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New Portfolio May 2023 - New Portfolio

Sergio

New Portfolio May 2023
Individual Investor
Ranked #24,416 out of 770,014 TipRanks' Investors
Success Rate
90%
37 out of 41
profitable transactions
Average Return
51.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 22.78%
12-Month Return▲ 51.66%
YTD Return▲ 42.84%
Total Return▲ 85.80%

Best Trade

Opened at
Closed at-
Gain▲ 389.49%

Bio

Profolio Top

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.31%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.07%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.50%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.30%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 6.44%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.16%
▲ 11.46%▲ 5.06%▲ 4.54%
▼ 2.25%▲ 3.53%▲ 4.31%
▲ 25.72%▲ 1.21%▲ 2.68%
▼ 4.22%▲ 2.34%▲ 4.07%
▲ 7.82%▲ 2.10%▲ 3.50%
▲ 5.70%▼ 0.89%▲ 0.30%
▲ 31.73%▲ 4.73%▲ 6.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
3.08%
▲ 89.47%
4
Buy
Aug 14, 2024
Nvidia
7.42%
▲ 216.45%
4
Buy
Aug 14, 2024
Microsoft
3.83%
▲ 20.17%
4
Buy
Aug 14, 2024
Meta Platforms
5.14%
▲ 73.26%
4
Buy
Aug 14, 2024
McDonald's
2.67%
▲ 6.47%
4
Buy
Aug 14, 2024
Mastercard
4.76%
▲ 28.14%
4
Buy
Aug 14, 2024
Eli Lilly & Co
7.05%
▲ 29.34%
4
Buy
Aug 14, 2024
Home Depot
3.85%
▲ 44.25%
6
Buy
Aug 14, 2024
Salesforce
3.08%
▲ 54.93%
4
Buy
Aug 14, 2024
Caterpillar
3.66%
▲ 56.83%
4
Buy
Aug 14, 2024
Berkshire Hathaway B
4.29%
▲ 28.30%
4
Buy
Aug 14, 2024
Apple
4.23%
▲ 22.73%
4
Buy
Aug 14, 2024
Visa
2.82%
▲ 33.58%
4
Buy
Aug 14, 2024
Goldman Sachs Group
5.41%
▲ 67.05%
4
Buy
Aug 14, 2024
Coca-Cola
2.33%
▲ 3.01%
2
Buy
Aug 14, 2024
Novo Nordisk
1.92%
▲ 26.04%
3
Sell
Jun 13, 2023
Taiwan Semiconductor Manufacturing
3.32%
▲ 76.72%
1
Open
Jun 13, 2023
LVMH Moet Hennessy Louis Vuitton SE
▼ 8.34%
2
Close
May 25, 2023
Goldman Sachs Physical Gold ETF
▼ 0.97%
2
Close
May 15, 2023
United Homes Group
▲ 52.80%
2
Close
May 15, 2023