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Active Management Strategy Portfolio - New Portfolio
Adam Gonzalez
Active Management Strategy PortfolioIndividual Investor
Ranked #52,843 out of 795,368 TipRanks' Investors
Success Rate
41 out of 68
profitable transactions
profitable transactions
Average Return
34.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.36%
6-Month Return▼ 5.24%
12-Month Return▲ 13.39%
YTD Return▼ 16.48%
Total Return▲ 15.24%
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 6-12 months.
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 5.94%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.28%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 14.30%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 0.56%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.63%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.82%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 7.82%
Apr 2025
▲ 2.92%▲ 2.10%▲ 5.94%
▲ 10.00%▼ 0.89%▲ 1.28%
▲ 25.98%▲ 5.96%▲ 14.30%
▲ 5.34%▼ 2.41%▼ 0.56%
▲ 5.99%▲ 2.69%▲ 3.07%
▼ 12.86%▼ 1.27%▼ 4.63%
▼ 1.80%▼ 5.57%▼ 7.82%
▼ 13.55%▼ 6.22%▼ 7.82%
Recent Activity
C3ai
―
▼ 20.34%
2
Close
Mar 18, 2025
Broadcom
―
▲ 19.20%
2
Close
Mar 18, 2025
Walgreens Boots Alliance
―
▲ 1.85%
2
Close
Mar 18, 2025
Micron
2.44%
▼ 35.13%
3
Buy
Dec 20, 2024
Zillow Group Class C
―
▲ 17.03%
5
Close
Nov 07, 2024
Core Scientific Inc
2.37%
▼ 51.97%
1
Open
Oct 26, 2024
Financial Select Sector SPDR Fund
3.2%
▲ 24.77%
2
Sell
Jul 31, 2024
Nvidia
5.62%
▼ 8.90%
2
Sell
Jul 31, 2024
Dell Technologies
2.06%
▼ 36.42%
2
Buy
Jul 31, 2024
Airbnb
―
▲ 0.78%
2
Close
Jul 02, 2024
Checkpoint Therapeutics
―
▼ 83.56%
5
Close
Jul 02, 2024
Walt Disney
―
▼ 44.51%
2
Close
Jun 24, 2024
Desktop Metal
―
▼ 94.48%
3
Close
Jun 24, 2024
Palantir Technologies
15.42%
▲ 279.56%
2
Sell
Jun 24, 2024
Arcimoto Inc
―
▼ 99.95%
2
Close
Jun 24, 2024
Fisker
―
▼ 99.87%
4
Close
Jun 24, 2024
TSMC
5.26%
▼ 9.18%
1
Open
Jun 24, 2024
Exxon Mobil
5.52%
▲ 53.52%
1
Open
Feb 22, 2022
United States Oil Fund LP
2.27%
▼ 0.34%
1
Open
Feb 22, 2022
United Airlines Holdings
2.18%
▲ 34.92%
1
Open
Aug 31, 2021