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Portfolio 2025 - New Portfolio

Jeff fielkow

Portfolio 2025
Individual Investor
Ranked #13,659 out of 818,742 TipRanks' Investors
Success Rate
79%
30 out of 38
profitable transactions
Average Return
167.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.65%
6-Month Return▲ 43.77%
12-Month Return▲ 65.85%
YTD Return▲ 57.52%
Total Return▲ 202.39%

Best Trade

Opened at
Closed at-
Gain▲ 2183.99%

Bio

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

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 4.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.04%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.64%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 9.12%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 9.75%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 6.40%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 4.52%
▼ 1.80%▼ 5.57%▼ 3.37%
▲ 1.84%▼ 0.87%▲ 1.04%
▲ 12.20%▲ 6.28%▲ 7.51%
▲ 6.24%▲ 5.14%▲ 7.64%
▲ 27.91%▲ 2.30%▲ 9.12%
▲ 4.87%▲ 2.05%▲ 9.75%
▲ 8.21%▲ 2.19%▲ 6.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eastman Chemical
0%
▼ 11.11%
1
Open
Jun 17, 2025
Etsy
0%
▼ 44.46%
3
Sell
May 03, 2025
Sterling Construction
0%
▲ 423.56%
2
Sell
May 03, 2025
Becton Dickinson
8.41%
▲ 13.61%
1
Open
May 03, 2025
Pfizer
3.24%
▲ 1.95%
1
Open
Nov 16, 2024
Bristol-Myers Squibb
6.21%
▲ 13.14%
1
Open
May 18, 2024
Alibaba
22.37%
▲ 119.41%
5
Buy
Apr 20, 2024
Walt Disney
▲ 22.54%
3
Close
Apr 20, 2024
Echostar
▲ 183.86%
2
Close
Apr 20, 2024
Rivian Automotive
6.33%
▲ 60.52%
1
Open
Apr 20, 2024
Barclays
▲ 15.07%
2
Close
Feb 23, 2024
Goldman Sachs Group
▲ 15.40%
2
Close
Feb 22, 2024
Sunrun
2.85%
▲ 24.49%
1
Open
Feb 22, 2024
Nvidia
30.56%
▲ 662.89%
3
Sell
Jan 31, 2024
iShares MSCI China A ETF
4.57%
▲ 47.43%
1
Open
Jan 31, 2024
Dish Network
▼ 7.49%
3
Close
Dec 29, 2023
Uber Technologies
0%
▲ 280.94%
2
Sell
Aug 03, 2023
Levi Strauss & Co
▼ 16.92%
2
Close
Aug 03, 2023
Trimas
0%
▲ 40.49%
2
Buy
Jun 16, 2023
General Motors
0%
▲ 75.14%
1
Open
Mar 26, 2023