New Portfolio - New Portfolio

Alvin Rene Ortega

New Portfolio
Individual Investor
Ranked #101,330 out of 748,626 TipRanks' Investors
Success Rate
60%
99 out of 164
profitable transactions
Average Return
13.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.10%
6-Month Return▲ 35.35%
12-Month Return-
YTD Return▲ 29.64%
Total Return▲ 56.84%

Best Trade

Opened at
Closed at-
Gain▲ 203.77%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 5.12%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.72%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 19.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.81%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 18.41%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.12%
▼ 1.87%▲ 1.59%▼ 4.72%
▲ 14.08%▲ 5.22%▲ 19.34%
▲ 5.05%▲ 3.27%▼ 0.04%
▼ 12.40%▼ 4.03%▼ 10.35%
▲ 11.46%▲ 5.06%▲ 11.71%
▼ 2.25%▲ 3.53%▼ 3.81%
▲ 24.77%▼ 1.07%▲ 18.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lufax Holding
0.16%
▲ 100.81%
3
Sell
Jul 16, 2024
Alibaba
0.71%
▲ 0.79%
4
Sell
Jul 16, 2024
ServiceNow
2.31%
▲ 24.38%
4
Sell
Jul 16, 2024
Coca-Cola Bottling Co Consolidated
1.05%
▲ 32.42%
2
Buy
Jul 16, 2024
Riot Platforms
0.31%
▼ 30.37%
4
Buy
Jul 16, 2024
Coinbase Global
1.81%
▲ 14.92%
2
Buy
Jul 16, 2024
IAC/InteractiveCorp.
0.1%
▼ 11.14%
2
Sell
Jul 16, 2024
Wix
0.29%
▲ 4.25%
3
Sell
Jul 16, 2024
Apogee Therapeutics, Inc.
0.14%
▼ 25.41%
3
Sell
Jul 16, 2024
Evolus
0.02%
▼ 2.57%
2
Sell
Jul 16, 2024
Enphase Energy
1.78%
▲ 0.02%
2
Sell
Jul 16, 2024
PDD Holdings
1.95%
▼ 15.55%
2
Sell
Jul 16, 2024
Lululemon Athletica
▼ 2.66%
2
Close
Jul 16, 2024
Cedar Fair
▲ 24.38%
2
Close
Jul 01, 2024
Six Flags
0.00%
1
Close
Jul 01, 2024
Rocket Lab USA
2.01%
▲ 6.92%
1
Open
Jun 19, 2024
SoundHound AI, Inc Class A
4.76%
▲ 111.69%
4
Buy
Jun 13, 2024
Sunnova Energy International
0.75%
▼ 4.57%
7
Buy
Jun 12, 2024
Bitfarms
1%
▲ 14.67%
1
Open
May 30, 2024
Viking Therapeutics
0%
▲ 4.69%
1
Open
May 30, 2024