Ricardo - New Portfolio

Ricardo Costa

Ricardo
Individual Investor
Ranked #430,241 out of 757,311 TipRanks' Investors
Success Rate
50%
24 out of 48
profitable transactions
Average Return
-0.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.40%
6-Month Return▲ 1.74%
12-Month Return-
YTD Return▲ 7.56%
Total Return▲ 9.61%

Best Trade

Opened at
Closed at
Gain▲ 38.50%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.92%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.87%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.16%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 2.73%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.92%
▲ 5.05%▲ 3.27%▲ 5.66%
▼ 12.40%▼ 4.03%▼ 0.57%
▲ 11.46%▲ 5.06%▲ 0.87%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.76%▲ 1.21%▲ 4.16%
▼ 4.21%▲ 2.34%▼ 6.40%
▲ 2.65%▼ 0.40%▲ 2.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
1.81%
▲ 18.01%
1
Open
Sep 06, 2024
Microstrategy
0.78%
▲ 8.46%
1
Open
Sep 03, 2024
Microsoft
1.42%
▲ 3.67%
1
Open
Aug 22, 2024
Immersion
1.92%
▼ 11.58%
1
Open
Aug 20, 2024
The Lovesac Company
0.3%
▲ 16.33%
1
Open
Aug 14, 2024
e.l.f. Beauty
4.33%
▼ 28.71%
1
Open
Aug 09, 2024
Novo Nordisk
1.46%
▲ 6.33%
3
Open
Aug 07, 2024
Nu Holdings
▼ 9.49%
2
Close
Aug 06, 2024
CrowdStrike Holdings
▼ 10.48%
2
Close
Aug 06, 2024
Permian Resources
▼ 10.50%
2
Close
Aug 06, 2024
Amazon
▼ 12.16%
2
Close
Aug 06, 2024
Vertiv Holdings
1.99%
▲ 26.58%
1
Open
Aug 06, 2024
Amazon
4.1%
▲ 1.28%
1
Open
Aug 01, 2024
Tesla
▼ 2.47%
1
Open
Jul 29, 2024
American Express
▲ 38.50%
2
Close
Jul 28, 2024
Bank of America
▲ 26.23%
2
Close
Jul 28, 2024
Chevron
▲ 6.43%
2
Close
Jul 28, 2024
Kraft Heinz
▼ 4.35%
2
Close
Jul 28, 2024
Coca-Cola
▲ 17.84%
2
Close
Jul 28, 2024
Moody's
▲ 18.22%
2
Close
Jul 28, 2024