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Brokerage Account - 1381 - New Portfolio

Edgar Santana

Brokerage Account - 1381
Individual Investor
Ranked #367,988 out of 732,094 TipRanks' Investors
Success Rate
36%
59 out of 164
profitable transactions
Average Return
-6.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.98%
6-Month Return▲ 12.41%
12-Month Return▲ 22.42%
YTD Return▼ 0.42%
Total Return▼ 14.33%

Best Trade

Opened at
Closed at-
Gain▲ 180.75%

Bio

i trade off this portfolio, risk manage and transfer my gains into what i call my buy and hold. I'm trying to build a strong dividend portfolio with minor day trading, mostly swing trading or position trading.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.51%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.89%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.91%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.18%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 1.55%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.44%
▲ 9.22%▲ 9.13%▲ 9.51%
▲ 5.14%▲ 4.57%▲ 8.89%
▼ 1.87%▲ 1.59%▼ 1.91%
▲ 14.08%▲ 5.22%▲ 8.30%
▲ 5.05%▲ 3.27%▼ 0.55%
▼ 12.40%▼ 4.03%▼ 7.18%
▲ 7.64%▲ 1.85%▲ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Global X Cannabis ETF
▼ 84.21%
3
Close
Feb 16, 2024
Twitter
▲ 5.19%
6
Close
Oct 27, 2022
Zynga
▲ 8.84%
7
Close
May 20, 2022
Take-Two
0.64%
▲ 25.63%
1
Buy
May 20, 2022
Warner Bros
1.68%
▼ 67.84%
1
Buy
Apr 12, 2022
AGNC Investment
0.05%
▼ 12.78%
2
Buy
Apr 08, 2022
SoFi Technologies
4.47%
▼ 53.87%
11
Buy
Apr 08, 2022
Altria Group
9.64%
▼ 3.72%
4
Sell
Apr 08, 2022
Uber Technologies
20.29%
▲ 58.58%
14
Buy
Apr 08, 2022
Hanesbrands
0.14%
▼ 71.74%
7
Buy
Apr 07, 2022
AdvisorShares Pure Cannabis ETF
▼ 18.56%
1
Close
Apr 05, 2022
Intel
0.16%
▼ 28.29%
3
Buy
Apr 03, 2022
Starbucks
1.88%
▼ 24.51%
4
Buy
Mar 25, 2022
iShares China Large-Cap ETF
0.14%
▼ 23.73%
1
Buy
Mar 25, 2022
Drive Shack
0.01%
▼ 81.43%
1
Buy
Mar 25, 2022
Icahn Enterprises
0.09%
▼ 55.10%
4
Buy
Mar 25, 2022
Franklin Resources
0.12%
▼ 16.46%
1
Buy
Mar 25, 2022
Netflix
▼ 7.83%
1
Close
Mar 25, 2022
Exxon Mobil
1.79%
▲ 35.40%
6
Sell
Mar 24, 2022
Chevron
2.47%
▲ 62.83%
3
Sell
Mar 24, 2022