tiprankstipranks

****2223 - New Portfolio

Berny Cuevas

****2223
Individual Investor
Ranked #434,471 out of 859,217 TipRanks' Investors
Success Rate
60%
6 out of 10
profitable transactions
Average Return
15.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.04%
6-Month Return▲ 20.46%
12-Month Return▲ 28.92%
YTD Return▲ 12.62%
Total Return▲ 43.05%

Best Trade

Opened at
Closed at-
Gain▲ 166.62%

Bio

I will be investi ??

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.17%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.87%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 10.15%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 5.35%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.98%
Mar 2026
▲ 10.48%
▲ 6.78%
▼ 1.99%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.11%
▲ 10.96%▲ 2.38%▼ 0.17%
▼ 3.68%▲ 0.19%▲ 4.94%
▼ 0.10%▲ 0.08%▲ 1.87%
▲ 4.06%▲ 1.47%▲ 10.15%
▼ 1.12%▼ 0.86%▲ 5.35%
▲ 0.60%▼ 4.94%▼ 0.98%
▲ 10.48%▲ 6.78%▼ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
28.77%
▲ 11.53%
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
8.18%
▼ 42.18%
2
Sell
Apr 09, 2025
Exxon Mobil
34.96%
▲ 39.81%
2
Buy
Dec 07, 2023
Cardinal Health
25.17%
▲ 166.62%
1
Buy
Apr 17, 2023