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New Portfolio - New Portfolio

Alvin Rene Ortega

New Portfolio
Individual Investor
Ranked #89,494 out of 808,558 TipRanks' Investors
Success Rate
60%
194 out of 321
profitable transactions
Average Return
33.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.05%
6-Month Return▲ 23.98%
12-Month Return▲ 50.18%
YTD Return▲ 29.17%
Total Return▲ 152.98%

Best Trade

Opened at
Closed at-
Gain▲ 871.28%

Bio

Performance

16.94%0-16.94%
▲ 5.10%
▼ 2.41%
▲ 3.26%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 16.63%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.82%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 10.10%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.88%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 16.94%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 3.26%
▲ 6.03%▲ 2.69%▲ 6.49%
▼ 12.86%▼ 1.27%▼ 16.63%
▼ 1.80%▼ 5.57%▼ 2.82%
▲ 1.84%▼ 0.87%▲ 10.10%
▲ 12.20%▲ 6.28%▲ 9.88%
▲ 6.24%▲ 5.14%▲ 5.84%
▲ 13.92%▲ 0.69%▲ 16.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Symbotic
0%
0.00%
1
Open
Jul 16, 2025
Galaxy Digital
0%
0.00%
1
Open
Jul 16, 2025
Upstart Holdings
2.34%
▲ 2.28%
3
Buy
Jul 08, 2025
AstraZeneca
1.06%
▲ 0.50%
2
Buy
Jul 08, 2025
AppLovin
16.19%
▲ 3.08%
2
Buy
Jul 08, 2025
Amazon
1.35%
▲ 20.32%
8
Buy
Jul 07, 2025
IonQ
0.66%
▲ 134.22%
9
Buy
Jul 07, 2025
Lucid Group
0.02%
▼ 13.02%
6
Sell
Jul 07, 2025
Stellar
0.01%
▲ 6.38%
4
Sell
Jul 07, 2025
Solana
0.01%
▼ 32.49%
3
Sell
Jul 07, 2025
Wolfspeed
11.69%
▲ 28.16%
4
Buy
Jul 07, 2025
Regencell Bioscience
0.01%
▼ 25.27%
3
Sell
Jul 07, 2025
D-Wave Quantum
0.03%
▲ 0.71%
2
Sell
Jul 07, 2025
Best Buy Co
0.02%
▼ 6.24%
3
Sell
Jul 07, 2025
Dell Technologies
0.19%
▼ 0.96%
1
Open
Jul 07, 2025
Trade Desk
0.12%
▲ 10.29%
1
Open
Jul 07, 2025
Coinbase Global
0.85%
▲ 53.91%
6
Buy
Jul 06, 2025
Viking Holdings Ltd
0.01%
▲ 35.32%
3
Buy
Jul 06, 2025
Elastic
0.01%
▼ 22.05%
5
Sell
Jul 06, 2025
Datadog
0.11%
▼ 5.82%
5
Buy
Jul 06, 2025