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Joseph Pena Apr 2024 - New Portfolio

A42BCF82

Joseph Pena Apr 2024
Individual Investor
Ranked #283,504 out of 858,971 TipRanks' Investors
Success Rate
79%
11 out of 14
profitable transactions
Average Return
19.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.14%
6-Month Return▼ 0.56%
12-Month Return▲ 27.33%
YTD Return▼ 10.96%
Total Return▲ 43.50%

Best Trade

Opened at
Closed at-
Gain▲ 51.78%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.73%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.50%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.35%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 6.14%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.09%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.51%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.44%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.82%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.73%
▲ 10.96%▲ 2.38%▲ 9.50%
▼ 3.68%▲ 0.19%▼ 1.35%
▼ 0.10%▲ 0.08%▲ 6.14%
▲ 4.06%▲ 1.47%▼ 5.09%
▼ 1.12%▼ 0.86%▼ 5.51%
▲ 0.60%▼ 4.94%▼ 3.44%
▲ 7.53%▲ 5.50%▲ 2.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
0%
▲ 32.62%
1
Open
Sep 05, 2024
Apple
0%
▲ 18.14%
1
Open
Sep 04, 2024
Morgan Stanley Direct Lending Fund
0%
▼ 19.67%
1
Open
Jun 14, 2024
Global X Dow 30 Covered Call ETF
28.8%
▲ 20.28%
1
Open
Jun 07, 2024
Franklin Wireless
0%
▲ 20.72%
1
Open
Jun 06, 2024
Franklin Resources
0%
▲ 24.26%
1
Open
Jun 06, 2024
American Express
0%
▲ 41.40%
1
Open
Apr 30, 2024
Bank of America
0%
▲ 51.03%
1
Open
Apr 30, 2024
Chevron
0%
▲ 29.65%
1
Open
Apr 30, 2024
Kraft Heinz
0%
▼ 35.16%
1
Open
Apr 30, 2024
Coca-Cola
0%
▲ 31.09%
1
Open
Apr 30, 2024
Moody's
0%
▲ 20.55%
1
Open
Apr 30, 2024
Occidental Petroleum
0%
▼ 8.73%
1
Open
Apr 30, 2024
US Bancorp
0%
▲ 51.78%
1
Open
Apr 30, 2024