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New Portfolio Aug 2024 - New Portfolio
gricelda Herrera
New Portfolio Aug 2024Individual Investor
Ranked #139,427 out of 820,360 TipRanks' Investors
Success Rate
16 out of 20
profitable transactions
profitable transactions
Average Return
51.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.49%
6-Month Return▲ 59.16%
12-Month Return▲ 70.59%
YTD Return▲ 39.95%
Total Return▲ 87.80%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 8.13%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.90%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 5.64%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.70%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 18.63%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.65%
Aug 2025
▲ 6.13%
▲ 2.88%
▲ 4.31%
Sep 2025
▼ 12.86%▼ 1.27%▼ 8.13%
▼ 1.80%▼ 5.57%▼ 10.90%
▲ 1.84%▼ 0.87%▲ 5.64%
▲ 12.20%▲ 6.28%▲ 10.59%
▲ 6.24%▲ 5.14%▲ 5.70%
▲ 27.92%▲ 2.30%▲ 18.63%
▲ 4.87%▲ 2.05%▲ 7.65%
▲ 6.13%▲ 2.88%▲ 4.31%
Recent Activity
Bitcoin
0%
▲ 5.31%
4
Open
Aug 12, 2025
USDC
0%
0.00%
1
Open
Aug 12, 2025
iShares Morningstar Small-Cap Growth ETF
0%
▲ 18.74%
1
Open
May 04, 2025
Ethereum
0%
▲ 149.73%
1
Open
Apr 19, 2025
Apple
0%
▲ 19.22%
3
Open
Apr 18, 2025
Microsoft
0%
▲ 20.47%
3
Open
Apr 18, 2025
Amazon
0%
▲ 31.35%
1
Open
Apr 18, 2025
Alphabet Class A
0%
▲ 63.44%
1
Open
Apr 18, 2025
Alibaba
0%
▲ 60.55%
1
Open
Apr 18, 2025
SoFi
1.08%
▲ 245.19%
2
Buy
Apr 14, 2025
Invesco QQQ Trust
0%
▲ 15.46%
1
Open
Feb 03, 2025
Nvidia
0%
▲ 52.78%
1
Open
Feb 03, 2025
Alphabet Class C
0%
▲ 22.38%
1
Open
Feb 03, 2025
SoFi Select 500 ETF
―
▼ 3.00%
2
Close
Oct 31, 2024
SPDR S&P 500 ETF Trust
0%
▲ 26.00%
1
Open
Aug 11, 2024