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LadyDee - New Portfolio

Desiree Andrea Robledo

LadyDee
Individual Investor
Ranked #404,520 out of 806,423 TipRanks' Investors
Success Rate
53%
9 out of 17
profitable transactions
Average Return
9.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.10%
6-Month Return▲ 3.37%
12-Month Return-
YTD Return▲ 5.82%
Total Return▲ 16.07%

Best Trade

Opened at
Closed at-
Gain▲ 67.05%

Bio

The Diversity Fund

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 0.78%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.73%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.35%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.73%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.61%
Jun 2025
▲ 0.39%
▲ 0.42%
▲ 0.34%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.78%
▲ 6.03%▲ 2.69%▲ 2.79%
▼ 12.86%▼ 1.27%▼ 3.71%
▼ 1.80%▼ 5.57%▼ 7.73%
▲ 1.83%▼ 0.87%▼ 0.35%
▲ 12.20%▲ 6.28%▲ 9.73%
▲ 6.24%▲ 5.14%▲ 5.61%
▲ 0.39%▲ 0.42%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.94%
▼ 6.05%
2
Buy
Jan 19, 2025
C3ai
1.94%
▼ 14.63%
2
Buy
Jan 19, 2025
Alphabet Class C
16.84%
▼ 5.14%
2
Buy
Jan 19, 2025
International Business Machines
26.95%
▲ 45.30%
2
Buy
Jan 19, 2025
Microsoft
27.6%
▲ 13.31%
2
Buy
Jan 19, 2025
Nvidia
14.73%
▲ 20.77%
2
Buy
Jan 19, 2025
Amazon
0%
▲ 20.47%
1
Open
Jul 22, 2024
Baidu
0%
▼ 6.32%
1
Open
Jul 22, 2024
Dutch Bros Inc
0%
▲ 67.05%
1
Open
Jul 22, 2024
Salesforce
0%
▲ 6.58%
1
Open
Jul 22, 2024
Intel
0%
▼ 34.01%
1
Open
Jul 22, 2024