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New Portfolio - New Portfolio

Alvin Rene Ortega

New Portfolio
Individual Investor
Ranked #44,447 out of 770,014 TipRanks' Investors
Success Rate
67%
109 out of 164
profitable transactions
Average Return
34.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.18%
6-Month Return▲ 32.13%
12-Month Return▲ 59.78%
YTD Return▲ 51.04%
Total Return▲ 82.72%

Best Trade

Opened at
Closed at-
Gain▲ 405.03%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 10.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.81%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 16.66%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.35%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 10.12%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.35%
▲ 11.46%▲ 5.06%▲ 11.71%
▼ 2.25%▲ 3.53%▼ 3.81%
▲ 25.72%▲ 1.21%▲ 16.66%
▼ 4.22%▲ 2.34%▲ 0.16%
▲ 7.82%▲ 2.10%▲ 2.75%
▲ 5.70%▼ 0.89%▲ 4.35%
▲ 31.73%▲ 4.73%▲ 10.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lufax Holding
0.11%
▲ 70.14%
3
Sell
Jul 16, 2024
Alibaba
0.66%
▲ 14.40%
4
Sell
Jul 16, 2024
ServiceNow
2.47%
▲ 57.99%
4
Sell
Jul 16, 2024
Coca-Cola Bottling Co Consolidated
1%
▲ 56.26%
2
Buy
Jul 16, 2024
Riot Platforms
0.27%
▼ 21.74%
4
Buy
Jul 16, 2024
Coinbase Global
1.9%
▲ 54.98%
2
Buy
Jul 16, 2024
IAC/InteractiveCorp.
0.07%
▼ 14.79%
2
Sell
Jul 16, 2024
Wix
0.34%
▲ 49.85%
3
Sell
Jul 16, 2024
Apogee Therapeutics, Inc.
0.1%
▼ 32.79%
3
Sell
Jul 16, 2024
Evolus
0.02%
▲ 1.77%
2
Sell
Jul 16, 2024
Enphase Energy
0.86%
▼ 38.80%
2
Sell
Jul 16, 2024
PDD Holdings
1.24%
▼ 34.46%
2
Sell
Jul 16, 2024
Lululemon Athletica
▼ 2.66%
2
Close
Jul 16, 2024
Cedar Fair
▲ 24.38%
2
Close
Jul 01, 2024
Six Flags
0.00%
1
Close
Jul 01, 2024
Rocket Lab USA
7.95%
▲ 390.02%
1
Open
Jun 19, 2024
SoundHound AI, Inc Class A
6.17%
▲ 251.95%
4
Buy
Jun 13, 2024
Sunnova Energy International
0.38%
▼ 26.07%
7
Buy
Jun 12, 2024
Bitfarms
0.62%
▼ 8.89%
1
Open
May 30, 2024
Viking Therapeutics
0%
▼ 15.85%
1
Open
May 30, 2024