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New Portfolio Mar 2024 - New Portfolio

William Alarcon

New Portfolio Mar 2024
Individual Investor
Ranked #17,370 out of 820,504 TipRanks' Investors
Success Rate
87%
159 out of 182
profitable transactions
Average Return
22.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.96%
6-Month Return▲ 30.02%
12-Month Return▲ 29.99%
YTD Return▲ 24.36%
Total Return▲ 37.69%

Best Trade

Opened at
Closed at
Gain▲ 232.24%

Bio

Performance

12.51%0-12.51%
▼ 2.29%
▼ 1.27%
▼ 2.60%
Feb 2025
▼ 6.38%
▼ 5.57%
▼ 5.63%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.82%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.46%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.17%
Aug 2025
▲ 12.51%
▲ 3.17%
▲ 5.96%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 2.29%▼ 1.27%▼ 2.60%
▼ 6.38%▼ 5.57%▼ 5.63%
▲ 0.80%▼ 0.87%▲ 0.01%
▲ 11.63%▲ 6.28%▲ 8.82%
▲ 9.25%▲ 5.14%▲ 6.46%
▲ 7.60%▲ 2.30%▲ 3.46%
▲ 2.76%▲ 2.05%▲ 3.17%
▲ 12.51%▲ 3.17%▲ 5.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Portfolio S&P 500 Growth ETF
18.08%
▲ 24.81%
30
Buy
Sep 24, 2025
SPDR Gold Shares
2.06%
▲ 22.39%
3
Buy
Sep 24, 2025
Astera Labs, Inc.
▲ 223.28%
3
Close
Sep 23, 2025
CVS Health
▲ 0.01%
2
Close
Sep 10, 2025
Nvidia
13.85%
▲ 30.69%
10
Buy
Aug 28, 2025
Alphabet Class A
2.38%
▲ 39.38%
5
Buy
Aug 28, 2025
TSMC
3.2%
▲ 52.02%
5
Buy
Aug 27, 2025
Invesco QQQ Trust
5.85%
▲ 17.52%
3
Buy
Aug 11, 2025
PDD Holdings
1.53%
▲ 17.73%
4
Buy
Aug 11, 2025
Advanced Micro Devices
0.95%
▼ 8.41%
2
Buy
Aug 08, 2025
Vanguard Real Estate ETF
▲ 10.24%
2
Close
Jul 31, 2025
Textron
▲ 2.09%
2
Close
Jul 23, 2025
Alibaba
0.7%
▲ 103.66%
3
Buy
Jul 16, 2025
Bank of America
0.61%
▲ 32.37%
3
Buy
Jul 15, 2025
Novo Nordisk
0.33%
▼ 25.30%
2
Buy
Jun 10, 2025
Meta Platforms
4.35%
▲ 34.18%
3
Buy
Jun 03, 2025
HEICO
▲ 25.12%
2
Close
Jun 02, 2025
LPL Financial
1.33%
▲ 10.62%
2
Buy
May 28, 2025
APi Group
▲ 21.40%
3
Close
May 27, 2025
iShares MSCI Peru ETF
▲ 16.72%
3
Close
May 27, 2025