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Banuelos Index - New Portfolio

Gerardo Banuelos

Banuelos Index
Individual Investor
Ranked #414,203 out of 730,435 TipRanks' Investors
Success Rate
38%
3 out of 8
profitable transactions
Average Return
-14.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.32%
6-Month Return▲ 68.13%
12-Month Return▲ 32.61%
YTD Return▲ 6.21%
Total Return▼ 3.30%

Best Trade

Opened at
Closed at-
Gain▲ 43.56%

Bio

This is my investment Portfolio. It is designed to create a passive income to cover my lifestyle expenses. There are selected growth stocks I believe will be major players in the next 10 years in this portfolio. The majority of holdings are REITs.

Performance

35.77%0-35.77%
▼ 4.52%
▼ 4.74%
▼ 7.78%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 15.93%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.32%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 35.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.34%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 4.65%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.78%
▼ 6.45%▼ 2.17%▼ 15.93%
▲ 9.22%▲ 9.13%▲ 13.32%
▲ 5.14%▲ 4.57%▲ 35.77%
▼ 1.87%▲ 1.59%▼ 1.17%
▲ 14.08%▲ 5.22%▲ 7.00%
▲ 5.05%▲ 3.27%▲ 5.34%
▼ 13.70%▼ 3.74%▼ 4.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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ARMOUR Residential REIT
0.54%
▼ 43.96%
1
Open
Nov 23, 2021
Lyft
2.52%
▼ 64.81%
1
Open
Nov 23, 2021
American Express
0.74%
▲ 43.56%
1
Open
Nov 23, 2021
Hawaiian Holdings
16.44%
▼ 39.34%
1
Open
Nov 23, 2021
Orchid Island Capital
51.79%
▼ 46.02%
1
Open
Nov 23, 2021
Prospect Capital
1.03%
▼ 24.27%
1
Open
Nov 23, 2021
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
23.39%
▲ 38.85%
1
Open
Nov 23, 2021
Altria Group
3.55%
▲ 21.09%
1
Open
Nov 23, 2021