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****2223 - New Portfolio

Berny Cuevas

****2223
Individual Investor
Ranked #515,164 out of 816,908 TipRanks' Investors
Success Rate
30%
3 out of 10
profitable transactions
Average Return
-2.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return▼ 2.21%
12-Month Return▲ 3.89%
YTD Return▼ 3.25%
Total Return▲ 17.97%

Best Trade

Opened at
Closed at-
Gain▲ 85.51%

Bio

I will be investi ??

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 2.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.21%
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
▲ 27.87%
▲ 2.30%
▼ 3.65%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.46%
Aug 2025
▲ 1.37%
▲ 0.34%
▼ 1.99%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 2.60%
▼ 1.80%▼ 5.57%▼ 4.21%
▲ 1.84%▼ 0.87%▼ 4.51%
▲ 12.20%▲ 6.28%▲ 1.21%
▲ 6.24%▲ 5.14%▲ 5.57%
▲ 27.87%▲ 2.30%▼ 3.65%
▲ 4.87%▲ 2.05%▲ 2.46%
▲ 1.37%▲ 0.34%▼ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
31.76%
▲ 0.38%
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
11.8%
▼ 32.01%
2
Sell
Apr 09, 2025
Exxon Mobil
31.38%
▲ 2.32%
2
Buy
Dec 07, 2023
Cardinal Health
21.48%
▲ 85.51%
1
Buy
Apr 17, 2023