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Individual - New Portfolio

Brian Hernandez

Individual
Individual Investor
Ranked #129,146 out of 799,340 TipRanks' Investors
Success Rate
65%
13 out of 20
profitable transactions
Average Return
53.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.74%
6-Month Return▼ 5.07%
12-Month Return▼ 10.53%
YTD Return▼ 3.87%
Total Return▲ 20.75%

Best Trade

Opened at
Closed at-
Gain▲ 837.26%

Bio

Beginner trying to invest for retirement.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.01%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 0.23%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.54%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 0.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.45%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.82%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 3.32%
Apr 2025
▲ 12.36%
▲ 5.96%
▲ 6.73%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.01%
▲ 25.97%▲ 5.96%▲ 0.23%
▲ 5.41%▼ 2.41%▼ 3.54%
▲ 6.02%▲ 2.69%▼ 0.46%
▼ 12.86%▼ 1.27%▲ 0.45%
▼ 1.80%▼ 5.57%▼ 6.82%
▲ 1.74%▼ 0.87%▼ 3.32%
▲ 12.36%▲ 5.96%▲ 6.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Warburg Pincus Capital I-A
▲ 0.45%
2
Sell
Jan 14, 2023
CNH Industrial
2.81%
▼ 23.59%
1
Buy
Jan 13, 2023
Philip Morris
17.29%
▲ 61.67%
1
Buy
Jan 13, 2023
TSMC
20.53%
▲ 140.24%
1
Buy
Jan 09, 2023
SentinelOne
2.13%
▲ 49.04%
1
Buy
Jan 09, 2023
Chevron
0.8%
▼ 20.20%
1
Buy
Jan 06, 2023
Quest Diagnostics
1.11%
▲ 11.05%
1
Buy
Jan 06, 2023
Walmart
2.04%
▲ 98.75%
1
Buy
Jan 06, 2023
Lowe's
1.15%
▲ 14.86%
1
Buy
Jan 06, 2023
McDonald's
1.16%
▲ 16.00%
1
Buy
Jan 06, 2023
Nvidia
9.42%
▲ 837.26%
1
Buy
Jan 06, 2023
Kandi Technologies
0.54%
▼ 54.15%
1
Buy
Jan 06, 2023
Hercules Capital
3.72%
▲ 31.64%
1
Buy
Jan 06, 2023
ASE Technology Holding Co
10.74%
▲ 61.36%
1
Buy
Jan 06, 2023
Commercial Metals Company
10.09%
▲ 9.64%
1
Buy
Jan 06, 2023
SkyWater Technology
4.35%
▲ 13.17%
1
Buy
Jan 05, 2023
LXP Industrial Trust
3.46%
▼ 19.37%
1
Buy
Jan 05, 2023
Comcast
7.29%
▼ 1.12%
1
Buy
Jan 05, 2023
Expion360, Inc.
0.01%
▼ 99.56%
1
Buy
Dec 28, 2022
Rackspace Technology
1.35%
▼ 56.31%
1
Buy
Dec 23, 2022