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****2223 - New Portfolio

Berny Cuevas

****2223
Individual Investor
Ranked #375,848 out of 793,971 TipRanks' Investors
Success Rate
44%
4 out of 9
profitable transactions
Average Return
1.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.22%
6-Month Return▼ 2.03%
12-Month Return▼ 1.53%
YTD Return▼ 2.30%
Total Return▲ 19.19%

Best Trade

Opened at
Closed at-
Gain▲ 70.89%

Bio

I will be investi ??

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.88%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.36%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.29%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.36%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.97%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 0.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.60%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 4.22%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.88%
▲ 2.93%▲ 2.10%▲ 0.36%
▲ 10.00%▼ 0.89%▲ 1.29%
▲ 26.01%▲ 5.96%▲ 6.36%
▲ 5.33%▼ 2.41%▼ 6.97%
▲ 5.89%▲ 2.69%▼ 0.59%
▼ 12.86%▼ 1.27%▲ 2.60%
▼ 1.28%▼ 6.20%▼ 4.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
16.46%
▼ 2.47%
2
Buy
Feb 05, 2025
Novo Nordisk
17.52%
▼ 42.05%
1
Buy
Dec 02, 2024
Chipotle
16.89%
▼ 16.86%
1
Buy
Nov 13, 2024
Nvidia
9.11%
▼ 13.26%
1
Buy
Aug 19, 2024
Exxon Mobil
20%
▲ 11.41%
2
Buy
Dec 07, 2023
Global X Robotics & Artificial Intelligence ETF
4.79%
▼ 0.28%
1
Buy
Jun 06, 2023
Cardinal Health
11.59%
▲ 70.89%
1
Buy
Apr 17, 2023