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New Portfolio May 2024 - New Portfolio

Neto Gerbi

New Portfolio May 2024
Individual Investor
Ranked #365,447 out of 798,754 TipRanks' Investors
Success Rate
50%
7 out of 14
profitable transactions
Average Return
5.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.54%
6-Month Return▲ 4.54%
12-Month Return-
YTD Return▲ 8.25%
Total Return▲ 30.53%

Best Trade

Opened at
Closed at-
Gain▲ 69.30%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.84%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.18%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.59%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.63%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.06%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 4.41%
Apr 2025
▲ 5.08%
▲ 1.77%
▲ 4.05%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.84%
▲ 25.97%▲ 5.96%▲ 3.18%
▲ 5.41%▼ 2.41%▼ 6.59%
▲ 6.02%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▲ 5.63%
▼ 1.80%▼ 5.57%▼ 1.06%
▲ 1.74%▼ 0.87%▼ 4.41%
▲ 5.08%▲ 1.77%▲ 4.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Infrastructure
38.36%
▲ 2.67%
4
Buy
Apr 09, 2025
Chevron
14.94%
▼ 7.38%
2
Buy
Apr 09, 2025
Energy Transfer
35.28%
▼ 4.77%
3
Buy
Apr 09, 2025
Cisco Systems
▲ 1.30%
2
Close
Feb 20, 2025
Verizon
▼ 0.12%
2
Close
Feb 17, 2025
AT&T
11.42%
▲ 31.24%
3
Buy
Feb 13, 2025