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New Portfolio May 2024 - New Portfolio

Neto Gerbi

New Portfolio May 2024
Individual Investor
Ranked #444,108 out of 819,158 TipRanks' Investors
Success Rate
56%
10 out of 18
profitable transactions
Average Return
7.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.98%
6-Month Return▲ 5.77%
12-Month Return▲ 11.88%
YTD Return▲ 11.85%
Total Return▲ 34.86%

Best Trade

Opened at
Closed at-
Gain▲ 78.18%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 5.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.06%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.43%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.17%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.36%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 2.26%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.21%
Aug 2025
▲ 9.82%
▲ 3.18%
▼ 1.85%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 5.64%
▼ 1.80%▼ 5.57%▼ 1.06%
▲ 1.84%▼ 0.87%▼ 5.43%
▲ 12.20%▲ 6.28%▲ 6.17%
▲ 6.24%▲ 5.14%▲ 3.36%
▲ 27.92%▲ 2.30%▼ 2.26%
▲ 4.87%▲ 2.05%▲ 3.21%
▲ 9.82%▲ 3.18%▼ 1.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
38.88%
▼ 1.75%
6
Buy
Jun 23, 2025
AT&T
13.7%
▲ 31.30%
4
Buy
May 14, 2025
Brookfield Infrastructure
32.64%
▲ 2.30%
4
Buy
Apr 09, 2025
Chevron
14.78%
▲ 6.92%
2
Buy
Apr 09, 2025
Cisco Systems
▲ 1.30%
2
Close
Feb 20, 2025
Verizon
▼ 0.12%
2
Close
Feb 17, 2025