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New Portfolio - New Portfolio

Joel D. Alfano

New Portfolio
Individual Investor
Ranked #365,443 out of 809,087 TipRanks' Investors
Success Rate
47%
27 out of 58
profitable transactions
Average Return
19.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.54%
6-Month Return▲ 7.64%
12-Month Return▼ 16.70%
YTD Return▲ 9.44%
Total Return▲ 728.36%

Best Trade

Opened at
Closed at
Gain▲ 544.50%

Bio

Stocks on growth trends. We seek out securities sesslg for less than their intrinsic value.

Performance

21.44%0-21.44%
▲ 5.10%
▼ 2.41%
▼ 2.35%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.55%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.69%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.17%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.13%
Jun 2025
▲ 21.44%
▲ 1.57%
▲ 9.15%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.35%
▲ 6.03%▲ 2.69%▲ 2.55%
▼ 12.86%▼ 1.27%▼ 10.49%
▼ 1.80%▼ 5.57%▼ 6.69%
▲ 1.84%▼ 0.87%▼ 2.38%
▲ 12.20%▲ 6.28%▲ 15.17%
▲ 6.24%▲ 5.14%▲ 4.13%
▲ 21.44%▲ 1.57%▲ 9.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PetroShale
▲ 228.13%
3
Close
Mar 07, 2025
Vitesse Energy, Inc.
0.25%
▲ 4.21%
1
Open
Mar 07, 2025
Pershing Square Tontine Holdings
▼ 28.66%
2
Close
Jul 25, 2022
Agilent
3.26%
▼ 12.79%
1
Open
Apr 22, 2021
Advance Auto Parts
4.66%
▼ 63.14%
2
Buy
Apr 22, 2021
Novavax
1%
▲ 154.27%
4
Open
Apr 22, 2021
Wayfair
4.3%
▼ 79.71%
2
Buy
Jan 18, 2021
Co-Diagnostics
▲ 83.23%
3
Close
Jan 18, 2021
Jefferies
▼ 2.28%
2
Close
Jan 18, 2021
Weidai
0.01%
▼ 99.79%
1
Open
Jan 11, 2021
Arcosa
1.07%
▲ 49.74%
1
Open
Jan 11, 2021
Dexcom
3.83%
▼ 9.46%
1
Open
Jan 11, 2021
Cardinal Health
2.28%
▲ 221.12%
1
Open
Jan 11, 2021
Perion Network
0.1%
▼ 22.06%
1
Open
Jan 11, 2021
Inovio Pharmaceuticals
▲ 81.70%
4
Close
Jan 11, 2021
Radnet
▲ 16.31%
2
Close
Jan 11, 2021
AMC Entertainment
▲ 11.11%
2
Close
Jan 11, 2021
Vir Biotechnology
▼ 17.25%
3
Close
Jan 03, 2021
Johnson & Johnson
▲ 8.18%
2
Close
Jan 03, 2021
Berkshire Hathaway B
▲ 7.47%
2
Close
Jan 03, 2021