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New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #222,900 out of 732,952 TipRanks' Investors
Success Rate
55%
119 out of 217
profitable transactions
Average Return
3.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.22%
6-Month Return▲ 20.33%
12-Month Return▲ 35.62%
YTD Return▲ 9.36%
Total Return▲ 32.76%

Best Trade

Opened at
Closed at
Gain▲ 139.70%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.08%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.24%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.93%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 2.44%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.08%
▲ 9.22%▲ 9.13%▲ 8.24%
▲ 5.14%▲ 4.57%▲ 3.88%
▼ 1.87%▲ 1.59%▲ 1.70%
▲ 14.08%▲ 5.22%▲ 3.68%
▲ 5.05%▲ 3.27%▲ 4.29%
▼ 12.40%▼ 4.03%▼ 2.93%
▲ 5.65%▲ 3.02%▲ 2.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Bank of America
▲ 14.21%
6
Close
Mar 22, 2024
Broadcom
▲ 6.08%
4
Close
Mar 22, 2024
AbbVie
▼ 0.58%
4
Close
Mar 22, 2024
Amazon
▲ 18.79%
4
Close
Mar 22, 2024
Ambev SA
▼ 6.79%
2
Close
Mar 22, 2024
Advanced Micro Devices
▲ 6.82%
2
Close
Mar 22, 2024
Bristol-Myers Squibb
▲ 4.76%
2
Close
Mar 22, 2024
Applied Materials
▲ 25.14%
2
Close
Mar 22, 2024
Agnico Eagle
▲ 16.04%
2
Close
Mar 22, 2024
International Business Machines
0%
▼ 4.03%
3
Open
Jan 23, 2024
Berkshire Hathaway B
0%
▲ 3.67%
5
Open
Jan 23, 2024
Walt Disney
0%
▲ 11.69%
3
Open
Jan 23, 2024
CVS Health
0%
▼ 25.06%
1
Open
Jan 23, 2024
Lam Research
0%
▲ 10.42%
1
Open
Jan 23, 2024
Cognizant
0%
▼ 11.92%
1
Open
Jan 23, 2024
Prologis
0%
▼ 15.20%
1
Open
Jan 23, 2024
3M
0%
▲ 20.88%
1
Open
Jan 23, 2024
YPF Sociedad Anonima
0%
▲ 52.18%
1
Open
Jan 23, 2024
Honeywell International
0%
▼ 2.47%
1
Open
Jan 23, 2024
Coca-Cola
0%
▼ 1.78%
6
Open
Jan 21, 2024