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Cartera Julio 2022 - New Portfolio

CESAR ARRIOLA

Cartera Julio 2022
Individual Investor
Ranked #158,788 out of 799,340 TipRanks' Investors
Success Rate
63%
210 out of 332
profitable transactions
Average Return
6.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.32%
6-Month Return▼ 9.86%
12-Month Return▼ 3.98%
YTD Return▼ 5.13%
Total Return▲ 77.10%

Best Trade

Opened at
Closed at
Gain▲ 97.48%

Bio

I'm just trying to put together a profitable and diversified portfolio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 4.03%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.64%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.97%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 8.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.48%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.51%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 7.87%
Apr 2025
▲ 12.36%
▲ 5.96%
▲ 4.21%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 4.03%
▲ 25.97%▲ 5.96%▲ 9.64%
▲ 5.41%▼ 2.41%▼ 6.97%
▲ 6.02%▲ 2.69%▲ 8.36%
▼ 12.86%▼ 1.27%▼ 3.48%
▼ 1.80%▼ 5.57%▼ 5.51%
▲ 1.74%▼ 0.87%▼ 7.87%
▲ 12.36%▲ 5.96%▲ 4.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
7.1%
▲ 36.42%
3
Buy
Jan 18, 2025
Exxon Mobil
0.64%
▲ 9.19%
10
Open
Jan 14, 2025
Nike
5.15%
▼ 28.11%
19
Buy
Jan 14, 2025
Caterpillar
9.96%
▼ 4.14%
2
Buy
Jan 14, 2025
Berkshire Hathaway B
4.5%
▲ 9.23%
10
Open
Jan 06, 2025
PayPal Holdings
1.97%
▼ 4.13%
9
Open
Jan 06, 2025
Qualcomm
4.63%
▼ 6.39%
13
Buy
Jan 06, 2025
Johnson & Johnson
2.87%
▼ 1.72%
13
Open
Jan 06, 2025
Merck & Company
5.77%
▲ 19.23%
13
Open
Jan 06, 2025
Lam Research
7.44%
▲ 5.45%
10
Open
Jan 06, 2025
Alphabet Class A
8.12%
▲ 1.00%
9
Buy
Jan 06, 2025
UnitedHealth
6.79%
▼ 24.70%
8
Buy
Jan 06, 2025
Petroleo Brasileiro SA- Petrobras
6.44%
▼ 3.25%
11
Buy
Jan 06, 2025
Coinbase Global
▲ 60.25%
16
Close
Jan 06, 2025
Starbucks
▲ 8.27%
15
Close
Jan 06, 2025
Applied Materials
8.89%
▼ 1.53%
4
Buy
Jan 06, 2025
Meta Platforms
7.55%
▲ 4.03%
3
Open
Jan 06, 2025
Pfizer
▼ 1.70%
6
Close
Jan 06, 2025
Bitfarms
▼ 38.89%
2
Close
Jan 06, 2025
Riot Platforms
▲ 39.52%
3
Close
Jan 06, 2025