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Portfolio 2025 - New Portfolio

Jeff fielkow

Portfolio 2025
Individual Investor
Ranked #13,883 out of 832,956 TipRanks' Investors
Success Rate
79%
30 out of 38
profitable transactions
Average Return
170.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 34.60%
12-Month Return▲ 60.39%
YTD Return▲ 60.21%
Total Return▲ 207.54%

Best Trade

Opened at
Closed at-
Gain▲ 2305.56%

Bio

Thematic portfolio designed to capitalize macro economic or industry specific events. Seeking a few value plays along with growth and momentum

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.51%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.64%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 9.12%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.75%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.90%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.12%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.26%
Nov 2025
▼ 1.11%
▼ 1.75%
▼ 1.29%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 7.51%
▲ 9.25%▲ 5.14%▲ 7.64%
▲ 7.60%▲ 2.30%▲ 9.12%
▲ 2.76%▲ 2.05%▲ 9.75%
▲ 12.88%▲ 3.56%▲ 10.90%
▲ 10.96%▲ 2.38%▲ 0.12%
▼ 3.57%▲ 0.19%▼ 1.26%
▼ 1.11%▼ 1.75%▼ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eastman Chemical
0%
▼ 12.76%
1
Open
Jun 17, 2025
Etsy
0%
▼ 51.57%
3
Sell
May 03, 2025
Sterling Infrastructure
0%
▲ 362.59%
2
Sell
May 03, 2025
Becton Dickinson
8.79%
▲ 18.97%
1
Open
May 03, 2025
Pfizer
3.38%
▲ 8.01%
1
Open
Nov 16, 2024
Bristol-Myers Squibb
7.23%
▲ 33.09%
1
Open
May 18, 2024
Alibaba
19.86%
▲ 94.22%
5
Buy
Apr 20, 2024
Walt Disney
▲ 22.54%
3
Close
Apr 20, 2024
Echostar
▲ 280.40%
2
Close
Apr 20, 2024
Rivian Automotive
7.93%
▲ 100.57%
1
Open
Apr 20, 2024
Barclays
▲ 15.07%
2
Close
Feb 23, 2024
Goldman Sachs Group
▲ 15.40%
2
Close
Feb 22, 2024
Sunrun
3.07%
▲ 33.65%
1
Open
Feb 22, 2024
Nvidia
30.76%
▲ 665.84%
3
Sell
Jan 31, 2024
iShares MSCI China A ETF
4.54%
▲ 48.40%
1
Open
Jan 31, 2024
Dish Network
▼ 7.49%
3
Close
Dec 29, 2023
Uber Technologies
0%
▲ 224.34%
2
Sell
Aug 03, 2023
Levi Strauss & Co
▼ 16.91%
2
Close
Aug 03, 2023
Trimas
0%
▲ 21.82%
2
Buy
Jun 16, 2023
General Motors
0%
▲ 140.57%
1
Open
Mar 26, 2023