New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #227,610 out of 748,626 TipRanks' Investors
Success Rate
55%
120 out of 217
profitable transactions
Average Return
4.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.56%
6-Month Return▲ 11.74%
12-Month Return▲ 23.04%
YTD Return▲ 14.33%
Total Return▲ 38.80%

Best Trade

Opened at
Closed at
Gain▲ 139.70%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 3.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.71%
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
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.09%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 1.24%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.88%
▼ 1.87%▲ 1.59%▲ 1.71%
▲ 14.08%▲ 5.22%▲ 3.68%
▲ 5.05%▲ 3.27%▲ 4.29%
▼ 12.40%▼ 4.03%▼ 2.93%
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▲ 1.09%
▲ 24.77%▼ 1.07%▲ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
▲ 22.86%
2
Close
Mar 22, 2024
International Business Machines
0%
▲ 3.37%
3
Open
Jan 23, 2024
Berkshire Hathaway B
0%
▲ 6.10%
5
Open
Jan 23, 2024
Walt Disney
0%
▲ 3.06%
3
Open
Jan 23, 2024
CVS Health
0%
▼ 20.26%
1
Open
Jan 23, 2024
Lam Research
0%
▲ 6.90%
1
Open
Jan 23, 2024
Cognizant
0%
▼ 4.28%
1
Open
Jan 23, 2024
Prologis
0%
▼ 5.23%
1
Open
Jan 23, 2024
3M
0%
▲ 31.73%
1
Open
Jan 23, 2024
YPF Sociedad Anonima
0%
▲ 24.64%
1
Open
Jan 23, 2024
Honeywell International
0%
▲ 0.84%
1
Open
Jan 23, 2024
Coca-Cola
0%
▲ 0.46%
6
Open
Jan 21, 2024