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New Portfolio Mar 2024 - New Portfolio

William Alarcon

New Portfolio Mar 2024
Individual Investor
Ranked #15,116 out of 826,191 TipRanks' Investors
Success Rate
89%
162 out of 183
profitable transactions
Average Return
26.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.43%
6-Month Return▲ 32.48%
12-Month Return▲ 33.52%
YTD Return▲ 29.69%
Total Return▲ 43.59%

Best Trade

Opened at
Closed at
Gain▲ 232.24%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.63%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.82%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.46%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.17%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.44%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.81%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.63%
▲ 0.80%▼ 0.87%▲ 0.01%
▲ 11.63%▲ 6.28%▲ 8.82%
▲ 9.25%▲ 5.14%▲ 6.46%
▲ 7.60%▲ 2.30%▲ 3.46%
▲ 2.76%▲ 2.05%▲ 3.17%
▲ 12.88%▲ 3.56%▲ 6.44%
▲ 10.96%▲ 2.38%▲ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Gold Shares
2.41%
▲ 20.25%
4
Buy
Oct 24, 2025
Global X Lithium & Battery Tech ETF
▲ 26.47%
2
Close
Oct 23, 2025
SPDR Portfolio S&P 500 Growth ETF
17.93%
▲ 29.61%
30
Buy
Sep 24, 2025
Astera Labs, Inc.
▲ 223.28%
3
Close
Sep 23, 2025
CVS Health
▲ 0.01%
2
Close
Sep 10, 2025
Nvidia
14.73%
▲ 45.52%
10
Buy
Aug 28, 2025
Alphabet Class A
2.62%
▲ 60.59%
5
Buy
Aug 28, 2025
TSMC
3.36%
▲ 67.16%
5
Buy
Aug 27, 2025
Invesco QQQ Trust
5.86%
▲ 23.47%
3
Buy
Aug 11, 2025
PDD Holdings
1.51%
▲ 21.51%
4
Buy
Aug 11, 2025
Advanced Micro Devices
1.43%
▲ 45.38%
2
Buy
Aug 08, 2025
Vanguard Real Estate ETF
▲ 10.24%
2
Close
Jul 31, 2025
Textron
▲ 2.09%
2
Close
Jul 23, 2025
Alibaba
0.64%
▲ 92.94%
3
Buy
Jul 16, 2025
Bank of America
0.6%
▲ 34.97%
3
Buy
Jul 15, 2025
Novo Nordisk
0.28%
▼ 33.43%
2
Buy
Jun 10, 2025
Meta Platforms
3.63%
▲ 17.02%
3
Buy
Jun 03, 2025
HEICO
▲ 25.12%
2
Close
Jun 02, 2025
LPL Financial
1.41%
▲ 22.55%
2
Buy
May 28, 2025
APi Group
▲ 21.40%
3
Close
May 27, 2025