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Active Management Strategy Portfolio - New Portfolio
Adam Gonzalez
Active Management Strategy PortfolioIndividual Investor
Ranked #27,142 out of 781,066 TipRanks' Investors
Success Rate
47 out of 68
profitable transactions
profitable transactions
Average Return
64.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.97%
6-Month Return▲ 25.23%
12-Month Return▲ 19.85%
YTD Return▲ 6.04%
Total Return▲ 45.99%
Best Trade
Bio
Actively managed portfolio with the goal to outperform the S&P YoY RoR. High Sharpe Ratio, aggressive strategy with investment horizons of 6-12 months.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.04%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.20%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.99%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.94%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.28%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.78%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 6.04%
Jan 2025
▲ 9.79%▲ 3.53%▼ 4.04%
▲ 8.13%▲ 1.21%▲ 2.20%
▼ 13.14%▲ 2.34%▼ 0.99%
▲ 2.93%▲ 2.10%▲ 5.94%
▲ 10.00%▼ 0.89%▲ 1.28%
▲ 26.04%▲ 5.96%▲ 14.30%
▲ 5.93%▼ 2.41%▼ 0.78%
▲ 9.79%▲ 0.95%▲ 6.04%
Recent Activity
Micron
2.78%
▼ 2.20%
3
Buy
Dec 20, 2024
Zillow Group Class C
―
▲ 17.03%
5
Close
Nov 07, 2024
Core Scientific Inc
3.95%
▲ 5.63%
1
Open
Oct 26, 2024
Financial Select Sector SPDR Fund
2.65%
▲ 36.02%
2
Sell
Jul 31, 2024
Nvidia
5.44%
▲ 16.61%
2
Sell
Jul 31, 2024
Dell Technologies
2.17%
▼ 12.05%
2
Buy
Jul 31, 2024
Airbnb
―
▲ 0.78%
2
Close
Jul 02, 2024
Checkpoint Therapeutics
―
▼ 83.56%
5
Close
Jul 02, 2024
Walgreens Boots Alliance
1.81%
▲ 14.16%
1
Open
Jul 02, 2024
Walt Disney
―
▼ 44.51%
2
Close
Jun 24, 2024
Desktop Metal
―
▼ 94.48%
3
Close
Jun 24, 2024
Palantir Technologies
9.45%
▲ 207.50%
2
Sell
Jun 24, 2024
Arcimoto Inc
―
▼ 99.95%
2
Close
Jun 24, 2024
Fisker
―
▼ 99.87%
4
Close
Jun 24, 2024
C3ai
5.06%
▲ 15.23%
1
Open
Jun 24, 2024
TSMC
5.57%
▲ 26.72%
1
Open
Jun 24, 2024
Broadcom
9.38%
▲ 50.02%
1
Open
Jun 24, 2024
Exxon Mobil
4.44%
▲ 61.54%
1
Open
Feb 22, 2022
United States Oil Fund LP
2.17%
▲ 25.91%
1
Open
Feb 22, 2022
United Airlines Holdings
2.83%
▲ 130.88%
1
Open
Aug 31, 2021