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New Portfolio Jan 2025 - New Portfolio

Josue Daniel Vargas

New Portfolio Jan 2025
Individual Investor
Ranked #33,282 out of 808,344 TipRanks' Investors
Success Rate
78%
97 out of 125
profitable transactions
Average Return
21.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.37%
6-Month Return▲ 0.43%
12-Month Return-
YTD Return▲ 2.00%
Total Return▲ 2.00%

Best Trade

Opened at
Closed at-
Gain▲ 106.23%

Bio

search stocks and criptos in discount for swing trading

Performance

16.58%0-16.58%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 16.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.19%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.78%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.00%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.68%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 8.71%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%▲ 0.36%
▼ 12.86%▼ 1.27%▼ 16.58%
▼ 1.80%▼ 5.57%▼ 5.19%
▲ 1.84%▼ 0.87%▲ 2.78%
▲ 12.20%▲ 6.28%▲ 12.00%
▲ 6.24%▲ 5.14%▲ 2.68%
▲ 13.92%▲ 0.69%▲ 8.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Clearwater Analytics Holdings
0.37%
▼ 0.94%
1
Open
Jul 07, 2025
First Solar
6.37%
▲ 14.46%
10
Sell
Jul 03, 2025
Becton Dickinson
2.4%
▲ 4.34%
1
Open
Jun 25, 2025
PepsiCo
3.16%
▼ 3.13%
5
Buy
Jun 19, 2025
The Hershey Company
0%
▲ 8.39%
3
Sell
Jun 19, 2025
Microsoft
5.96%
▲ 32.68%
9
Sell
Jun 19, 2025
TSMC
2.79%
▲ 50.33%
7
Sell
Jun 19, 2025
Visa
0%
▼ 1.65%
1
Open
Jun 13, 2025
Merck & Company
2.75%
▼ 4.52%
4
Buy
May 18, 2025
UnitedHealth
1.97%
▼ 24.67%
3
Buy
May 18, 2025
Tesla
1.57%
▲ 18.77%
5
Sell
May 18, 2025
Nvidia
1.15%
▲ 70.19%
4
Sell
May 18, 2025
ProShares UltraPro QQQ
2%
▲ 104.73%
3
Sell
May 18, 2025
Amazon
0.76%
▲ 32.22%
3
Sell
May 18, 2025
Advanced Micro Devices
6.81%
▲ 57.06%
9
Buy
Apr 21, 2025
Novo Nordisk
3.4%
▼ 4.77%
6
Buy
Apr 21, 2025
Alphabet Class C
2.47%
▲ 17.94%
4
Buy
Apr 21, 2025
Ethereum
8.96%
▲ 26.00%
10
Buy
Apr 08, 2025
Bitcoin
7.91%
▲ 40.43%
4
Buy
Apr 08, 2025
Avalanche
3.12%
▼ 6.06%
9
Buy
Apr 08, 2025