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New Portfolio Feb 2023 - New Portfolio
albert alonzo
New Portfolio Feb 2023Individual Investor
Ranked #179,856 out of 822,855 TipRanks' Investors
Success Rate
9 out of 12
profitable transactions
profitable transactions
Average Return
69.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.76%
6-Month Return▲ 13.44%
12-Month Return▲ 8.94%
YTD Return▲ 4.95%
Total Return▲ 70.25%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.06%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.89%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.41%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.92%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.68%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.56%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.27%
Oct 2025
▼ 6.38%▼ 5.57%▼ 4.06%
▲ 0.80%▼ 0.87%▼ 3.89%
▲ 11.63%▲ 6.28%▲ 1.41%
▲ 9.25%▲ 5.14%▲ 4.92%
▲ 7.60%▲ 2.30%▲ 0.50%
▲ 2.76%▲ 2.05%▲ 6.68%
▲ 12.88%▲ 3.56%▲ 5.56%
▲ 0.54%▼ 1.98%▼ 1.27%
Recent Activity
Verizon
―
▼ 1.71%
2
Close
Feb 23, 2023
Amazon
9.42%
▲ 119.81%
3
Sell
Feb 21, 2023
Alphabet Class A
10.3%
▲ 152.03%
3
Sell
Feb 21, 2023
UnitedHealth
15.44%
▼ 25.00%
3
Sell
Feb 21, 2023
Microsoft
22.25%
▲ 97.63%
3
Sell
Feb 21, 2023
Apple
10.68%
▲ 62.80%
2
Sell
Feb 21, 2023
Schwab US Dividend Equity ETF
3.47%
▲ 14.58%
2
Sell
Feb 21, 2023
SPDR S&P 500 ETF Trust
28.44%
▲ 69.72%
1
Open
Feb 21, 2023