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****2223 - New Portfolio

Berny Cuevas

****2223
Individual Investor
Ranked #536,675 out of 821,418 TipRanks' Investors
Success Rate
30%
3 out of 10
profitable transactions
Average Return
-1.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.96%
6-Month Return▲ 11.68%
12-Month Return▼ 4.51%
YTD Return▼ 1.35%
Total Return▲ 20.29%

Best Trade

Opened at
Closed at-
Gain▲ 91.59%

Bio

I will be investi ??

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 4.21%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 4.51%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 1.21%
May 2025
▲ 2.59%
▲ 5.14%
▲ 5.57%
Jun 2025
▲ 22.60%
▲ 2.30%
▼ 3.65%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 2.45%
Aug 2025
▲ 6.01%
▲ 3.56%
▼ 1.11%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 1.06%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 4.21%
▼ 3.50%▼ 0.87%▼ 4.51%
▲ 7.77%▲ 6.28%▲ 1.21%
▲ 2.59%▲ 5.14%▲ 5.57%
▲ 22.60%▲ 2.30%▼ 3.65%
▼ 1.95%▲ 2.05%▲ 2.45%
▲ 6.01%▲ 3.56%▼ 1.11%
▲ 1.27%▲ 0.45%▲ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
30.94%
▼ 0.45%
3
Buy
May 05, 2025
Global X Robotics & Artificial Intelligence ETF
▼ 14.12%
2
Sell
Apr 10, 2025
Nvidia
▼ 22.93%
2
Sell
Apr 10, 2025
Novo Nordisk
▼ 48.59%
2
Close
Apr 10, 2025
Chipotle
11.78%
▼ 30.85%
2
Sell
Apr 09, 2025
Exxon Mobil
31.96%
▲ 6.10%
2
Buy
Dec 07, 2023
Cardinal Health
21.79%
▲ 91.59%
1
Buy
Apr 17, 2023