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Portfolio 2025 - New Portfolio

Jeff fielkow

Portfolio 2025
Individual Investor
Ranked #13,423 out of 829,598 TipRanks' Investors
Success Rate
79%
30 out of 38
profitable transactions
Average Return
166.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.02%
6-Month Return▲ 36.95%
12-Month Return▲ 53.13%
YTD Return▲ 58.31%
Total Return▲ 203.89%

Best Trade

Opened at
Closed at-
Gain▲ 2101.49%

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%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 0.12%
Oct 2025
▼ 5.03%
▼ 1.95%
▼ 3.69%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▲ 0.12%
▼ 5.03%▼ 1.95%▼ 3.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eastman Chemical
0%
▼ 20.89%
1
Open
Jun 17, 2025
Etsy
0%
▼ 52.30%
3
Sell
May 03, 2025
Sterling Infrastructure
0%
▲ 458.63%
2
Sell
May 03, 2025
Becton Dickinson
8.56%
▲ 15.66%
1
Open
May 03, 2025
Pfizer
3.38%
▲ 8.79%
1
Open
Nov 16, 2024
Bristol-Myers Squibb
6.44%
▲ 18.70%
1
Open
May 18, 2024
Alibaba
20.63%
▲ 112.23%
5
Buy
Apr 20, 2024
Walt Disney
▲ 22.54%
3
Close
Apr 20, 2024
Echostar
▲ 180.90%
2
Close
Apr 20, 2024
Rivian Automotive
6.81%
▲ 72.58%
1
Open
Apr 20, 2024
Barclays
▲ 15.07%
2
Close
Feb 23, 2024
Goldman Sachs Group
▲ 15.40%
2
Close
Feb 22, 2024
Sunrun
3.27%
▲ 41.55%
1
Open
Feb 22, 2024
Nvidia
31.14%
▲ 717.81%
3
Sell
Jan 31, 2024
iShares MSCI China A ETF
4.4%
▲ 43.74%
1
Open
Jan 31, 2024
Dish Network
▼ 7.49%
3
Close
Dec 29, 2023
Uber Technologies
0%
▲ 242.99%
2
Sell
Aug 03, 2023
Levi Strauss & Co
▼ 16.91%
2
Close
Aug 03, 2023
Trimas
0%
▲ 18.12%
2
Buy
Jun 16, 2023
General Motors
0%
▲ 111.73%
1
Open
Mar 26, 2023