tiprankstipranks

Multi-gen - New Portfolio

Berty

Multi-gen
Individual Investor
Ranked #220,748 out of 858,800 TipRanks' Investors
Success Rate
57%
84 out of 146
profitable transactions
Average Return
19.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.98%
6-Month Return▼ 20.88%
12-Month Return▲ 38.75%
YTD Return▼ 14.16%
Total Return▲ 56.14%

Best Trade

Opened at
Closed at
Gain▲ 579.55%

Bio

Performance

18.99%0-18.99%
▲ 12.88%
▲ 3.56%
▲ 8.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.59%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 18.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.92%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.76%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 12.34%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 1.30%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 2.58%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 8.85%
▲ 10.96%▲ 2.38%▲ 7.59%
▼ 3.68%▲ 0.19%▼ 18.99%
▼ 0.10%▲ 0.08%▲ 4.92%
▲ 4.06%▲ 1.47%▼ 5.76%
▼ 1.12%▼ 0.86%▼ 12.34%
▲ 0.60%▼ 4.94%▲ 1.30%
▲ 4.98%▲ 4.55%▲ 2.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
▼ 17.43%
6
Close
Mar 17, 2026
Agnico Eagle
▲ 25.29%
4
Close
Mar 16, 2026
Nvidia
▲ 18.90%
7
Close
Mar 16, 2026
ASML Holding
▼ 2.23%
2
Close
Mar 16, 2026
Microsoft
▼ 0.47%
2
Close
Mar 16, 2026
Procter & Gamble
▼ 5.64%
2
Close
Mar 16, 2026
Johnson & Johnson
▼ 0.03%
2
Close
Mar 16, 2026
Exxon Mobil
▲ 4.87%
2
Close
Mar 16, 2026
BHP Group
▼ 1.48%
2
Close
Mar 16, 2026
Nutrien
▲ 10.45%
2
Close
Mar 16, 2026
Vanguard Total World Stock ETF
40.54%
▲ 2.69%
1
Open
Mar 16, 2026
Vanguard S&P 500 ETF
20.15%
▲ 1.92%
1
Open
Mar 16, 2026
Vanguard Total Bond Market ETF
14.85%
▲ 0.23%
1
Open
Mar 16, 2026
Vanguard Real Estate ETF
9.85%
▲ 0.91%
1
Open
Mar 16, 2026
Invesco DB Commodity Index Tracking Fund
7.55%
▲ 1.41%
1
Open
Mar 16, 2026
SPDR Gold Shares
7.08%
▼ 4.89%
1
Open
Mar 16, 2026
AppLovin
▲ 121.61%
6
Close
Feb 12, 2026
FTAI Aviation
▲ 117.56%
3
Close
Feb 12, 2026
Palantir Technologies
▼ 5.21%
4
Close
Feb 12, 2026
Super Micro Computer
▼ 33.74%
5
Close
Jan 10, 2026