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New Portfolio - New Portfolio

Joel D. Alfano

New Portfolio
Individual Investor
Ranked #361,523 out of 804,349 TipRanks' Investors
Success Rate
45%
26 out of 58
profitable transactions
Average Return
17.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.24%
6-Month Return▲ 0.16%
12-Month Return▼ 27.67%
YTD Return▼ 3.01%
Total Return▲ 634.17%

Best Trade

Opened at
Closed at
Gain▲ 544.50%

Bio

Stocks on growth trends. We seek out securities sesslg for less than their intrinsic value.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 0.37%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.35%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.55%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.69%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.14%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 15.17%
May 2025
▲ 4.72%
▲ 1.37%
▲ 1.52%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 0.37%
▲ 5.10%▼ 2.41%▼ 2.35%
▲ 6.03%▲ 2.69%▲ 2.55%
▼ 12.86%▼ 1.27%▼ 10.49%
▼ 1.80%▼ 5.57%▼ 6.69%
▲ 1.83%▼ 0.87%▼ 3.14%
▲ 12.21%▲ 6.28%▲ 15.17%
▲ 4.72%▲ 1.37%▲ 1.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PetroShale
▲ 228.13%
3
Close
Mar 07, 2025
Vitesse Energy, Inc.
0.27%
▲ 2.80%
1
Open
Mar 07, 2025
Pershing Square Tontine Holdings
▼ 28.66%
2
Close
Jul 25, 2022
Agilent
3.5%
▼ 11.81%
1
Open
Apr 22, 2021
Advance Auto Parts
3.92%
▼ 70.85%
2
Buy
Apr 22, 2021
Novavax
0.95%
▲ 154.16%
4
Open
Apr 22, 2021
Wayfair
3.96%
▼ 82.34%
2
Buy
Jan 18, 2021
Co-Diagnostics
▲ 83.23%
3
Close
Jan 18, 2021
Jefferies
▼ 2.28%
2
Close
Jan 18, 2021
Weidai
0.01%
▼ 99.79%
1
Open
Jan 11, 2021
Arcosa
1.1%
▲ 44.67%
1
Open
Jan 11, 2021
Dexcom
3.92%
▼ 12.57%
1
Open
Jan 11, 2021
Cardinal Health
2.5%
▲ 231.87%
1
Open
Jan 11, 2021
Perion Network
0.1%
▼ 32.34%
1
Open
Jan 11, 2021
Inovio Pharmaceuticals
▲ 81.70%
4
Close
Jan 11, 2021
Radnet
▲ 16.31%
2
Close
Jan 11, 2021
AMC Entertainment
▲ 11.11%
2
Close
Jan 11, 2021
Vir Biotechnology
▼ 17.25%
3
Close
Jan 03, 2021
Johnson & Johnson
▲ 8.18%
2
Close
Jan 03, 2021
Berkshire Hathaway B
▲ 7.47%
2
Close
Jan 03, 2021