Cartera Julio 2022 - New Portfolio

CESAR ARRIOLA

Cartera Julio 2022
Individual Investor
Ranked #77,941 out of 756,193 TipRanks' Investors
Success Rate
67%
207 out of 308
profitable transactions
Average Return
7.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.41%
6-Month Return▼ 1.27%
12-Month Return▲ 25.25%
YTD Return▲ 13.27%
Total Return▲ 83.90%

Best Trade

Opened at
Closed at
Gain▲ 97.48%

Bio

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

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.02%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.37%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.33%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.36%
Aug 2024
▼ 7.75%
▼ 2.64%
▼ 2.19%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 10.51%
▲ 5.05%▲ 3.27%▲ 2.81%
▼ 12.40%▼ 4.03%▼ 2.02%
▲ 11.46%▲ 5.06%▲ 1.66%
▼ 2.25%▲ 3.53%▼ 4.37%
▲ 25.76%▲ 1.21%▲ 1.33%
▼ 4.21%▲ 2.34%▲ 5.36%
▼ 7.75%▼ 2.64%▼ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
4.44%
▲ 3.12%
10
Buy
Aug 31, 2024
Qualcomm
3.57%
▼ 5.22%
12
Buy
Aug 16, 2024
Alphabet Class A
4.6%
▲ 1.00%
7
Buy
Aug 16, 2024
Starbucks
14.87%
▲ 12.60%
14
Sell
Aug 16, 2024
Mondelez International
▲ 1.21%
2
Close
Aug 16, 2024
Johnson & Johnson
▼ 2.16%
12
Close
Aug 10, 2024
Merck & Company
▲ 23.72%
12
Close
Aug 10, 2024
Petroleo Brasileiro SA- Petrobras
8.09%
▲ 4.27%
9
Buy
Aug 10, 2024
Advanced Micro Devices
5.85%
▲ 10.21%
9
Open
Aug 10, 2024
Coinbase Global
7.17%
▲ 41.97%
13
Buy
Aug 10, 2024
Applied Materials
5.53%
▲ 1.39%
3
Open
Aug 10, 2024
Bristol-Myers Squibb
▼ 3.51%
2
Close
Aug 10, 2024
Vista Oil & Gas SAB de CV
▲ 26.97%
7
Close
Aug 02, 2024
Schlumberger
▲ 5.99%
10
Close
Aug 02, 2024
The Hershey Company
▲ 5.46%
6
Close
Aug 02, 2024
JD
▼ 8.85%
5
Close
Aug 02, 2024
Cisco Systems
▼ 3.12%
13
Close
Jul 22, 2024
Halliburton
▼ 1.80%
8
Close
Jul 22, 2024
Bitfarms
3.92%
▼ 30.90%
1
Open
Jul 22, 2024
Block
1.96%
▼ 7.14%
1
Open
Jul 22, 2024