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New Portfolio Feb 2023 - New Portfolio
albert alonzo
New Portfolio Feb 2023Individual Investor
Ranked #162,436 out of 799,702 TipRanks' Investors
Success Rate
9 out of 12
profitable transactions
profitable transactions
Average Return
45.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.62%
6-Month Return▼ 9.70%
12-Month Return▼ 2.50%
YTD Return▼ 11.00%
Total Return▲ 44.37%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.30%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.65%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 0.67%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.72%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.06%
Mar 2025
▲ 1.73%
▼ 0.87%
▼ 3.66%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 0.58%
May 2025
▲ 9.99%▼ 0.89%▼ 1.30%
▲ 25.97%▲ 5.96%▲ 5.65%
▲ 5.41%▼ 2.41%▼ 0.67%
▲ 6.02%▲ 2.69%▲ 3.73%
▼ 12.86%▼ 1.27%▼ 7.72%
▼ 1.80%▼ 5.57%▼ 4.06%
▲ 1.73%▼ 0.87%▼ 3.66%
▲ 14.05%▲ 6.48%▲ 0.58%
Recent Activity
Verizon
―
▼ 1.71%
2
Close
Feb 23, 2023
Amazon
10.26%
▲ 108.86%
3
Sell
Feb 21, 2023
Alphabet Class A
8.3%
▲ 76.68%
3
Sell
Feb 21, 2023
UnitedHealth
14.57%
▼ 39.06%
3
Sell
Feb 21, 2023
Microsoft
22.68%
▲ 75.42%
3
Sell
Feb 21, 2023
Apple
10.55%
▲ 40.07%
2
Sell
Feb 21, 2023
Schwab US Dividend Equity ETF
3.98%
▲ 12.64%
2
Sell
Feb 21, 2023
SPDR S&P 500 ETF Trust
29.66%
▲ 53.55%
1
Open
Feb 21, 2023