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New Portfolio - New Portfolio

Erick herrera

New Portfolio
Individual Investor
Ranked #243,901 out of 736,444 TipRanks' Investors
Success Rate
60%
3 out of 5
profitable transactions
Average Return
32.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.28%
6-Month Return▲ 63.28%
12-Month Return▲ 133.47%
YTD Return▲ 50.05%
Total Return▼ 14.21%

Best Trade

Opened at
Closed at-
Gain▲ 202.36%

Bio

Portfolio base on Value and Momentum.

Performance

18.33%0-18.33%
▼ 6.45%
▼ 2.17%
▲ 10.21%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.10%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.82%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 6.37%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 4.97%
Apr 2024
▲ 10.52%
▲ 5.47%
▲ 18.33%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 10.21%
▲ 9.22%▲ 9.13%▲ 14.10%
▲ 5.14%▲ 4.57%▲ 10.82%
▼ 1.87%▲ 1.59%▲ 6.37%
▲ 14.08%▲ 5.22%▲ 5.15%
▲ 5.05%▲ 3.27%▲ 8.01%
▼ 12.40%▼ 4.03%▲ 4.97%
▲ 10.52%▲ 5.47%▲ 18.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Caterpillar
39.77%
▲ 78.47%
1
Open
Nov 05, 2021
Silvergate Capital
0.07%
▼ 99.70%
1
Open
Nov 05, 2021
Amgen
34.87%
▲ 56.29%
1
Open
Nov 05, 2021
Dell Technologies
18.26%
▲ 202.36%
1
Open
Nov 05, 2021
PayPal Holdings
7.03%
▼ 72.70%
1
Open
Nov 05, 2021