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Cartera Julio 2022 - New Portfolio

CESAR ARRIOLA

Cartera Julio 2022
Individual Investor
Ranked #149,964 out of 803,751 TipRanks' Investors
Success Rate
65%
214 out of 332
profitable transactions
Average Return
6.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.82%
6-Month Return▼ 8.41%
12-Month Return▲ 0.69%
YTD Return▼ 3.37%
Total Return▲ 80.38%

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%
▲ 25.97%
▲ 5.96%
▲ 9.64%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 6.97%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.48%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.51%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 7.85%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.77%
May 2025
▲ 2.29%
▲ 1.29%
▲ 4.26%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.64%
▲ 5.10%▼ 2.41%▼ 6.97%
▲ 6.03%▲ 2.69%▲ 8.36%
▼ 12.86%▼ 1.27%▼ 3.48%
▼ 1.80%▼ 5.57%▼ 5.51%
▲ 1.83%▼ 0.87%▼ 7.85%
▲ 12.21%▲ 6.28%▲ 1.77%
▲ 2.29%▲ 1.29%▲ 4.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
6.49%
▲ 26.64%
3
Buy
Jan 18, 2025
Exxon Mobil
0.65%
▲ 10.05%
10
Open
Jan 14, 2025
Nike
4.98%
▼ 28.87%
19
Buy
Jan 14, 2025
Caterpillar
10.01%
▼ 2.11%
2
Buy
Jan 14, 2025
Berkshire Hathaway B
4.29%
▲ 8.84%
10
Open
Jan 06, 2025
PayPal Holdings
1.89%
▼ 4.48%
9
Open
Jan 06, 2025
Qualcomm
4.62%
▼ 5.95%
13
Buy
Jan 06, 2025
Johnson & Johnson
3.04%
▼ 0.95%
13
Open
Jan 06, 2025
Merck & Company
6.32%
▲ 19.99%
13
Open
Jan 06, 2025
Lam Research
7.72%
▲ 6.19%
10
Open
Jan 06, 2025
Alphabet Class A
8.44%
▲ 4.19%
9
Buy
Jan 06, 2025
UnitedHealth
6.8%
▼ 23.86%
8
Buy
Jan 06, 2025
Petroleo Brasileiro SA- Petrobras
6.63%
▲ 2.11%
11
Buy
Jan 06, 2025
Coinbase Global
▲ 60.25%
16
Close
Jan 06, 2025
Starbucks
▲ 8.27%
15
Close
Jan 06, 2025
Applied Materials
8.58%
▼ 2.64%
4
Buy
Jan 06, 2025
Meta Platforms
7.7%
▲ 5.90%
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