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New Portfolio Mar 2024 - New Portfolio

William Alarcon

New Portfolio Mar 2024
Individual Investor
Ranked #19,731 out of 830,534 TipRanks' Investors
Success Rate
86%
162 out of 189
profitable transactions
Average Return
24.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.81%
6-Month Return▲ 22.73%
12-Month Return▲ 25.07%
YTD Return▲ 27.34%
Total Return▲ 40.99%

Best Trade

Opened at
Closed at
Gain▲ 232.24%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.44%
▲ 0.19%
▼ 1.67%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.44%▲ 0.19%▼ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Gold Shares
3.92%
▲ 18.72%
7
Sell
Dec 01, 2025
Intel
▼ 0.01%
2
Close
Nov 26, 2025
Alibaba
0.93%
▲ 58.02%
4
Buy
Nov 11, 2025
SPDR Portfolio S&P 500 Growth ETF
18.2%
▲ 26.80%
31
Buy
Nov 11, 2025
PDD Holdings
1.55%
▲ 2.50%
5
Buy
Nov 11, 2025
Nu Holdings
0.56%
▲ 26.32%
3
Buy
Nov 11, 2025
Global X Lithium & Battery Tech ETF
▲ 26.47%
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
13.18%
▲ 29.30%
10
Buy
Aug 28, 2025
Alphabet Class A
2.96%
▲ 79.84%
5
Buy
Aug 28, 2025
TSMC
3.24%
▲ 60.06%
5
Buy
Aug 27, 2025
Invesco QQQ Trust
5.79%
▲ 21.13%
3
Buy
Aug 11, 2025
Advanced Micro Devices
1.24%
▲ 24.74%
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
0.6%
▲ 34.44%
3
Buy
Jul 15, 2025
Novo Nordisk
0.27%
▼ 34.81%
2
Buy
Jun 10, 2025
Meta Platforms
3.61%
▲ 15.67%
3
Buy
Jun 03, 2025
HEICO
▲ 25.12%
2
Close
Jun 02, 2025