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Portfolio 2025 - New Portfolio

Jeff fielkow

Portfolio 2025
Individual Investor
Ranked #15,835 out of 808,802 TipRanks' Investors
Success Rate
79%
30 out of 38
profitable transactions
Average Return
136.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.20%
6-Month Return▲ 28.00%
12-Month Return▲ 48.13%
YTD Return▲ 31.17%
Total Return▲ 151.79%

Best Trade

Opened at
Closed at-
Gain▲ 1989.42%

Bio

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

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.94%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.68%
Jan 2025
▼ 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
▲ 14.83%
▲ 1.65%
▲ 6.11%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.94%
▲ 6.03%▲ 2.69%▲ 4.68%
▼ 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%
▲ 14.83%▲ 1.65%▲ 6.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eastman Chemical
0%
▲ 4.04%
1
Open
Jun 17, 2025
Etsy
0%
▼ 46.89%
3
Sell
May 03, 2025
Sterling Construction
0%
▲ 308.96%
2
Sell
May 03, 2025
Becton Dickinson
9.08%
▲ 8.98%
1
Open
May 03, 2025
Pfizer
3.7%
▲ 2.43%
1
Open
Nov 16, 2024
Bristol-Myers Squibb
7.23%
▲ 17.82%
1
Open
May 18, 2024
Alibaba
17.66%
▲ 54.88%
5
Buy
Apr 20, 2024
Walt Disney
▲ 22.54%
3
Close
Apr 20, 2024
Echostar
▲ 41.49%
2
Close
Apr 20, 2024
Rivian Automotive
6.47%
▲ 46.76%
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%
▼ 22.07%
1
Open
Feb 22, 2024
Nvidia
34.72%
▲ 674.98%
3
Sell
Jan 31, 2024
iShares MSCI China A ETF
4.46%
▲ 28.51%
1
Open
Jan 31, 2024
Dish Network
▼ 7.49%
3
Close
Dec 29, 2023
Uber Technologies
0%
▲ 270.90%
2
Sell
Aug 03, 2023
Levi Strauss & Co
▼ 16.92%
2
Close
Aug 03, 2023
Trimas
0%
▲ 7.76%
2
Buy
Jun 16, 2023
General Motors
0%
▲ 58.27%
1
Open
Mar 26, 2023