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****6542 - New Portfolio

Alexander Contreras

****6542
Individual Investor
Ranked #61,955 out of 799,733 TipRanks' Investors
Success Rate
74%
189 out of 257
profitable transactions
Average Return
7.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.67%
6-Month Return▼ 1.15%
12-Month Return▲ 5.51%
YTD Return▲ 2.04%
Total Return▲ 21.43%

Best Trade

Opened at
Closed at-
Gain▲ 78.84%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.38%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.56%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.09%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 3.53%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.07%
▲ 25.97%▲ 5.96%▲ 3.38%
▲ 5.41%▼ 2.41%▼ 5.56%
▲ 6.02%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▲ 0.95%
▼ 1.80%▼ 5.57%▼ 3.09%
▲ 1.76%▼ 0.87%▼ 2.03%
▲ 14.92%▲ 7.15%▲ 3.53%

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
12.92%
▲ 30.99%
17
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
14.38%
▲ 6.79%
13
Buy
Sep 21, 2023
Altria Group
▼ 6.39%
5
Close
Sep 21, 2023
Vanguard High Dividend Yield Index ETF
5.61%
▲ 19.42%
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
1.93%
▲ 18.78%
8
Buy
Apr 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.37%
▲ 24.96%
10
Buy
Apr 22, 2023
WisdomTree Emerging Markets High Dividend Fund
1.44%
▲ 16.44%
8
Buy
Apr 22, 2023
WisdomTree U.S. MidCap Dividend Fund
1.07%
▲ 18.69%
7
Buy
Apr 22, 2023
Vanguard Value ETF
1.68%
▲ 28.30%
5
Buy
Apr 22, 2023
Vanguard S&P 500 ETF
1.63%
▲ 50.47%
5
Buy
Apr 22, 2023
Vanguard Growth ETF
1.7%
▲ 74.59%
5
Buy
Apr 22, 2023
Vanguard FTSE Emerging Markets ETF
1.07%
▲ 21.47%
5
Buy
Apr 22, 2023
Vanguard FTSE Developed Markets ETF
2.94%
▲ 25.09%
6
Buy
Apr 22, 2023