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New Portfolio - New Portfolio

Jose Luis Ortega

New Portfolio
Individual Investor
Ranked #543,242 out of 858,971 TipRanks' Investors
Success Rate
37%
24 out of 65
profitable transactions
Average Return
-3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.15%
6-Month Return-
12-Month Return-
YTD Return▼ 2.59%
Total Return▼ 3.96%

Best Trade

Opened at
Closed at-
Gain▲ 56.50%

Bio

Value growth companies around the world with room to capture different trends and turnaround companies.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.41%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.93%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.91%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.84%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 5.71%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%▼ 1.41%
▲ 4.06%▲ 1.47%▲ 1.93%
▼ 1.12%▼ 0.86%▼ 1.91%
▲ 0.60%▼ 4.94%▼ 7.84%
▲ 7.53%▲ 5.50%▲ 5.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Incyte
▼ 6.13%
2
Close
Apr 11, 2026
Kaspi.kz JSC Sponsored ADR RegS
1.72%
0.00%
1
Open
Apr 11, 2026
Renaissancere Holdings
1.72%
▲ 4.14%
1
Open
Mar 30, 2026
2CRSI SA
1.72%
▲ 56.50%
1
Open
Mar 27, 2026
Mitek Systems
▲ 46.21%
2
Close
Mar 24, 2026
Hertz Global
▼ 25.93%
2
Close
Mar 16, 2026
Universal Health
1.72%
▼ 5.31%
1
Open
Mar 16, 2026
Black Rock Coffee Bar, Inc. Class A
1.72%
▼ 17.13%
1
Open
Mar 13, 2026
Talkspace
▲ 42.58%
2
Close
Mar 10, 2026
Up Fintech Holding
1.72%
▼ 6.02%
1
Open
Mar 08, 2026
Minera Alamos
1.72%
▼ 6.37%
1
Open
Mar 08, 2026
EDreams ODIGEO
1.72%
▲ 4.60%
1
Open
Feb 27, 2026
Andean Precious Metals
▲ 4.65%
2
Close
Feb 26, 2026
Sprouts Farmers
1.72%
▲ 0.41%
1
Open
Feb 26, 2026
Dynacor Gold Mines
▲ 16.92%
2
Close
Feb 20, 2026
Fasadgruppen Group AB
▼ 23.76%
2
Close
Feb 09, 2026
Anterix
1.72%
▲ 25.26%
1
Open
Feb 09, 2026
Befesa S.A.
1.72%
▲ 7.03%
1
Open
Feb 09, 2026
Ashmore Group PLC
1.72%
▼ 13.29%
1
Open
Feb 09, 2026
Mount Logan Capital Inc
1.72%
▼ 49.00%
1
Open
Feb 03, 2026