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****6542 - New Portfolio

Alexander Contreras

****6542
Individual Investor
Ranked #83,774 out of 822,855 TipRanks' Investors
Success Rate
75%
192 out of 257
profitable transactions
Average Return
10.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.06%
6-Month Return▲ 15.09%
12-Month Return▲ 3.38%
YTD Return▲ 7.71%
Total Return▲ 28.18%

Best Trade

Opened at
Closed at-
Gain▲ 102.57%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.09%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.09%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.57%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.59%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.17%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.83%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.22%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 2.22%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.09%
▲ 0.80%▼ 0.87%▼ 2.09%
▲ 11.63%▲ 6.28%▲ 2.57%
▲ 9.25%▲ 5.14%▲ 3.59%
▲ 7.60%▲ 2.30%▲ 0.17%
▲ 2.76%▲ 2.05%▲ 3.83%
▲ 12.88%▲ 3.56%▲ 1.22%
▲ 0.54%▼ 1.98%▼ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
▼ 5.73%
10
Close
Sep 21, 2023
PepsiCo
▼ 0.82%
7
Close
Sep 21, 2023
Vanguard Dividend Appreciation ETF
13.42%
▲ 39.88%
17
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
13.96%
▲ 6.55%
13
Buy
Sep 21, 2023
Altria Group
▼ 6.39%
5
Close
Sep 21, 2023
Vanguard High Dividend Yield Index ETF
5.77%
▲ 26.33%
9
Buy
Sep 21, 2023
Johnson & Johnson
▼ 0.01%
8
Close
Apr 27, 2023
Microsoft
▲ 9.96%
7
Sell
Apr 27, 2023
Procter & Gamble
▲ 6.69%
8
Close
Apr 27, 2023
UnitedHealth
▼ 1.11%
6
Close
Apr 27, 2023
Lockheed Martin
▲ 0.36%
4
Close
Apr 27, 2023
iShares International Select Dividend ETF
2.03%
▲ 28.63%
8
Buy
Apr 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.9%
▲ 34.02%
10
Buy
Apr 22, 2023
WisdomTree Emerging Markets High Dividend Fund
1.41%
▲ 17.02%
8
Buy
Apr 22, 2023
WisdomTree U.S. MidCap Dividend Fund
1.04%
▲ 18.38%
7
Buy
Apr 22, 2023
Vanguard Value ETF
1.72%
▲ 35.54%
5
Buy
Apr 22, 2023
Vanguard S&P 500 ETF
1.75%
▲ 65.41%
5
Buy
Apr 22, 2023
Vanguard Growth ETF
1.88%
▲ 97.75%
5
Buy
Apr 22, 2023
Vanguard FTSE Emerging Markets ETF
1.14%
▲ 33.72%
5
Buy
Apr 22, 2023
Vanguard FTSE Developed Markets ETF
3.11%
▲ 35.83%
6
Buy
Apr 22, 2023