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hu1719 -5360 - New Portfolio

PerformancePortfolio Details

Joseph Castillo

hu1719 -5360
Individual Investor
Ranked #404,148 out of 757,311 TipRanks' Investors
Success Rate
45%
257 out of 567
profitable transactions
Average Return
-1.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.23%
6-Month Return-
12-Month Return-
YTD Return▲ 1.00%
Total Return▲ 1.00%

Best Trade

AssetiShares Sem... (SOXX)
Opened at
Closed at-
Gain▲ 112.50%

Bio

Medium Risk

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
―
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.33%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.80%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.34%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.73%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%▲ 0.17%
▼ 12.40%▼ 4.03%▼ 2.53%
▲ 11.46%▲ 5.06%▲ 2.39%
▼ 2.25%▲ 3.53%▲ 0.33%
▲ 25.76%▲ 1.21%▲ 2.80%
▼ 4.21%▲ 2.34%▼ 1.34%
▲ 1.03%▼ 0.11%▼ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MU
Micron
―
▼ 2.07%
7
Close
Sep 19, 2024
SBUX
Starbucks
―
▼ 8.43%
24
Close
Sep 18, 2024
AAPL
Apple
2.96%
▲ 10.85%
9
Buy
Sep 18, 2024
INTC
Intel
0.52%
▼ 19.67%
27
Buy
Sep 18, 2024
ADBE
Adobe
―
▼ 1.50%
6
Close
Sep 18, 2024
EL
The Estée Lauder Companies
―
▼ 0.70%
7
Close
Sep 18, 2024
F
Ford Motor
1.03%
▼ 8.87%
7
Buy
Sep 18, 2024
WYNN
Wynn Resorts
0.7%
▲ 2.65%
10
Sell
Sep 18, 2024
ZD
Ziff Davis, Inc.
1.68%
▲ 9.22%
11
Buy
Sep 18, 2024
DVN
Devon Energy
0.37%
▼ 1.38%
5
Buy
Sep 18, 2024
JBL
Jabil
0.39%
▲ 2.97%
5
Buy
Sep 18, 2024
OXY
Occidental Petroleum
0.37%
▲ 1.31%
5
Buy
Sep 18, 2024
STM
STMicroelectronics
0.35%
▼ 3.21%
5
Buy
Sep 18, 2024
HAL
Halliburton
0.56%
▲ 3.53%
5
Buy
Sep 18, 2024
PSX
Phillips 66
0.4%
0.00%
1
Buy
Sep 18, 2024
KO
Coca-Cola
1.67%
▲ 12.82%
6
Sell
Sep 17, 2024
T
AT&T
1.38%
▲ 22.55%
6
Sell
Sep 17, 2024
XLF
Financial Select Sector SPDR Fund
3.59%
▼ 3.90%
7
Buy
Sep 17, 2024
TSM
Taiwan Semiconductor Manufacturing
2.69%
▼ 9.40%
8
Sell
Sep 17, 2024
MPC
Marathon Petroleum
0.66%
▼ 0.37%
10
Buy
Sep 17, 2024