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New Portfolio May 2024 - New Portfolio

Neto Gerbi

New Portfolio May 2024
Individual Investor
Ranked #455,386 out of 832,562 TipRanks' Investors
Success Rate
56%
10 out of 18
profitable transactions
Average Return
4.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.44%
6-Month Return▼ 2.11%
12-Month Return▲ 8.15%
YTD Return▲ 9.51%
Total Return▲ 32.04%

Best Trade

Opened at
Closed at-
Gain▲ 50.92%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.17%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.36%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.26%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.21%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.46%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.57%
Nov 2025
▼ 0.68%
▼ 0.39%
▼ 3.61%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.17%
▲ 9.25%▲ 5.14%▲ 3.36%
▲ 7.60%▲ 2.30%▼ 2.26%
▲ 2.76%▲ 2.05%▲ 3.21%
▲ 12.88%▲ 3.56%▼ 1.31%
▲ 10.96%▲ 2.38%▼ 2.46%
▼ 3.57%▲ 0.19%▲ 3.57%
▼ 0.68%▼ 0.39%▼ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
37.56%
▼ 4.41%
6
Buy
Jun 23, 2025
AT&T
11.62%
▲ 11.21%
4
Buy
May 14, 2025
Brookfield Infrastructure
36.46%
▲ 14.19%
4
Buy
Apr 09, 2025
Chevron
14.36%
▲ 3.68%
2
Buy
Apr 09, 2025
Cisco Systems
▲ 1.30%
2
Close
Feb 20, 2025
Verizon
▼ 0.12%
2
Close
Feb 17, 2025