New Portfolio May 2024 - New Portfolio

Neto Gerbi

New Portfolio May 2024
Individual Investor
Ranked #394,409 out of 794,584 TipRanks' Investors
Success Rate
46%
5 out of 11
profitable transactions
Average Return
-0.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.21%
6-Month Return▼ 2.80%
12-Month Return-
YTD Return▼ 0.71%
Total Return▲ 19.73%

Best Trade

Opened at
Closed at-
Gain▲ 60.31%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 9.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.84%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.18%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.59%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.06%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 8.85%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 9.89%
▲ 10.00%▼ 0.89%▲ 0.84%
▲ 26.01%▲ 5.96%▲ 3.18%
▲ 5.33%▼ 2.41%▼ 6.59%
▲ 5.87%▲ 2.69%▲ 4.29%
▼ 12.86%▼ 1.27%▲ 5.57%
▼ 1.80%▼ 5.57%▼ 1.06%
▼ 9.96%▼ 9.67%▼ 8.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
23.44%
▼ 16.87%
2
Buy
Feb 25, 2025
Cisco Systems
▲ 1.30%
2
Close
Feb 20, 2025
Verizon
▲ 0.39%
2
Close
Feb 17, 2025
Brookfield Infrastructure
37.98%
▼ 12.65%
3
Buy
Feb 14, 2025
AT&T
22.6%
▲ 24.27%
3
Buy
Feb 13, 2025
Chevron
15.99%
▼ 6.48%
1
Open
Feb 12, 2025