New Portfolio - New Portfolio

Alvin Rene Ortega

New Portfolio
Individual Investor
Ranked #59,857 out of 766,001 TipRanks' Investors
Success Rate
64%
105 out of 164
profitable transactions
Average Return
30.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.12%
6-Month Return▲ 29.50%
12-Month Return▲ 65.77%
YTD Return▲ 46.25%
Total Return▲ 76.94%

Best Trade

Opened at
Closed at-
Gain▲ 352.83%

Bio

Performance

25.72%0-25.72%
▼ 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
▼ 4.21%
▲ 2.34%
▲ 0.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.36%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 6.62%
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%
▼ 4.21%▲ 2.34%▲ 0.16%
▲ 7.82%▲ 2.10%▲ 2.75%
▲ 6.02%▼ 0.89%▲ 4.36%
▲ 6.70%▲ 4.74%▲ 6.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lufax Holding
0.12%
▲ 89.13%
3
Sell
Jul 16, 2024
Alibaba
0.76%
▲ 25.91%
4
Sell
Jul 16, 2024
ServiceNow
2.43%
▲ 51.29%
4
Sell
Jul 16, 2024
Coca-Cola Bottling Co Consolidated
0.98%
▲ 47.24%
2
Buy
Jul 16, 2024
Riot Platforms
0.31%
▼ 16.87%
4
Buy
Jul 16, 2024
Coinbase Global
1.74%
▲ 34.39%
2
Buy
Jul 16, 2024
IAC/InteractiveCorp.
0.09%
▼ 6.19%
2
Sell
Jul 16, 2024
Wix
0.28%
▲ 15.70%
3
Sell
Jul 16, 2024
Apogee Therapeutics, Inc.
0.15%
▼ 6.32%
3
Sell
Jul 16, 2024
Evolus
0.02%
▲ 9.88%
2
Sell
Jul 16, 2024
Enphase Energy
0.86%
▼ 43.06%
2
Sell
Jul 16, 2024
PDD Holdings
1.52%
▼ 23.32%
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
4.34%
▲ 175.15%
1
Open
Jun 19, 2024
SoundHound AI, Inc Class A
5.79%
▲ 215.57%
4
Buy
Jun 13, 2024
Sunnova Energy International
0.25%
▼ 47.57%
7
Buy
Jun 12, 2024
Bitfarms
0.72%
▼ 0.44%
1
Open
May 30, 2024
Viking Therapeutics
0%
▲ 10.84%
1
Open
May 30, 2024