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Cartera
- New Portfolio
Performance
Portfolio Details
edu
Cartera
Individual Investor
Ranked #291,811 out of 769,632 TipRanks' Investors
Success Rate
52%
34 out of 66
profitable transactions
Average Return
14.02%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 10.62%
6-Month Return
▼ 7.16%
12-Month Return
▼ 1.25%
YTD Return
▼ 16.16%
Total Return
▼ 7.32%
Best Trade
Asset
Upstart Hol... (UPST)
Opened at
Mar 23, 2023
Closed at
Jul 17, 2023
Gain
▲ 289.62%
Bio
Mainly US stocks. Entries and exits based on technical analysis
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.30%
0
-37.30%
▼ 12.40%
▼ 4.03%
▼ 5.23%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 21.67%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.24%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.05%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 6.92%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 7.69%
Oct 2024
▲ 37.30%
▲ 4.73%
▼ 7.38%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 5.23%
▲ 11.46%
▲ 5.06%
▲ 21.67%
▼ 2.25%
▲ 3.53%
▼ 4.24%
▲ 25.72%
▲ 1.21%
▲ 10.05%
▼ 4.22%
▲ 2.34%
▼ 6.92%
▲ 7.82%
▲ 2.10%
▲ 1.93%
▲ 5.70%
▼ 0.89%
▼ 7.69%
▲ 37.30%
▲ 4.73%
▼ 7.38%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ATOS
Atossa Therapeutics
10.77%
▲ 30.50%
7
Buy
Jun 17, 2024
CTRM
Castor Maritime
38.49%
▼ 22.78%
2
Buy
Jun 17, 2024
CLFD
Clearfield
―
▼ 18.43%
2
Close
Jun 17, 2024
SLR
Solaria Energia y Medio Ambiente
―
▼ 11.07%
2
Close
Jun 17, 2024
APTV
Aptiv
0%
▼ 23.35%
1
Open
Jun 17, 2024
ACLS
Axcelis Technologies
0%
▼ 45.61%
1
Open
Jun 17, 2024
MULN
Mullen Automotive
―
▼ 95.05%
2
Close
Feb 29, 2024
GSM
Ferroglobe
0%
▲ 1.29%
1
Open
Feb 29, 2024
GTN
Gray Television
0%
▼ 46.84%
1
Open
Aug 13, 2023
SHOP
Shopify
―
▲ 84.93%
5
Close
Jul 16, 2023
UPST
Upstart Holdings
―
▲ 217.68%
3
Close
Jul 16, 2023
CPRX
Catalyst Pharma
50.48%
▲ 59.47%
1
Open
Jul 16, 2023
IMMR
Immersion
―
▼ 7.84%
2
Close
Jun 05, 2023
BB
BlackBerry
―
▲ 20.39%
9
Close
Oct 10, 2022
RMO
Romeo Power
―
▼ 92.36%
2
Close
Oct 10, 2022
XPEV
XPeng, Inc. ADR
―
▲ 48.99%
3
Close
Nov 01, 2021
SUMO
Sumo Logic
―
▼ 8.14%
3
Close
Nov 01, 2021
RUN
Sunrun
―
▲ 30.03%
2
Close
Nov 01, 2021
EDU
New Oriental Education Tech
―
▼ 16.42%
3
Close
Jun 08, 2021
AYRO
AYRO
―
▼ 34.10%
2
Close
May 31, 2021
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