New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #190,424 out of 757,311 TipRanks' Investors
Success Rate
58%
129 out of 223
profitable transactions
Average Return
6.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.27%
6-Month Return▲ 11.57%
12-Month Return▲ 30.26%
YTD Return▲ 21.60%
Total Return▲ 47.62%

Best Trade

Opened at
Closed at
Gain▲ 139.70%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.08%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.00%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.97%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.43%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.68%
▲ 5.05%▲ 3.27%▲ 4.29%
▼ 12.40%▼ 4.03%▼ 2.93%
▲ 11.46%▲ 5.06%▲ 4.67%
▼ 2.25%▲ 3.53%▲ 1.08%
▲ 25.76%▲ 1.21%▲ 4.00%
▼ 4.21%▲ 2.34%▲ 3.97%
▲ 2.65%▼ 0.40%▼ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Chase & Co.
▲ 17.89%
4
Close
Sep 02, 2024
International Business Machines
▲ 6.34%
4
Close
Sep 02, 2024
Barrick Gold
▲ 17.31%
5
Close
Sep 02, 2024
Diageo
0%
▼ 2.07%
5
Open
Sep 02, 2024
Amazon
0%
▲ 14.01%
5
Open
Sep 02, 2024
The Hershey Company
▲ 3.40%
2
Close
Sep 02, 2024
Embraer SA
▲ 90.21%
2
Close
Sep 02, 2024
Bristol-Myers Squibb
0%
▲ 2.17%
3
Open
Sep 02, 2024
Home Depot
▲ 5.29%
2
Close
Sep 02, 2024
GE Aerospace
▲ 67.43%
2
Close
Sep 02, 2024
Intel
▼ 53.68%
2
Close
Sep 02, 2024
CVS Health
▼ 22.17%
2
Close
Sep 02, 2024
Cognizant
▲ 2.08%
2
Close
Sep 02, 2024
Honeywell International
▲ 4.12%
2
Close
Sep 02, 2024
American Express
0%
▲ 1.36%
1
Open
Sep 02, 2024
Citigroup
0%
▼ 4.37%
1
Open
Sep 02, 2024
SPDR Dow Jones Industrial Average ETF Trust
0%
▼ 0.01%
1
Open
Sep 02, 2024
Bank of America
▲ 14.21%
6
Close
Mar 22, 2024
Broadcom
▲ 6.08%
4
Close
Mar 22, 2024
AbbVie
▼ 0.58%
4
Close
Mar 22, 2024