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New Portfolio - New Portfolio

rguerrae

New Portfolio
Individual Investor
Ranked #259,702 out of 812,326 TipRanks' Investors
Success Rate
53%
101 out of 189
profitable transactions
Average Return
16.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.47%
6-Month Return▲ 21.19%
12-Month Return▲ 34.36%
YTD Return▲ 19.07%
Total Return▲ 32.42%

Best Trade

Opened at
Closed at-
Gain▲ 539.10%

Bio

Personal portfolio with long and short investment, more focused on tech, financial, consumer cyclical and consumer defensive. I'm learning from other investors as well, and trying to build a great heritage with small gains, diversification and time

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 2.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.45%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.54%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.41%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.01%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 0.41%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 1.99%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 2.46%
▼ 12.86%▼ 1.27%▼ 3.64%
▼ 1.80%▼ 5.57%▲ 0.45%
▲ 1.84%▼ 0.87%▼ 3.54%
▲ 12.20%▲ 6.28%▲ 9.41%
▲ 6.24%▲ 5.14%▲ 12.01%
▲ 27.86%▲ 2.30%▼ 0.41%
▲ 0.42%▲ 0.11%▲ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
4.01%
▲ 17.01%
11
Buy
Feb 07, 2025
Celsius Holdings
5.67%
▲ 62.82%
11
Buy
Feb 07, 2025
Airbnb
▼ 12.07%
5
Close
Dec 19, 2024
Target
▲ 1.81%
2
Close
Dec 14, 2024
Nike
2.34%
▲ 0.47%
10
Buy
Nov 19, 2024
Enphase Energy
1.1%
▼ 46.75%
7
Buy
Nov 13, 2024
Alphabet Class A
3.95%
▲ 30.99%
2
Buy
Sep 06, 2024
Nvidia
20.44%
▲ 350.02%
7
Buy
Aug 06, 2024
Direxion Daily Semiconductor Bear 3x Shares
▼ 2.78%
6
Close
Jun 05, 2024
Direxion Daily S&P 500 Bear 3x Shares
▼ 4.39%
5
Close
Jun 05, 2024
Direxion Daily Semiconductor Bull 3x Shares
▲ 31.90%
15
Close
May 30, 2024
Direxion Daily S&P 500 Bull 3x Shares
▲ 14.91%
8
Close
May 30, 2024
SoFi
▼ 3.81%
4
Close
May 30, 2024
Microsoft
11.13%
▲ 123.04%
6
Buy
Apr 25, 2024
Roku
▼ 7.30%
2
Close
Apr 15, 2024
Palo Alto Networks
4.65%
▲ 21.10%
2
Buy
Apr 05, 2024
Nio
▼ 83.81%
11
Close
Mar 22, 2024
ProShares Ultra QQQ
▲ 3.17%
6
Close
Mar 22, 2024
PayPal Holdings
2.57%
▼ 61.62%
10
Buy
Mar 22, 2024
Unity Software
▼ 81.53%
3
Close
Mar 22, 2024