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Individual - Youth Account - New Portfolio

Alex de la Cuesta

Individual - Youth Account
Individual Investor
Ranked #236,179 out of 822,855 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
17.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.83%
6-Month Return▲ 45.13%
12-Month Return▲ 14.64%
YTD Return▲ 32.12%
Total Return▲ 51.59%

Best Trade

Opened at
Closed at-
Gain▲ 43.75%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.02%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 12.10%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 12.04%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.22%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.98%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 10.70%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 12.00%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 7.19%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.02%
▲ 0.80%▼ 0.87%▼ 12.10%
▲ 11.63%▲ 6.28%▲ 12.04%
▲ 9.25%▲ 5.14%▲ 4.22%
▲ 7.60%▲ 2.30%▲ 2.98%
▲ 2.76%▲ 2.05%▲ 10.70%
▲ 12.88%▲ 3.56%▲ 12.00%
▲ 0.54%▼ 1.98%▼ 7.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Large Cap Core Enhanced Index Fund
▲ 4.51%
4
Sell
Jul 18, 2023
Fidelity MSCI Energy Index ETF
▲ 25.33%
4
Close
Jul 18, 2023
Valero Energy
98.08%
▲ 30.52%
5
Buy
Jul 18, 2023
Fidelity Select Biotechnology Pt
▲ 42.16%
1
Buy
Jul 18, 2023
Jakks Pacific
▲ 5.27%
2
Close
Sep 10, 2022
Fidelity Total Bond ETF
▼ 3.32%
2
Close
Sep 10, 2022
Air Transport Services
▼ 9.13%
2
Sell
Sep 10, 2022