tiprankstipranks

Test 1_Beat the market - New Portfolio

Jean M Huaman Fiallega

Test 1_Beat the market
Individual Investor
Ranked #98,857 out of 730,435 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
18.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.85%
6-Month Return▲ 19.83%
12-Month Return▲ 21.79%
YTD Return▲ 5.87%
Total Return▲ 30.34%

Best Trade

Opened at
Closed at-
Gain▲ 86.10%

Bio

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 4.35%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.76%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.64%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 2.00%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.35%
▼ 6.45%▼ 2.17%▼ 2.76%
▲ 9.22%▲ 9.13%▲ 8.26%
▲ 5.14%▲ 4.57%▲ 4.32%
▼ 1.87%▲ 1.59%▲ 0.71%
▲ 14.08%▲ 5.22%▲ 3.50%
▲ 5.05%▲ 3.27%▲ 3.64%
▼ 18.13%▼ 3.38%▼ 2.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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PDC Energy
▲ 5.20%
2
Close
Aug 04, 2023
Chevron
2.05%
▲ 7.00%
1
Open
Aug 04, 2023
Qualys
2.27%
▲ 47.20%
1
Open
May 06, 2023
Rollins
0.6%
▲ 7.73%
1
Open
May 06, 2023
Visa
0.11%
▲ 18.50%
1
Open
Apr 14, 2023
iShares MSCI China ETF
▼ 11.76%
2
Close
Mar 11, 2023
Coca Cola Femsa SAB De CV
4.43%
▲ 47.25%
1
Open
Jan 19, 2023
Newmont Mining
▲ 25.43%
2
Close
Jan 11, 2023
Apple
▼ 6.70%
2
Close
Jan 09, 2023
Lincoln Electric Holdings
0.96%
▲ 50.24%
1
Open
Jan 09, 2023
Humana
▼ 7.83%
2
Close
Dec 27, 2022
Marathon Oil
▲ 0.87%
2
Close
Nov 30, 2022
Workday
2.68%
▲ 74.80%
2
Buy
Nov 16, 2022
Natural Gas Services Group
▼ 3.54%
2
Close
Nov 16, 2022
Procter & Gamble
2.15%
▲ 23.67%
1
Open
Nov 07, 2022
Mosaic Co
▼ 8.30%
2
Close
Nov 04, 2022
ASML Holding
▼ 1.14%
2
Close
Nov 04, 2022
Lockheed Martin
4.1%
▼ 0.36%
1
Open
Nov 01, 2022
FMC
4.16%
▼ 49.57%
1
Open
Nov 01, 2022
Baker Hughes Company
11.69%
▲ 25.08%
1
Open
Oct 31, 2022