tiprankstipranks

Cartera Julio 2022 - New Portfolio

CESAR ARRIOLA

Cartera Julio 2022
Individual Investor
Ranked #46,130 out of 733,923 TipRanks' Investors
Success Rate
71%
177 out of 251
profitable transactions
Average Return
9.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 20.94%
12-Month Return▲ 46.51%
YTD Return▲ 13.10%
Total Return▲ 83.63%

Best Trade

Opened at
Closed at
Gain▲ 97.48%

Bio

I'm just trying to put together a profitable and diversified portfolio

Performance

16.99%0-16.99%
▼ 6.45%
▼ 2.17%
▼ 4.14%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 16.99%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.31%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.02%
Apr 2024
▲ 0.40%
▲ 3.76%
▲ 1.37%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.14%
▲ 9.22%▲ 9.13%▲ 16.99%
▲ 5.14%▲ 4.57%▲ 3.31%
▼ 1.87%▲ 1.59%▲ 0.22%
▲ 14.08%▲ 5.22%▲ 10.51%
▲ 5.05%▲ 3.27%▲ 2.81%
▼ 12.40%▼ 4.03%▼ 2.02%
▲ 0.40%▲ 3.76%▲ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Amazon
▲ 15.45%
13
Close
May 14, 2024
Cisco Systems
7.89%
▼ 1.39%
9
Buy
May 14, 2024
Pfizer
2.53%
0.00%
1
Open
May 14, 2024
Sony Group
2.82%
0.00%
1
Open
May 14, 2024
Abbott Laboratories
2.65%
0.00%
1
Open
May 14, 2024
Halliburton
▼ 4.22%
3
Close
May 04, 2024
Starbucks
9.68%
▼ 11.33%
10
Buy
May 03, 2024
Diageo
▼ 3.01%
4
Close
May 03, 2024
Applied Materials
5.31%
▲ 1.24%
1
Open
May 03, 2024
Meta Platforms
3.49%
▲ 3.55%
1
Open
May 03, 2024
Nike
8.72%
▼ 4.29%
14
Buy
Apr 20, 2024
Ternium SA
▲ 6.04%
5
Close
Apr 20, 2024
UnitedHealth
13.39%
▲ 6.35%
7
Buy
Apr 14, 2024
Coinbase Global
▲ 71.66%
10
Close
Mar 16, 2024
PepsiCo
4.82%
▲ 8.63%
2
Buy
Mar 16, 2024
Alphabet Class A
▲ 6.28%
5
Close
Mar 05, 2024
The Hershey Company
6.61%
▲ 12.81%
4
Buy
Mar 05, 2024
Coca-Cola
▲ 0.01%
5
Close
Jan 24, 2024
Exxon Mobil
▲ 11.54%
9
Close
Jan 09, 2024
Schlumberger
▲ 12.09%
6
Close
Jan 09, 2024