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New Portfolio - New Portfolio

Sergio Ugalde valdin

New Portfolio
Individual Investor
Ranked #212,409 out of 812,326 TipRanks' Investors
Success Rate
70%
35 out of 50
profitable transactions
Average Return
5.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.48%
6-Month Return-
12-Month Return-
YTD Return▲ 17.33%
Total Return▲ 17.33%

Best Trade

Opened at
Closed at-
Gain▲ 47.16%

Bio

Por un nuevo reto

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.02%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 15.57%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.48%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 2.02%
▲ 27.86%▲ 2.30%▲ 15.57%
▲ 0.42%▲ 0.11%▼ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0%
▼ 1.10%
1
Open
Aug 06, 2025
SPDR Gold Shares
0%
▲ 0.63%
1
Open
Aug 05, 2025
Microsoft
▲ 7.89%
3
Close
Aug 04, 2025
Coinbase Global
0%
▼ 3.67%
3
Open
Aug 04, 2025
Amazon
0%
▲ 3.60%
5
Buy
Aug 02, 2025
Tesla
0%
▼ 2.94%
3
Sell
Jul 31, 2025
Banco Bilbao Vizcaya Argentaria
0%
▲ 17.56%
1
Open
Jul 28, 2025
Super Micro Computer
0%
▼ 22.28%
1
Open
Jul 28, 2025
Bitcoin
92.68%
▲ 3.40%
2
Buy
Jul 15, 2025
Ethereum
2.96%
▲ 31.93%
2
Buy
Jul 15, 2025
Meta Platforms
0.62%
▲ 7.37%
2
Buy
Jul 14, 2025
Apple
0.18%
▲ 7.33%
2
Buy
Jul 14, 2025
SPDR S&P 500 ETF Trust
0.51%
▲ 2.69%
2
Buy
Jul 14, 2025
Invesco QQQ Trust
0.46%
▲ 3.90%
2
Buy
Jul 14, 2025
Nvidia
0%
▲ 16.20%
2
Buy
Jul 14, 2025
Alibaba
0.1%
▲ 7.57%
2
Buy
Jul 14, 2025
Pentair
0.08%
▼ 2.70%
2
Buy
Jul 14, 2025
Citigroup
0.07%
▲ 6.42%
2
Buy
Jul 14, 2025
US Bancorp
0.04%
▼ 4.44%
2
Buy
Jul 14, 2025
Morgan Stanley
0.11%
▼ 0.35%
2
Buy
Jul 14, 2025