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Portfolio 2025 - New Portfolio

Jeff fielkow

Portfolio 2025
Individual Investor
Ranked #13,164 out of 822,163 TipRanks' Investors
Success Rate
79%
30 out of 38
profitable transactions
Average Return
182.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.08%
6-Month Return▲ 64.78%
12-Month Return▲ 64.77%
YTD Return▲ 64.77%
Total Return▲ 216.30%

Best Trade

Opened at
Closed at-
Gain▲ 2371.78%

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%
▼ 6.38%
▼ 5.57%
▼ 3.37%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.04%
Apr 2025
▲ 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
▲ 4.95%
▲ 0.44%
▲ 0.36%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.37%
▲ 0.80%▼ 0.87%▲ 1.04%
▲ 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%
▲ 4.95%▲ 0.44%▲ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eastman Chemical
0%
▼ 16.02%
1
Open
Jun 17, 2025
Etsy
0%
▼ 34.54%
3
Sell
May 03, 2025
Sterling Infrastructure
0%
▲ 468.63%
2
Sell
May 03, 2025
Becton Dickinson
8.17%
▲ 16.61%
1
Open
May 03, 2025
Pfizer
3.34%
▲ 11.36%
1
Open
Nov 16, 2024
Bristol-Myers Squibb
5.68%
▲ 10.99%
1
Open
May 18, 2024
Alibaba
23.08%
▲ 139.43%
5
Buy
Apr 20, 2024
Walt Disney
▲ 22.54%
3
Close
Apr 20, 2024
Echostar
▲ 195.05%
2
Close
Apr 20, 2024
Rivian Automotive
5.62%
▲ 50.85%
1
Open
Apr 20, 2024
Barclays
▲ 15.07%
2
Close
Feb 23, 2024
Goldman Sachs Group
▲ 15.40%
2
Close
Feb 22, 2024
Sunrun
3.3%
▲ 52.27%
1
Open
Feb 22, 2024
Nvidia
31.4%
▲ 728.97%
3
Sell
Jan 31, 2024
iShares MSCI China A ETF
4.36%
▲ 48.74%
1
Open
Jan 31, 2024
Dish Network
▼ 7.49%
3
Close
Dec 29, 2023
Uber Technologies
0%
▲ 300.82%
2
Sell
Aug 03, 2023
Levi Strauss & Co
▼ 16.92%
2
Close
Aug 03, 2023
Trimas
0%
▲ 33.52%
2
Buy
Jun 16, 2023
General Motors
0%
▲ 70.76%
1
Open
Mar 26, 2023