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Joseph Pena Apr 2024 - New Portfolio

A42BCF82

Joseph Pena Apr 2024
Individual Investor
Ranked #213,727 out of 770,014 TipRanks' Investors
Success Rate
79%
11 out of 14
profitable transactions
Average Return
15.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.33%
6-Month Return▲ 17.04%
12-Month Return-
YTD Return▲ 17.75%
Total Return▲ 17.75%

Best Trade

Opened at
Closed at-
Gain▲ 65.45%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.87%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.09%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.70%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.83%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 6.08%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.87%
▼ 2.25%▲ 3.53%▼ 0.09%
▲ 25.72%▲ 1.21%▲ 5.11%
▼ 4.22%▲ 2.34%▲ 0.22%
▲ 7.82%▲ 2.10%▲ 0.70%
▲ 5.70%▼ 0.89%▲ 3.83%
▲ 31.73%▲ 4.73%▲ 6.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
0%
▲ 65.45%
1
Open
Sep 05, 2024
Apple
0%
▲ 5.56%
1
Open
Sep 04, 2024
Morgan Stanley Direct Lending Fund
0%
▼ 3.32%
1
Open
Jun 14, 2024
Global X Dow 30 Covered Call ETF
30.89%
▲ 11.25%
1
Open
Jun 07, 2024
Franklin Wireless
0%
▲ 39.20%
1
Open
Jun 06, 2024
Franklin Resources
0%
▲ 0.71%
1
Open
Jun 06, 2024
American Express
0%
▲ 31.15%
1
Open
Apr 30, 2024
Bank of America
0%
▲ 29.97%
1
Open
Apr 30, 2024
Chevron
0%
▲ 2.60%
1
Open
Apr 30, 2024
Kraft Heinz
0%
▼ 15.14%
1
Open
Apr 30, 2024
Coca-Cola
0%
▲ 5.75%
1
Open
Apr 30, 2024
Moody's
0%
▲ 34.16%
1
Open
Apr 30, 2024
Occidental Petroleum
0%
▼ 23.13%
1
Open
Apr 30, 2024
US Bancorp
0%
▲ 35.13%
1
Open
Apr 30, 2024