Active Management Strategy Portfolio - New Portfolio
Adam Gonzalez
Active Management Strategy PortfolioIndividual Investor
Ranked #37,390 out of 859,402 TipRanks' Investors
Success Rate
61 out of 87
profitable transactions
profitable transactions
Average Return
67.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.10%
6-Month Return▲ 16.68%
12-Month Return▲ 107.46%
YTD Return▲ 14.57%
Total Return▲ 143.94%
Best Trade
Bio
Actively managed portfolio with the goal to outperform the S&P YoY RoR. High Sharpe Ratio, aggressive strategy with investment horizons of 12-24 months.
Performance
19.37%0-19.37%
▲ 12.88%
▲ 3.56%
▲ 19.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.52%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.98%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.87%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.95%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.91%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.34%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 11.12%
Apr 2026
▲ 12.88%▲ 3.56%▲ 19.37%
▲ 10.96%▲ 2.38%▲ 11.52%
▼ 3.68%▲ 0.19%▼ 6.98%
▼ 0.10%▲ 0.08%▲ 3.87%
▲ 4.06%▲ 1.47%▲ 7.95%
▼ 1.12%▼ 0.86%▲ 0.91%
▲ 0.60%▼ 4.94%▼ 5.34%
▲ 13.18%▲ 7.89%▲ 11.12%
Recent Activity
United Airlines Holdings
―
▲ 110.00%
2
Close
Apr 09, 2026
Global X NASDAQ 100 Covered Call ETF
―
▲ 40.07%
2
Close
Apr 09, 2026
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
―
▲ 38.04%
2
Close
Apr 09, 2026
Palantir Technologies
5.43%
▲ 511.65%
3
Sell
Apr 09, 2026
Apple
5.18%
▲ 307.97%
2
Sell
Apr 09, 2026
Walmart
1.88%
▲ 3.68%
3
Open
Apr 09, 2026
Micron
4.66%
▲ 324.42%
4
Sell
Apr 09, 2026
Broadcom
3.81%
▲ 15.74%
3
Open
Apr 09, 2026
Core Scientific Inc
―
▲ 26.62%
2
Close
Apr 09, 2026
CoreWeave
―
▼ 31.88%
2
Close
Apr 09, 2026
Applied Digital Corporation
―
▲ 100.23%
2
Close
Apr 09, 2026
Advanced Micro Devices
5.1%
▲ 17.59%
1
Open
Apr 09, 2026
Caterpillar
3.97%
▼ 1.83%
1
Open
Apr 09, 2026
Deere
1.79%
▼ 5.47%
1
Open
Apr 09, 2026
Cameco
2.32%
▲ 4.09%
1
Open
Apr 09, 2026
Constellation Energy Corporation
2.97%
▲ 6.74%
1
Open
Apr 09, 2026
Freeport-McMoRan
2.73%
▲ 2.98%
1
Open
Apr 09, 2026
SPDR Gold Shares
4.45%
▲ 0.50%
1
Open
Apr 09, 2026
Alphabet Class A
3.33%
▲ 5.50%
1
Open
Apr 09, 2026
Mastercard
2.05%
▲ 2.97%
1
Open
Apr 09, 2026