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New Portfolio Jan 2025 - New Portfolio

PerformancePortfolio Details

Octavio Avalos

New Portfolio Jan 2025
Individual Investor
Ranked #381,967 out of 859,402 TipRanks' Investors
Success Rate
73%
8 out of 11
profitable transactions
Average Return
14.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.75%
6-Month Return▼ 12.85%
12-Month Return▲ 42.08%
YTD Return▼ 21.90%
Total Return▲ 21.22%

Best Trade

AssetSPDR Gold S... (GLD)
Opened at
Closed at-
Gain▲ 59.03%

Bio

Hola

Performance

21.31%0-21.31%
▲ 12.88%
▲ 3.56%
▼ 4.26%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 21.31%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.29%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 7.01%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 12.71%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 13.98%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.93%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 9.40%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 4.26%
▲ 10.96%▲ 2.38%▲ 21.31%
▼ 3.68%▲ 0.19%▼ 6.29%
▼ 0.10%▲ 0.08%▲ 7.01%
▲ 4.06%▲ 1.47%▼ 12.71%
▼ 1.12%▼ 0.86%▼ 13.98%
▲ 0.60%▼ 4.94%▼ 4.93%
▲ 13.18%▲ 7.89%▲ 9.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ETH-USD
Ethereum
0.85%
▲ 21.93%
1
Open
Mar 17, 2025
NVDA
Nvidia
―
▲ 0.95%
2
Close
Mar 16, 2025
QQQ
Invesco QQQ Trust
―
▼ 6.11%
2
Close
Mar 16, 2025
BRK.B
Berkshire Hathaway B
0.17%
▼ 9.16%
1
Open
Mar 16, 2025
SNOW
Snowflake
0.05%
▼ 8.21%
1
Open
Mar 16, 2025
MSFT
Microsoft
0%
▲ 8.70%
1
Open
Mar 16, 2025
GLD
SPDR Gold Shares
98.79%
▲ 59.03%
1
Open
Mar 16, 2025
SSSPF
SPDR S&P 500 UCITS ETF
0%
▲ 15.64%
1
Open
Mar 16, 2025
AMZN
Amazon
0%
▲ 27.57%
1
Open
Mar 16, 2025
IHPCF
iShares Core S&P 500 UCITS ETF USD (Dist)
0%
▲ 25.52%
1
Open
Mar 16, 2025
SPY
SPDR S&P 500 ETF Trust
0%
▲ 18.76%
1
Open
Jan 26, 2025