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New Portfolio Oct 2023 - New Portfolio

jcruz87004111@gmail.com

New Portfolio Oct 2023
Individual Investor
Ranked #104,465 out of 815,638 TipRanks' Investors
Success Rate
81%
21 out of 26
profitable transactions
Average Return
44.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.83%
6-Month Return▲ 27.90%
12-Month Return▲ 31.08%
YTD Return▲ 20.91%
Total Return▲ 110.87%

Best Trade

Opened at
Closed at-
Gain▲ 273.00%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▼ 0.60%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.53%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.93%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.27%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.67%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 12.54%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 8.03%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 0.60%
▼ 12.86%▼ 1.27%▼ 4.90%
▼ 1.80%▼ 5.57%▲ 0.53%
▲ 1.84%▼ 0.87%▼ 4.93%
▲ 12.20%▲ 6.28%▲ 8.27%
▲ 6.24%▲ 5.14%▲ 1.67%
▲ 27.88%▲ 2.30%▲ 12.54%
▲ 6.52%▲ 2.30%▲ 8.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
5.29%
▲ 156.35%
2
Buy
Mar 16, 2025
US Bancorp
0.02%
▲ 43.57%
2
Buy
Mar 16, 2025
Bitcoin
93.19%
▲ 144.05%
2
Buy
Dec 21, 2024
Apple
0.04%
▲ 12.71%
2
Buy
Dec 20, 2024
American Express
0.38%
▲ 68.20%
2
Buy
Dec 20, 2024
Goldman Sachs Group
0%
▲ 33.75%
1
Open
Dec 20, 2024
Amazon
0.25%
▲ 1.87%
1
Open
Dec 20, 2024
Nvidia
0%
▲ 34.84%
1
Open
Dec 20, 2024
Pioneer Natural
▲ 11.76%
2
Close
May 02, 2024
TotalEnergies
0%
▲ 1.41%
1
Open
Oct 21, 2023
Schlumberger
0%
▼ 36.03%
1
Open
Oct 21, 2023
Invesco QQQ Trust
0%
▲ 63.04%
1
Open
Oct 21, 2023
Petrochina Company
0%
0.00%
1
Open
Oct 21, 2023
Occidental Petroleum
0%
▼ 23.12%
1
Open
Oct 21, 2023
Moody's
0%
▲ 67.65%
1
Open
Oct 21, 2023
Coca-Cola
0%
▲ 34.13%
1
Open
Oct 21, 2023
Kraft Heinz
0%
▼ 2.30%
1
Open
Oct 21, 2023
Chevron
0%
▲ 8.09%
1
Open
Oct 21, 2023
Conocophillips
0%
▼ 14.55%
1
Open
Oct 21, 2023
BP
0%
▲ 0.14%
1
Open
Oct 21, 2023