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New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #255,063 out of 859,217 TipRanks' Investors
Success Rate
59%
132 out of 223
profitable transactions
Average Return
13.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.10%
6-Month Return▲ 6.31%
12-Month Return▲ 28.34%
YTD Return▲ 2.06%
Total Return▲ 81.63%

Best Trade

Opened at
Closed at-
Gain▲ 307.33%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.12%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.83%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.20%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.74%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.25%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.71%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.91%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 4.23%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.12%
▲ 10.96%▲ 2.38%▲ 2.83%
▼ 3.68%▲ 0.19%▼ 0.20%
▼ 0.10%▲ 0.08%▲ 1.74%
▲ 4.06%▲ 1.47%▲ 2.25%
▼ 1.12%▼ 0.86%▲ 0.71%
▲ 0.60%▼ 4.94%▼ 4.91%
▲ 10.48%▲ 6.78%▲ 4.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
▼ 1.33%
7
Close
Dec 29, 2024
Vista Energy SAB de CV
▲ 76.55%
7
Close
Dec 29, 2024
AT&T
▲ 23.25%
4
Close
Dec 29, 2024
PepsiCo
▼ 5.33%
4
Close
Dec 29, 2024
Verizon
▲ 2.09%
4
Close
Dec 29, 2024
Chevron
▼ 2.16%
6
Close
Dec 29, 2024
Merck & Company
▼ 9.64%
4
Close
Dec 29, 2024
BP
▼ 1.23%
8
Close
Dec 29, 2024
UnitedHealth
▼ 0.17%
4
Close
Dec 29, 2024
Altria Group
▲ 18.25%
4
Close
Dec 29, 2024
Oracle
▲ 26.97%
4
Close
Dec 29, 2024
Berkshire Hathaway B
▲ 7.79%
6
Close
Dec 29, 2024
Diageo
▼ 3.66%
6
Close
Dec 29, 2024
Financial Select Sector SPDR Fund
▲ 15.50%
4
Close
Dec 29, 2024
Apple
▲ 18.05%
4
Close
Dec 29, 2024
Amazon
▲ 20.52%
6
Close
Dec 29, 2024
Alphabet Class A
▲ 24.13%
5
Close
Dec 29, 2024
JPMorgan Chase
▲ 17.89%
4
Close
Sep 02, 2024
International Business Machines
▲ 6.86%
4
Close
Sep 02, 2024
Barrick Mining
▲ 17.31%
5
Close
Sep 02, 2024