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New Portfolio - New Portfolio

Jose Luis Ortega

New Portfolio
Individual Investor
Ranked #561,901 out of 861,174 TipRanks' Investors
Success Rate
37%
25 out of 68
profitable transactions
Average Return
-3.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.08%
6-Month Return-
12-Month Return-
YTD Return▼ 1.86%
Total Return▼ 3.24%

Best Trade

Opened at
Closed at-
Gain▲ 68.57%

Bio

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

Performance

16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▼ 1.93%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 7.84%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.94%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.38%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%▼ 1.41%
▲ 4.06%▲ 1.47%▲ 1.93%
▼ 1.33%▼ 0.86%▼ 1.93%
▲ 0.52%▼ 4.94%▼ 7.84%
▲ 16.06%▲ 10.51%▲ 6.94%
▲ 2.08%▼ 0.09%▼ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NewPrinces S.p.A.
▼ 9.05%
2
Close
May 03, 2026
The Estée Lauder Companies
1.69%
▲ 2.56%
1
Open
May 01, 2026
Wizz Air Holdings
1.69%
▼ 12.84%
1
Open
Apr 17, 2026
Incyte
▼ 6.13%
2
Close
Apr 11, 2026
Kaspi.kz JSC Sponsored ADR RegS
1.69%
▲ 9.66%
1
Open
Apr 11, 2026
Renaissancere Holdings
1.69%
▲ 2.26%
1
Open
Mar 30, 2026
2CRSI SA
1.69%
▲ 51.14%
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
1.69%
▼ 14.16%
1
Open
Mar 16, 2026
Black Rock Coffee Bar, Inc. Class A
1.69%
▼ 29.36%
1
Open
Mar 13, 2026
Talkspace
▲ 42.58%
2
Close
Mar 10, 2026
Up Fintech Holding
1.69%
▼ 8.21%
1
Open
Mar 08, 2026
Minera Alamos
1.69%
▼ 2.22%
1
Open
Mar 08, 2026
EDreams ODIGEO
1.69%
▲ 12.06%
1
Open
Feb 27, 2026
Andean Precious Metals
▲ 4.65%
2
Close
Feb 26, 2026
Sprouts Farmers
1.69%
▲ 6.54%
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
1.69%
▲ 68.57%
1
Open
Feb 09, 2026