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New Portfolio Oct 2023 - New Portfolio

jcruz87004111@gmail.com

New Portfolio Oct 2023
Individual Investor
Ranked #126,846 out of 859,402 TipRanks' Investors
Success Rate
85%
22 out of 26
profitable transactions
Average Return
41.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.81%
6-Month Return▲ 4.25%
12-Month Return▲ 49.61%
YTD Return▼ 9.16%
Total Return▲ 121.20%

Best Trade

Opened at
Closed at-
Gain▲ 149.81%

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▼ 1.22%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 12.31%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 8.52%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.95%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 9.01%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 1.04%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 5.05%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.22%
▲ 10.96%▲ 2.38%▲ 12.31%
▼ 3.68%▲ 0.19%▼ 4.14%
▼ 0.10%▲ 0.08%▲ 8.52%
▲ 4.06%▲ 1.47%▼ 5.95%
▼ 1.12%▼ 0.86%▼ 9.01%
▲ 0.60%▼ 4.94%▲ 1.04%
▲ 13.18%▲ 7.89%▲ 5.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TotalEnergies
▲ 0.90%
2
Close
Aug 12, 2025
Ethereum
4.16%
▲ 33.32%
2
Buy
Mar 16, 2025
US Bancorp
0.03%
▲ 68.43%
2
Buy
Mar 16, 2025
Bitcoin
93.5%
▲ 63.45%
2
Buy
Dec 21, 2024
Apple
0.06%
▲ 29.05%
2
Buy
Dec 20, 2024
American Express
0.57%
▲ 71.27%
2
Buy
Dec 20, 2024
Goldman Sachs Group
0%
▲ 63.08%
1
Open
Dec 20, 2024
Amazon
0.41%
▲ 11.02%
1
Open
Dec 20, 2024
Nvidia
0%
▲ 47.30%
1
Open
Dec 20, 2024
Pioneer Natural
▲ 11.76%
2
Close
May 02, 2024
Schlumberger
0%
▼ 6.01%
1
Open
Oct 21, 2023
Invesco QQQ Trust
0%
▲ 82.75%
1
Open
Oct 21, 2023
Petrochina Company
0%
0.00%
1
Open
Oct 21, 2023
Occidental Petroleum
0%
▼ 5.23%
1
Open
Oct 21, 2023
Moody's
0%
▲ 48.00%
1
Open
Oct 21, 2023
Coca-Cola
0%
▲ 49.69%
1
Open
Oct 21, 2023
Kraft Heinz
0%
▼ 17.06%
1
Open
Oct 21, 2023
Chevron
0%
▲ 30.41%
1
Open
Oct 21, 2023
Conocophillips
0%
▲ 7.93%
1
Open
Oct 21, 2023
BP
0%
▲ 40.36%
1
Open
Oct 21, 2023