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New Portfolio May 2024 - New Portfolio

Neto Gerbi

New Portfolio May 2024
Individual Investor
Ranked #461,165 out of 826,007 TipRanks' Investors
Success Rate
56%
10 out of 18
profitable transactions
Average Return
4.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.30%
6-Month Return▲ 5.80%
12-Month Return▲ 6.22%
YTD Return▲ 8.98%
Total Return▲ 31.40%

Best Trade

Opened at
Closed at-
Gain▲ 53.22%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.06%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 5.43%
Apr 2025
▲ 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
▲ 10.09%
▲ 2.05%
▼ 3.09%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 1.06%
▲ 0.80%▼ 0.87%▼ 5.43%
▲ 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%
▲ 10.09%▲ 2.05%▼ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
37.77%
▼ 4.76%
6
Buy
Jun 23, 2025
AT&T
11.68%
▲ 12.90%
4
Buy
May 14, 2025
Brookfield Infrastructure
36%
▲ 12.60%
4
Buy
Apr 09, 2025
Chevron
14.56%
▲ 5.08%
2
Buy
Apr 09, 2025
Cisco Systems
▲ 1.30%
2
Close
Feb 20, 2025
Verizon
▼ 0.12%
2
Close
Feb 17, 2025