New Portfolio - New Portfolio

velez113@gmail.com

New Portfolio
Individual Investor
Ranked #376,036 out of 757,311 TipRanks' Investors
Success Rate
45%
348 out of 771
profitable transactions
Average Return
1.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.48%
6-Month Return▲ 19.29%
12-Month Return▼ 4.97%
YTD Return▲ 13.37%
Total Return▼ 54.66%

Best Trade

Opened at
Closed at-
Gain▲ 1130.44%

Bio

Best picks for the next 6 months

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 0.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.01%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.31%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.24%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.80%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 0.98%
▲ 5.05%▲ 3.27%▲ 6.54%
▼ 12.40%▼ 4.03%▼ 2.50%
▲ 11.46%▲ 5.06%▲ 2.13%
▼ 2.25%▲ 3.53%▲ 2.01%
▲ 25.76%▲ 1.21%▲ 8.31%
▼ 4.21%▲ 2.34%▲ 3.24%
▲ 1.03%▼ 0.11%▼ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
3.55%
▲ 4.04%
18
Open
Sep 18, 2024
Eagle Point Credit Company
3.36%
▲ 15.69%
69
Sell
Sep 18, 2024
Orchid Island Capital
0%
▲ 6.64%
26
Sell
Sep 18, 2024
PIMCO 25+ Year Zero Coupon US Treasury Index ETF
13.95%
▲ 1.05%
2
Buy
Sep 18, 2024
Polestar Automotive Holding UK
0%
▼ 46.07%
28
Buy
Sep 14, 2024
Red Cat Holdings
9.37%
▲ 107.09%
34
Sell
Sep 14, 2024
AST SpaceMobile
33.28%
▲ 384.16%
24
Buy
Sep 01, 2024
Clover Health Investments
▼ 24.86%
2
Close
Sep 01, 2024
Energy Transfer
0%
▲ 19.57%
25
Sell
Aug 29, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 1.69%
21
Sell
Aug 29, 2024
Plug Power
▼ 76.53%
40
Close
Aug 20, 2024
Canoo
▼ 76.47%
38
Close
Aug 20, 2024
iShares 20+ Year Treasury Bond ETF
6.6%
▲ 2.90%
6
Buy
Aug 19, 2024
Unusual Machines Inc.
▼ 30.95%
3
Close
Aug 16, 2024
YieldMax Ultra Option Income Strategy ETF
▲ 4.01%
2
Close
Aug 16, 2024
Sunoco
0%
▲ 38.38%
22
Sell
Aug 13, 2024
RTX
0%
▼ 0.11%
3
Open
Aug 13, 2024
MPLX
0%
▲ 34.06%
14
Sell
Aug 13, 2024
Fidelity Select Technology
10.79%
▲ 0.68%
3
Buy
Aug 13, 2024
Blue Owl Capital
0%
▲ 25.24%
26
Sell
Aug 08, 2024