tiprankstipranks

****1570 - New Portfolio

Ivan Restrepo

****1570
Individual Investor
Ranked #323,790 out of 728,988 TipRanks' Investors
Success Rate
42%
42 out of 100
profitable transactions
Average Return
-0.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.87%
6-Month Return▲ 15.19%
12-Month Return▲ 11.34%
YTD Return▲ 0.55%
Total Return▲ 30.54%

Best Trade

Opened at
Closed at-
Gain▲ 177.60%

Bio

Passive income with a little bit of growth sprinkled in.

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 3.92%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.75%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.21%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.54%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.47%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 3.98%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.92%
▼ 6.45%▼ 2.17%▼ 0.75%
▲ 9.22%▲ 9.13%▲ 9.21%
▲ 5.14%▲ 4.57%▲ 4.79%
▼ 1.87%▲ 1.59%▼ 0.54%
▲ 14.08%▲ 5.22%▲ 2.75%
▲ 5.05%▲ 3.27%▲ 2.47%
▼ 24.17%▼ 4.31%▼ 3.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Upstart Holdings
▼ 72.82%
2
Close
Aug 20, 2022
VanEck Intermediate Muni ETF
0.83%
▼ 6.04%
5
Buy
Aug 20, 2022
Vanguard Intermediate-Term Corporate Bond ETF
0.8%
▼ 11.40%
5
Buy
Aug 20, 2022
Vanguard Intermediate-Term Treasury ETF
0.81%
▼ 11.07%
4
Buy
Aug 20, 2022
Verizon
1.73%
▼ 21.54%
5
Buy
Aug 20, 2022
Yum! Brands
1.99%
▲ 14.11%
3
Buy
Aug 20, 2022
McDonald's
2%
▲ 10.41%
4
Buy
Aug 20, 2022
AT&T
1.74%
▼ 16.91%
4
Buy
Aug 20, 2022
Walmart
▼ 0.82%
3
Close
Aug 20, 2022
Target
▼ 13.66%
2
Close
Aug 20, 2022
Microsoft
3.37%
▲ 13.24%
4
Buy
Aug 20, 2022
Apple
2.3%
▲ 7.22%
3
Buy
Aug 20, 2022
JPMorgan Equity Premium Income ETF
2.55%
▼ 7.38%
5
Buy
Aug 20, 2022
Realty Income
1.79%
▼ 24.07%
3
Buy
Aug 20, 2022
Costco
▲ 7.50%
2
Close
Aug 20, 2022
iShares International Select Dividend ETF
3.64%
▼ 10.97%
4
Buy
Aug 20, 2022
iShares Core S&P Small Cap ETF
▼ 1.59%
3
Close
Aug 20, 2022
iShares Core High Dividend ETF
4.06%
▲ 4.18%
5
Buy
Aug 20, 2022
iShares Core S&P 500 ETF
4.66%
▲ 15.17%
3
Buy
Aug 20, 2022
Invesco Global Water ETF
4.6%
▲ 9.44%
3
Buy
Aug 20, 2022