tiprankstipranks

New Portfolio - New Portfolio

velez113@gmail.com

New Portfolio
Individual Investor
Ranked #481,117 out of 743,457 TipRanks' Investors
Success Rate
42%
303 out of 730
profitable transactions
Average Return
-7.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.04%
6-Month Return▲ 5.04%
12-Month Return▼ 23.05%
YTD Return▲ 2.01%
Total Return▼ 59.23%

Best Trade

Opened at
Closed at-
Gain▲ 371.30%

Bio

Best picks for the next 6 months

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.09%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.02%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.17%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.84%
▼ 1.87%▲ 1.59%▼ 4.61%
▲ 14.08%▲ 5.22%▼ 0.98%
▲ 5.05%▲ 3.27%▲ 6.54%
▼ 12.40%▼ 4.03%▼ 2.50%
▲ 11.46%▲ 5.06%▲ 2.09%
▼ 2.25%▲ 3.53%▲ 2.02%
▲ 0.26%▲ 0.21%▼ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
3.86%
▲ 4.82%
15
Buy
Jul 02, 2024
Ares Capital
4.37%
▲ 22.37%
20
Sell
Jul 02, 2024
Nvidia
0%
▼ 5.50%
10
Sell
Jun 28, 2024
Red Cat Holdings
2.4%
▼ 3.07%
25
Buy
Jun 28, 2024
Orchid Island Capital
8.26%
▲ 3.50%
19
Buy
Jun 28, 2024
Petroleo Brasileiro SA- Petrobras
3.4%
▼ 2.15%
17
Buy
Jun 28, 2024
Eagle Point Credit Company
10.32%
▲ 14.34%
64
Buy
Jun 25, 2024
Rivian Automotive
0%
▼ 42.35%
16
Open
Jun 25, 2024
Volkswagen
0%
▼ 3.97%
29
Sell
Jun 24, 2024
Rolls-Royce
0%
▲ 36.80%
11
Sell
Jun 21, 2024
Sunoco
11.51%
▲ 41.57%
21
Buy
Jun 21, 2024
Energy Transfer
9.11%
▲ 22.70%
21
Buy
Jun 21, 2024
MPLX
8.76%
▲ 34.80%
11
Buy
Jun 21, 2024
AST SpaceMobile
10.99%
▲ 135.65%
16
Buy
Jun 21, 2024
Heliogen
0%
▼ 76.18%
29
Sell
Jun 17, 2024
Arcadium Lithium Plc
0%
▼ 32.45%
10
Sell
Jun 17, 2024
Tekla World Healthcare Fund
4.43%
▲ 0.56%
3
Open
Jun 17, 2024
Leonardo Drs
0%
▲ 15.68%
5
Sell
Jun 17, 2024
Main Street Capital
0%
▲ 54.59%
29
Open
Jun 06, 2024
Cronos Group
0%
▼ 19.13%
5
Sell
Jun 03, 2024