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New Portfolio Mar 2024 - New Portfolio

William Alarcon

New Portfolio Mar 2024
Individual Investor
Ranked #27,278 out of 858,885 TipRanks' Investors
Success Rate
83%
161 out of 193
profitable transactions
Average Return
24.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.75%
6-Month Return▲ 3.57%
12-Month Return▲ 41.09%
YTD Return▲ 0.42%
Total Return▲ 42.34%

Best Trade

Opened at
Closed at
Gain▲ 232.24%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.44%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.81%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.49%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.21%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.24%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.29%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.62%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.44%
▲ 10.96%▲ 2.38%▲ 3.81%
▼ 3.68%▲ 0.19%▼ 1.49%
▼ 0.10%▲ 0.08%▲ 0.21%
▲ 4.06%▲ 1.47%▲ 2.24%
▼ 1.12%▼ 0.86%▼ 2.29%
▲ 0.60%▼ 4.94%▼ 4.62%
▲ 4.89%▲ 4.48%▲ 5.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
3.5%
▲ 69.07%
6
Buy
Apr 02, 2026
SPDR Portfolio S&P 500 Growth ETF
17.88%
▲ 24.10%
32
Buy
Apr 02, 2026
Broadcom
0.68%
▲ 18.12%
1
Open
Apr 02, 2026
Applied Digital Corporation
0.05%
▼ 31.27%
1
Open
Jan 12, 2026
SPDR Gold Shares
4.3%
▲ 33.16%
7
Sell
Dec 01, 2025
Intel
▼ 0.01%
2
Close
Nov 26, 2025
Alibaba
0.7%
▲ 22.49%
4
Buy
Nov 11, 2025
PDD Holdings
1.29%
▼ 13.19%
5
Buy
Nov 11, 2025
Nu Holdings
0.47%
▲ 8.11%
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
13.54%
▲ 35.58%
10
Buy
Aug 28, 2025
TSMC
4.09%
▲ 107.08%
5
Buy
Aug 27, 2025
Invesco QQQ Trust
5.62%
▲ 20.24%
3
Buy
Aug 11, 2025
Advanced Micro Devices
1.35%
▲ 39.09%
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%
▲ 34.12%
3
Buy
Jul 15, 2025
Novo Nordisk
0.21%
▼ 48.18%
2
Buy
Jun 10, 2025