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Rosahermosa - New Portfolio

Carlos Ibarra

Rosahermosa
Individual Investor
Ranked #223,512 out of 730,653 TipRanks' Investors
Success Rate
54%
108 out of 202
profitable transactions
Average Return
4.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.63%
6-Month Return▲ 24.16%
12-Month Return▲ 21.15%
YTD Return▲ 10.99%
Total Return▲ 24.33%

Best Trade

Opened at
Closed at
Gain▲ 93.05%

Bio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 3.27%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.00%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.93%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 2.00%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.63%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.74%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 4.59%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.27%
▼ 6.45%▼ 2.17%▼ 5.00%
▲ 9.22%▲ 9.13%▲ 10.93%
▲ 5.14%▲ 4.57%▼ 2.00%
▼ 1.87%▲ 1.59%▲ 2.63%
▲ 14.08%▲ 5.22%▲ 11.41%
▲ 5.05%▲ 3.27%▲ 1.74%
▼ 11.79%▼ 2.83%▼ 4.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 5.63%
7
Close
Apr 12, 2024
USD Coin
▼ 0.05%
6
Close
Mar 10, 2024
Mondelez International
▲ 5.03%
8
Close
Feb 23, 2024
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
▲ 3.05%
9
Close
Feb 23, 2024
Morgan Stanley
▼ 6.87%
3
Close
Feb 05, 2024
Vanguard Short-Term Inflation-Protected Securities ETF
▲ 1.03%
4
Close
Jan 20, 2024
Vanguard Total International Stock ETF
▼ 1.86%
2
Close
Jan 20, 2024
Globalstar
0.00%
2
Close
Jan 10, 2024
Lloyds Banking
▼ 0.44%
2
Close
Jan 10, 2024
First Trust Rising Dividend Achievers ETF
▲ 0.16%
2
Close
Jan 09, 2024
Schwab Fundamental US Large Co. Index ETF
▲ 0.72%
2
Close
Jan 09, 2024
Amazon
2.52%
▲ 6.11%
5
Open
Jan 06, 2024
Vanguard Total Bond Market ETF
2.47%
▼ 2.07%
3
Open
Jan 06, 2024
Invesco Senior Income Trust
4.79%
▲ 3.97%
3
Open
Jan 06, 2024
McDonald's
▲ 0.07%
2
Close
Jan 06, 2024
Home Depot
▲ 1.09%
4
Close
Jan 06, 2024
Fomento Economico Mexicano
▲ 0.18%
5
Close
Jan 06, 2024
Deere
▼ 0.32%
2
Close
Jan 06, 2024
Equinix
▼ 0.26%
2
Close
Jan 06, 2024
Union Pacific
▼ 0.18%
2
Close
Jan 06, 2024