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New Portfolio - New Portfolio

JUAN

New Portfolio
Individual Investor
Ranked #290,064 out of 793,549 TipRanks' Investors
Success Rate
48%
21 out of 44
profitable transactions
Average Return
19.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.65%
6-Month Return▼ 1.71%
12-Month Return▲ 0.85%
YTD Return▼ 4.97%
Total Return▲ 120.34%

Best Trade

Opened at
Closed at
Gain▲ 350.09%

Bio

INVESTMENT PORTFOLIO

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 5.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.12%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.80%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.55%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.55%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 6.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.35%
Feb 2025
▲ 8.05%
▼ 2.86%
▼ 3.89%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 5.93%
▲ 2.93%▲ 2.10%▲ 0.12%
▲ 10.00%▼ 0.89%▼ 2.80%
▲ 26.01%▲ 5.96%▲ 10.55%
▲ 5.34%▼ 2.41%▼ 3.55%
▲ 5.88%▲ 2.69%▲ 6.72%
▼ 12.86%▼ 1.27%▼ 7.35%
▲ 8.05%▼ 2.86%▼ 3.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
West Pharmaceutical Services
▼ 29.08%
2
Close
Nov 11, 2024
Gilead Sciences
▲ 49.06%
2
Close
Nov 11, 2024
Thermo Fisher
▼ 15.98%
2
Close
Nov 11, 2024
Cigna
▲ 55.91%
2
Close
Nov 11, 2024
Inspire Medical Systems
▼ 11.89%
2
Close
Nov 11, 2024
AstraZeneca
▲ 18.48%
2
Close
Nov 11, 2024
Scotts Miracle-Gro Company
▼ 47.53%
2
Close
Nov 11, 2024
Kirby
▲ 118.02%
2
Close
Nov 11, 2024
General Motors
▲ 3.12%
2
Close
Nov 11, 2024
Jazz Pharmaceuticals
▼ 2.57%
2
Close
Nov 11, 2024
Cytokinetics
▲ 28.72%
2
Close
Nov 11, 2024
Olin
▼ 21.02%
2
Close
Nov 11, 2024
Johnson & Johnson
▼ 1.51%
2
Close
Nov 11, 2024
IQVIA Holdings
▼ 22.67%
2
Close
Nov 11, 2024
Elevance Health
▼ 5.33%
2
Close
Nov 11, 2024
Penumbra
▼ 12.44%
2
Close
Nov 11, 2024
Wheaton Precious Metals
▲ 49.06%
2
Close
Nov 11, 2024
Edwards Lifesciences
▼ 48.43%
2
Close
Nov 11, 2024
Altria Group
▲ 43.11%
2
Close
Nov 11, 2024
Labcorp Holdings
▼ 4.53%
2
Close
Nov 11, 2024