New Portfolio - New Portfolio

Ramon Perez

New Portfolio
Individual Investor
Ranked #10,401 out of 627,499 TipRanks' Investors
Success Rate
77%
108 out of 140
profitable transactions
Average Return
7.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.76%
6-Month Return▲ 11.02%
12-Month Return▼ 12.29%
YTD Return▼ 1.69%
Total Return▲ 37.34%

Best Trade

Opened at
Closed at-
Gain▲ 36.88%

Bio

Low risk stocks. low p/e, Beta not higher than 1.75, Buy these stocks only in their lows 52 week average and looking for dividends since I average 2 yrs buys or sells on my stocks. I definitly use my max margin available. Buy only calls in a 10%

Performance

21.21%0-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 5.22%▼ 4.08%▲ 2.84%
▼ 14.21%▼ 9.24%▼ 8.59%
▼ 2.92%▲ 8.13%▲ 14.40%
▲ 6.21%▲ 5.56%▲ 0.41%
▼ 11.62%▼ 5.76%▼ 0.68%
▲ 21.21%▲ 6.29%▼ 0.19%
▼ 2.73%▼ 2.51%▲ 2.09%
▲ 3.82%▲ 0.25%▼ 3.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Altria Group
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125
Buy
Jan 23, 2023
Paramount Global Class B
▼ 1.29%
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Close
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0.33%
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Open
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Apple
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Close
Mar 17, 2021
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▲ 2.91%
6
Close
Dec 22, 2020