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New Portfolio May 2024 - New Portfolio

Neto Gerbi

New Portfolio May 2024
Individual Investor
Ranked #413,753 out of 809,067 TipRanks' Investors
Success Rate
56%
10 out of 18
profitable transactions
Average Return
5.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.22%
6-Month Return▲ 7.98%
12-Month Return▲ 23.52%
YTD Return▲ 9.47%
Total Return▲ 32.00%

Best Trade

Opened at
Closed at-
Gain▲ 65.47%

Bio

Performance

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▼ 6.59%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.63%
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
▲ 18.34%
▲ 1.57%
▼ 3.09%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.59%
▲ 6.03%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▲ 5.63%
▼ 1.80%▼ 5.57%▼ 1.06%
▲ 1.84%▼ 0.87%▼ 5.43%
▲ 12.20%▲ 6.28%▲ 6.17%
▲ 6.24%▲ 5.14%▲ 3.36%
▲ 18.34%▲ 1.57%▼ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
39.11%
▼ 2.65%
6
Buy
Jun 23, 2025
AT&T
12.67%
▲ 21.93%
4
Buy
May 14, 2025
Brookfield Infrastructure
34.08%
▲ 5.78%
4
Buy
Apr 09, 2025
Chevron
14.14%
▲ 1.56%
2
Buy
Apr 09, 2025
Cisco Systems
▲ 1.30%
2
Close
Feb 20, 2025
Verizon
▼ 0.12%
2
Close
Feb 17, 2025