rate
52%
34 out of 66
profitable transactions
Average Return
15.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.97%
6-Month Return▲ 13.39%
12-Month Return▼ 21.18%
YTD Return▼ 2.03%
Total Return▲ 8.29%

Best Trade

Opened at
Closed at
Gain▲ 289.62%

Bio

Mainly US stocks. Entries and exits based on technical analysis

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 19.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 15.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 7.44%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.23%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 21.67%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.01%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 19.46%
▼ 1.87%▲ 1.59%▼ 15.02%
▲ 14.08%▲ 5.22%▼ 7.44%
▲ 5.05%▲ 3.27%▲ 8.14%
▼ 12.40%▼ 4.03%▼ 5.23%
▲ 11.46%▲ 5.06%▲ 21.67%
▼ 2.25%▲ 3.53%▼ 4.01%
▲ 25.65%▲ 0.88%▲ 4.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Atossa Therapeutics
11.77%
▲ 35.04%
7
Buy
Jun 17, 2024
Castor Maritime
48.05%
▼ 2.67%
2
Buy
Jun 17, 2024
Clearfield
▼ 18.43%
2
Close
Jun 17, 2024
Solaria Energia y Medio Ambiente
▼ 11.07%
2
Close
Jun 17, 2024
Aptiv
0%
▼ 2.93%
1
Open
Jun 17, 2024
Axcelis Technologies
0%
▼ 7.29%
1
Open
Jun 17, 2024
Mullen Automotive
▼ 95.05%
2
Close
Feb 29, 2024
Ferroglobe
0%
▲ 27.40%
1
Open
Feb 29, 2024
Gray Television
0%
▼ 32.35%
1
Open
Aug 13, 2023
Shopify
▲ 84.93%
5
Close
Jul 16, 2023
Upstart Holdings
▲ 217.68%
3
Close
Jul 16, 2023
Catalyst Pharma
39.92%
▲ 25.76%
1
Open
Jul 16, 2023
Immersion
▼ 7.85%
2
Close
Jun 05, 2023
BlackBerry
▲ 20.39%
9
Close
Oct 10, 2022
Romeo Power
▼ 92.36%
2
Close
Oct 10, 2022
XPeng, Inc. ADR
▲ 48.99%
3
Close
Nov 01, 2021
Sumo Logic
▼ 8.14%
3
Close
Nov 01, 2021
Sunrun
▲ 30.03%
2
Close
Nov 01, 2021
New Oriental Education Tech
▼ 16.42%
3
Close
Jun 08, 2021
AYRO
▼ 34.10%
2
Close
May 31, 2021