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Mi Portafolio - New Portfolio

Carlos Ibarra

Mi Portafolio
Individual Investor
Ranked #315,771 out of 733,238 TipRanks' Investors
Success Rate
49%
414 out of 845
profitable transactions
Average Return
1.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 19.65%
6-Month Return▲ 62.34%
12-Month Return▲ 98.59%
YTD Return▲ 21.81%
Total Return▲ 95.19%

Best Trade

Opened at
Closed at-
Gain▲ 317.60%

Bio

Performance

29.96%0-29.96%
▼ 6.45%
▼ 2.17%
▲ 13.89%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 29.96%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 16.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 27.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 17.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 21.35%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 1.76%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 13.89%
▲ 9.22%▲ 9.13%▲ 29.96%
▲ 5.14%▲ 4.57%▲ 16.16%
▼ 1.87%▲ 1.59%▲ 2.13%
▲ 14.08%▲ 5.22%▲ 27.11%
▲ 5.05%▲ 3.27%▲ 17.23%
▼ 12.40%▼ 4.03%▼ 21.35%
▲ 5.65%▲ 3.02%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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O'Reilly Auto
▲ 2.98%
8
Close
Feb 05, 2024
iShares MSCI Mexico ETF
▲ 1.24%
17
Close
Jan 24, 2024
iShares Latin America 40 ETF
▲ 1.64%
10
Close
Jan 24, 2024
Duke Energy
▼ 0.91%
6
Close
Jan 20, 2024
Chevron
▼ 0.94%
6
Close
Jan 20, 2024
Eli Lilly & Co
▲ 0.67%
13
Close
Jan 20, 2024
Coca Cola Femsa SAB De CV
▲ 4.17%
12
Close
Jan 06, 2024
BlackRock
▲ 0.22%
10
Close
Jan 06, 2024
PepsiCo
▲ 1.09%
6
Close
Jan 06, 2024
Darden Restaurants
▲ 0.62%
4
Close
Jan 06, 2024
Parker Hannifin
▲ 2.31%
6
Close
Jan 06, 2024
American Tower
▲ 0.09%
2
Close
Jan 06, 2024
Qualcomm
▲ 2.10%
2
Close
Jan 06, 2024
Vanguard S&P 500 Growth ETF
3.82%
▲ 13.53%
1
Open
Jan 06, 2024
Vanguard Real Estate ETF
3.32%
▼ 6.49%
1
Open
Jan 06, 2024
Global X Robotics & Artificial Intelligence ETF
4.2%
▲ 12.64%
1
Open
Jan 06, 2024
Accenture
▼ 0.79%
8
Close
Jan 05, 2024
ASML Holding
▼ 3.21%
11
Close
Jan 05, 2024
FedEx
▲ 0.32%
4
Close
Jan 05, 2024
Apple
▼ 1.47%
15
Close
Jan 04, 2024