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New Portfolio May 2024 - New Portfolio

Neto Gerbi

New Portfolio May 2024
Individual Investor
Ranked #178,681 out of 859,217 TipRanks' Investors
Success Rate
94%
17 out of 18
profitable transactions
Average Return
17.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.66%
6-Month Return▲ 13.74%
12-Month Return▲ 24.04%
YTD Return▲ 13.50%
Total Return▲ 51.05%

Best Trade

Opened at
Closed at-
Gain▲ 62.59%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.46%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.11%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.42%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 9.25%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 6.58%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 1.86%
Mar 2026
▲ 10.48%
▲ 6.78%
▼ 4.29%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.31%
▲ 10.96%▲ 2.38%▼ 2.46%
▼ 3.68%▲ 0.19%▲ 3.11%
▼ 0.10%▲ 0.08%▼ 2.42%
▲ 4.06%▲ 1.47%▲ 9.25%
▼ 1.12%▼ 0.86%▲ 6.58%
▲ 0.60%▼ 4.94%▲ 1.86%
▲ 10.48%▲ 6.78%▼ 4.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
37.85%
▲ 10.54%
6
Buy
Jun 23, 2025
AT&T
10.88%
▲ 19.81%
4
Buy
May 14, 2025
Brookfield Infrastructure
35.35%
▲ 26.14%
4
Buy
Apr 09, 2025
Chevron
15.91%
▲ 30.70%
2
Buy
Apr 09, 2025
Cisco Systems
▲ 1.30%
2
Close
Feb 20, 2025
Verizon
▼ 0.12%
2
Close
Feb 17, 2025