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LadyDee - New Portfolio

Desiree Andrea Robledo

LadyDee
Individual Investor
Ranked #391,783 out of 804,384 TipRanks' Investors
Success Rate
53%
9 out of 17
profitable transactions
Average Return
5.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.74%
6-Month Return▼ 0.10%
12-Month Return-
YTD Return▲ 1.79%
Total Return▲ 11.64%

Best Trade

Opened at
Closed at-
Gain▲ 76.61%

Bio

The Diversity Fund

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 14.45%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 0.78%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.73%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.35%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.73%
May 2025
▲ 4.39%
▲ 1.37%
▲ 1.92%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 14.45%
▲ 5.10%▼ 2.41%▼ 0.78%
▲ 6.03%▲ 2.69%▲ 2.79%
▼ 12.86%▼ 1.27%▼ 3.71%
▼ 1.80%▼ 5.57%▼ 7.73%
▲ 1.83%▼ 0.87%▼ 0.35%
▲ 12.21%▲ 6.28%▲ 9.73%
▲ 4.39%▲ 1.37%▲ 1.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.47%
▼ 13.07%
2
Buy
Jan 19, 2025
C3ai
1.88%
▼ 20.12%
2
Buy
Jan 19, 2025
Alphabet Class C
16.92%
▼ 8.19%
2
Buy
Jan 19, 2025
International Business Machines
27.55%
▲ 43.06%
2
Buy
Jan 19, 2025
Microsoft
28.03%
▲ 10.81%
2
Buy
Jan 19, 2025
Nvidia
14.15%
▲ 11.73%
2
Buy
Jan 19, 2025
Amazon
0%
▲ 16.42%
1
Open
Jul 22, 2024
Baidu
0%
▼ 8.38%
1
Open
Jul 22, 2024
Dutch Bros Inc
0%
▲ 76.61%
1
Open
Jul 22, 2024
Salesforce
0%
▲ 2.73%
1
Open
Jul 22, 2024
Intel
0%
▼ 35.19%
1
Open
Jul 22, 2024