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New Portfolio - New Portfolio

PerformancePortfolio Details

Martin Rodriguez

New Portfolio
Individual Investor
Ranked #155,504 out of 747,498 TipRanks' Investors
Success Rate
55%
125 out of 226
profitable transactions
Average Return
14.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.43%
6-Month Return▲ 49.36%
12-Month Return▲ 58.42%
YTD Return▲ 36.53%
Total Return▲ 377.96%

Best Trade

AssetUnited Rentals (URI)
Opened at
Closed at-
Gain▲ 339.14%

Bio

Limitless

Performance

28.06%0-28.06%
▲ 5.14%
▲ 4.57%
▲ 5.37%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.20%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 21.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.50%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 14.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 12.61%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 28.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.37%
▼ 1.87%▲ 1.59%▼ 1.20%
▲ 14.08%▲ 5.22%▲ 21.60%
▲ 5.05%▲ 3.27%▲ 5.50%
▼ 12.40%▼ 4.03%▼ 14.70%
▲ 11.46%▲ 5.06%▲ 12.83%
▼ 2.25%▲ 3.53%▼ 12.61%
▲ 25.65%▲ 0.88%▲ 28.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ROKU
Roku
―
▼ 54.17%
3
Close
Jul 10, 2024
DIS
Walt Disney
―
▼ 37.71%
4
Close
May 29, 2024
LI
Li Auto
―
▲ 10.38%
3
Close
Apr 19, 2024
ICP-USD
Internet Computer
0.01%
▼ 43.37%
1
Open
Apr 01, 2024
HIMS
Hims & Hers Health
0.03%
▲ 22.76%
1
Open
Mar 26, 2024
TGT
Target
0.19%
▲ 29.15%
2
Sell
Mar 19, 2024
HD
Home Depot
0.47%
▲ 85.58%
2
Sell
Mar 19, 2024
BJ
Bj's Wholesale Club Holdings
0.12%
▲ 161.38%
2
Sell
Mar 19, 2024
BIDU
Baidu
―
▼ 17.59%
3
Close
Mar 19, 2024
SPOT
Spotify Technology SA
0.38%
▲ 107.01%
3
Sell
Mar 19, 2024
V
Visa
0.35%
▲ 46.74%
5
Sell
Mar 19, 2024
AX
Axos Financial
0.09%
▲ 22.59%
2
Sell
Mar 19, 2024
SKX
Skechers USA
0.08%
▲ 75.90%
2
Sell
Mar 19, 2024
LKNCY
Luckin Coffee
0.03%
▼ 12.04%
5
Sell
Mar 19, 2024
URI
United Rentals
0.96%
▲ 339.14%
2
Sell
Mar 19, 2024
CRWD
CrowdStrike Holdings
0.34%
▲ 37.84%
2
Sell
Mar 19, 2024
BROS
Dutch Bros Inc
―
▼ 55.79%
2
Close
Mar 19, 2024
COST
Costco
1.1%
▲ 119.78%
8
Sell
Mar 19, 2024
BURL
Burlington Stores
0.33%
▲ 7.31%
2
Sell
Mar 19, 2024
MA
Mastercard
0.58%
▲ 76.71%
8
Sell
Mar 19, 2024