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Cartera Julio 2022 - New Portfolio

CESAR ARRIOLA

Cartera Julio 2022
Individual Investor
Ranked #47,969 out of 732,069 TipRanks' Investors
Success Rate
69%
172 out of 248
profitable transactions
Average Return
9.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.45%
6-Month Return▲ 23.19%
12-Month Return▲ 43.44%
YTD Return▲ 10.01%
Total Return▲ 78.61%

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
▲ 6.24%
▲ 1.85%
▼ 1.40%
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%
▲ 6.24%▲ 1.85%▼ 1.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Halliburton
▼ 4.71%
3
Close
May 04, 2024
Starbucks
9.52%
▼ 15.78%
10
Buy
May 03, 2024
Diageo
▼ 3.01%
4
Close
May 03, 2024
Applied Materials
5.31%
0.00%
1
Open
May 03, 2024
Meta Platforms
3.44%
0.00%
1
Open
May 03, 2024
Nike
8.8%
▼ 4.78%
14
Buy
Apr 20, 2024
Ternium SA
▲ 6.04%
5
Close
Apr 20, 2024
Cisco Systems
7.36%
▼ 4.55%
8
Buy
Apr 20, 2024
UnitedHealth
13.22%
▲ 3.58%
7
Buy
Apr 14, 2024
Coinbase Global
▲ 71.66%
10
Close
Mar 16, 2024
PepsiCo
4.84%
▲ 5.78%
2
Buy
Mar 16, 2024
Alphabet Class A
▲ 6.28%
5
Close
Mar 05, 2024
The Hershey Company
6.38%
▲ 6.57%
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
Vista Oil & Gas SAB de CV
6.75%
▲ 33.13%
6
Buy
Dec 28, 2023
XP
▼ 1.61%
2
Close
Dec 28, 2023
Mercadolibre
▲ 12.23%
5
Close
Dec 23, 2023
Nvidia
▲ 24.58%
10
Close
Dec 23, 2023