tiprankstipranks

New Portfolio Aug 2024 - New Portfolio

gricelda Herrera

New Portfolio Aug 2024
Individual Investor
Ranked #221,274 out of 858,885 TipRanks' Investors
Success Rate
75%
15 out of 20
profitable transactions
Average Return
29.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.88%
6-Month Return▼ 13.64%
12-Month Return▲ 51.84%
YTD Return▼ 18.00%
Total Return▲ 69.70%

Best Trade

Opened at
Closed at-
Gain▲ 150.31%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.05%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.61%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.87%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.10%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 6.84%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 12.62%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.44%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.42%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.05%
▲ 10.96%▲ 2.38%▲ 11.61%
▼ 3.68%▲ 0.19%▼ 4.87%
▼ 0.10%▲ 0.08%▲ 2.10%
▲ 4.06%▲ 1.47%▼ 6.84%
▼ 1.12%▼ 0.86%▼ 12.62%
▲ 0.60%▼ 4.94%▼ 4.44%
▲ 4.89%▲ 4.48%▲ 5.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
0%
▼ 20.57%
4
Open
Aug 12, 2025
0%
0.00%
1
Open
Aug 12, 2025
iShares Morningstar Small-Cap Growth ETF
0%
▲ 26.88%
1
Open
May 04, 2025
Ethereum
0%
▲ 36.22%
1
Open
Apr 19, 2025
Apple
0%
▲ 20.62%
3
Open
Apr 18, 2025
Microsoft
0%
▲ 1.39%
3
Open
Apr 18, 2025
Amazon
0%
▲ 42.47%
1
Open
Apr 18, 2025
Alphabet Class A
0%
▲ 110.60%
1
Open
Apr 18, 2025
Alibaba
0%
▲ 18.91%
1
Open
Apr 18, 2025
SoFi
0.63%
▲ 100.11%
2
Buy
Apr 14, 2025
Invesco QQQ Trust
0%
▲ 18.69%
1
Open
Feb 03, 2025
Nvidia
0%
▲ 61.75%
1
Open
Feb 03, 2025
Alphabet Class C
0%
▲ 56.52%
1
Open
Feb 03, 2025
SoFi Select 500 ETF
▼ 3.00%
2
Close
Oct 31, 2024
SPDR S&P 500 ETF Trust
0%
▲ 30.10%
1
Open
Aug 11, 2024