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****2223 - New Portfolio

Berny Cuevas

****2223
Individual Investor
Ranked #509,073 out of 813,701 TipRanks' Investors
Success Rate
30%
3 out of 10
profitable transactions
Average Return
-2.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.07%
6-Month Return▼ 4.77%
12-Month Return▼ 3.31%
YTD Return▼ 3.49%
Total Return▲ 17.68%

Best Trade

Opened at
Closed at-
Gain▲ 85.57%

Bio

I will be investi ??

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▼ 0.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.22%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.51%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.57%
Jun 2025
▲ 27.89%
▲ 2.30%
▼ 3.65%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 0.18%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 0.28%
▼ 12.86%▼ 1.27%▲ 2.60%
▼ 1.80%▼ 5.57%▼ 4.22%
▲ 1.84%▼ 0.87%▼ 4.51%
▲ 12.20%▲ 6.28%▲ 1.21%
▲ 6.24%▲ 5.14%▲ 5.57%
▲ 27.89%▲ 2.30%▼ 3.65%
▲ 6.85%▲ 1.80%▲ 0.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
31.49%
▼ 0.75%
3
Buy
May 05, 2025
Global X Robotics & Artificial Intelligence ETF
▼ 14.12%
2
Sell
Apr 10, 2025
Nvidia
▼ 22.93%
2
Sell
Apr 10, 2025
Novo Nordisk
▼ 48.59%
2
Close
Apr 10, 2025
Chipotle
12.69%
▼ 27.07%
2
Sell
Apr 09, 2025
Exxon Mobil
30.68%
▼ 0.24%
2
Buy
Dec 07, 2023
Cardinal Health
21.55%
▲ 85.57%
1
Buy
Apr 17, 2023