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New Portfolio Mar 2024 - New Portfolio

William Alarcon

New Portfolio Mar 2024
Individual Investor
Ranked #22,122 out of 849,026 TipRanks' Investors
Success Rate
86%
164 out of 190
profitable transactions
Average Return
26.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.92%
6-Month Return▲ 15.91%
12-Month Return▲ 26.99%
YTD Return▲ 1.83%
Total Return▲ 44.35%

Best Trade

Opened at
Closed at
Gain▲ 232.24%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 1.49%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.21%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 1.83%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 1.49%
▼ 0.10%▲ 0.08%▲ 0.21%
▲ 2.78%▲ 1.51%▲ 1.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Applied Digital Corporation
0.06%
▼ 7.83%
1
Open
Jan 12, 2026
SPDR Gold Shares
4.17%
▲ 28.95%
7
Sell
Dec 01, 2025
Intel
▼ 0.01%
2
Close
Nov 26, 2025
Alibaba
0.94%
▲ 64.44%
4
Buy
Nov 11, 2025
SPDR Portfolio S&P 500 Growth ETF
17.95%
▲ 27.80%
31
Buy
Nov 11, 2025
PDD Holdings
1.38%
▼ 6.87%
5
Buy
Nov 11, 2025
Nu Holdings
0.52%
▲ 20.03%
3
Buy
Nov 11, 2025
Global X Lithium & Battery Tech ETF
▲ 26.46%
2
Close
Oct 23, 2025
Astera Labs, Inc.
▲ 223.28%
3
Close
Sep 23, 2025
CVS Health
▲ 0.01%
2
Close
Sep 10, 2025
Nvidia
13.42%
▲ 34.43%
10
Buy
Aug 28, 2025
Alphabet Class A
3.06%
▲ 90.18%
5
Buy
Aug 28, 2025
TSMC
3.77%
▲ 90.48%
5
Buy
Aug 27, 2025
Invesco QQQ Trust
5.72%
▲ 22.20%
3
Buy
Aug 11, 2025
Advanced Micro Devices
1.26%
▲ 29.37%
2
Buy
Aug 08, 2025
Vanguard Real Estate ETF
▲ 10.24%
2
Close
Jul 31, 2025
Textron
▲ 2.09%
2
Close
Jul 23, 2025
Bank of America
0.58%
▲ 33.49%
3
Buy
Jul 15, 2025
Novo Nordisk
0.32%
▼ 23.12%
2
Buy
Jun 10, 2025
Meta Platforms
3.43%
▲ 12.14%
3
Buy
Jun 03, 2025