New Portfolio Mar 2024 - New Portfolio

Felix Antonio Guzman Cruz

New Portfolio Mar 2024
Individual Investor
Ranked #142,409 out of 766,026 TipRanks' Investors
Success Rate
76%
16 out of 21
profitable transactions
Average Return
26.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.35%
6-Month Return▲ 42.83%
12-Month Return-
YTD Return▲ 41.86%
Total Return▲ 41.86%

Best Trade

Opened at
Closed at-
Gain▲ 173.03%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 14.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.63%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.28%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.89%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 9.94%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.44%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▲ 14.74%
▲ 25.72%▲ 1.21%▲ 0.63%
▼ 4.22%▲ 2.34%▲ 4.64%
▲ 7.82%▲ 2.10%▲ 3.28%
▲ 6.02%▼ 0.89%▲ 1.89%
▲ 5.59%▲ 5.20%▲ 9.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Royalty Pharma
5.26%
▼ 3.64%
1
Open
Nov 03, 2024
Tenaya Therapeutics
5.26%
▲ 14.52%
1
Open
Nov 03, 2024
Technology Select Sector SPDR Fund
5.26%
▲ 20.39%
1
Open
Aug 07, 2024
Financial Select Sector SPDR Fund
5.26%
▲ 18.82%
1
Open
Aug 07, 2024
Alphabet Class A
5.26%
▲ 12.36%
1
Open
Aug 07, 2024
Intel
5.26%
▲ 37.97%
1
Open
Aug 07, 2024
Spotify Technology SA
5.26%
▲ 23.92%
1
Open
Aug 07, 2024
Axcelis Technologies
5.26%
▼ 17.14%
1
Open
Aug 07, 2024
Affirm Holdings
5.26%
▲ 92.70%
1
Open
Aug 07, 2024
Astera Labs, Inc.
5.26%
▲ 173.03%
1
Open
Aug 07, 2024
BGC Group
5.26%
▲ 30.18%
1
Open
Aug 07, 2024
ProShares UltraPro QQQ
▲ 20.51%
2
Close
Jun 30, 2024
Advanced Micro Devices
5.26%
▼ 6.18%
1
Open
Jun 30, 2024
SPDR S&P 500 ETF Trust
5.26%
▲ 10.03%
1
Open
Jun 30, 2024
Invesco QQQ Trust
5.26%
▲ 6.84%
1
Open
Jun 30, 2024
Chipotle
5.26%
▼ 4.85%
1
Open
Jun 30, 2024
Nvidia
5.26%
▲ 12.72%
1
Open
Jun 16, 2024
Adobe
5.26%
▼ 0.97%
1
Open
Mar 22, 2024
Evolve NASDAQ Technology Index Fund CAD Trust Units -Hedged-
▲ 2.77%
2
Close
Mar 21, 2024
Apple
5.26%
▲ 31.86%
1
Open
Mar 11, 2024