New Portfolio - New Portfolio

Luis Felipe Velez

New Portfolio
Individual Investor
Ranked #175,286 out of 766,394 TipRanks' Investors
Success Rate
67%
33 out of 49
profitable transactions
Average Return
10.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.76%
6-Month Return▲ 4.78%
12-Month Return▲ 8.39%
YTD Return▼ 9.35%
Total Return▲ 73.02%

Best Trade

Opened at
Closed at
Gain▲ 115.21%

Bio

Personal Diversified Growth

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 13.75%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.75%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.78%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.85%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.90%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.65%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.03%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 8.21%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 13.75%
▲ 11.46%▲ 5.06%▲ 4.75%
▼ 2.25%▲ 3.53%▼ 7.78%
▲ 25.72%▲ 1.21%▼ 2.85%
▼ 4.22%▲ 2.34%▼ 1.90%
▲ 7.82%▲ 2.10%▲ 5.65%
▲ 6.02%▼ 0.89%▲ 5.03%
▲ 22.71%▲ 5.30%▲ 8.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United Airlines Holdings
▲ 19.44%
5
Close
Oct 31, 2024
Nvidia
12.28%
▲ 9.42%
1
Open
Oct 31, 2024
Intel
12.11%
▲ 17.61%
3
Open
Oct 30, 2024
Microsoft
16.27%
▲ 11.46%
3
Buy
Oct 07, 2024
Pfizer
11.18%
▼ 7.89%
1
Open
Sep 25, 2024
Alphabet Class A
16.48%
▲ 10.89%
1
Open
Aug 28, 2024
Virgin Galactic Holdings
1.74%
▼ 89.37%
2
Buy
Feb 14, 2024
Meta Platforms
▲ 48.20%
4
Close
Feb 02, 2024
Warner Bros
0.66%
▼ 44.81%
2
Buy
Jul 05, 2023
Carnival
7.27%
▲ 7.54%
2
Buy
Jul 05, 2023
Transocean
▼ 1.88%
3
Close
Dec 27, 2022
International Business Machines
▲ 26.45%
2
Close
Nov 11, 2022
Ambev SA
▲ 20.05%
4
Close
Oct 28, 2022
Coca Cola Femsa SAB De CV
▲ 37.14%
4
Close
Jul 05, 2022
American Airlines
6.86%
▲ 7.15%
6
Open
Jan 28, 2022
AGNC Investment
8.59%
▼ 8.77%
1
Open
Nov 08, 2021
Wells Fargo
▲ 96.48%
3
Close
Nov 08, 2021
AT&T
6.55%
▲ 27.57%
1
Open
Aug 03, 2021
Amazon
▲ 74.01%
2
Close
Apr 07, 2021
Citigroup
▲ 52.85%
2
Close
Mar 13, 2021