Cartera - New Portfolio

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Cartera
Individual Investor
Ranked #295,424 out of 766,001 TipRanks' Investors
Success Rate
50%
33 out of 66
profitable transactions
Average Return
15.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.61%
6-Month Return▲ 0.08%
12-Month Return▲ 12.92%
YTD Return▼ 9.63%
Total Return▼ 0.10%

Best Trade

Opened at
Closed at
Gain▲ 289.62%

Bio

Mainly US stocks. Entries and exits based on technical analysis

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 7.69%
Oct 2024
▲ 5.59%
▲ 5.20%
▼ 0.17%
Nov 2024
TipRanks AverageS&P 500Investor 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%
▲ 6.02%▼ 0.89%▼ 7.69%
▲ 5.59%▲ 5.20%▼ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Atossa Therapeutics
11.93%
▲ 41.10%
7
Buy
Jun 17, 2024
Castor Maritime
37.19%
▼ 17.16%
2
Buy
Jun 17, 2024
Clearfield
▼ 18.43%
2
Close
Jun 17, 2024
Solaria Energia y Medio Ambiente
▼ 11.07%
2
Close
Jun 17, 2024
Aptiv
0%
▼ 20.72%
1
Open
Jun 17, 2024
Axcelis Technologies
0%
▼ 38.36%
1
Open
Jun 17, 2024
Mullen Automotive
▼ 95.05%
2
Close
Feb 29, 2024
Ferroglobe
0%
▼ 7.36%
1
Open
Feb 29, 2024
Gray Television
0%
▼ 47.94%
1
Open
Aug 13, 2023
Shopify
▲ 84.93%
5
Close
Jul 16, 2023
Upstart Holdings
▲ 217.68%
3
Close
Jul 16, 2023
Catalyst Pharma
50.65%
▲ 77.65%
1
Open
Jul 16, 2023
Immersion
▼ 7.84%
2
Close
Jun 05, 2023
BlackBerry
▲ 20.39%
9
Close
Oct 10, 2022
Romeo Power
▼ 92.36%
2
Close
Oct 10, 2022
XPeng, Inc. ADR
▲ 48.99%
3
Close
Nov 01, 2021
Sumo Logic
▼ 8.14%
3
Close
Nov 01, 2021
Sunrun
▲ 30.03%
2
Close
Nov 01, 2021
New Oriental Education Tech
▼ 16.42%
3
Close
Jun 08, 2021
AYRO
▼ 34.10%
2
Close
May 31, 2021