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New Portfolio Aug 2024 - New Portfolio
Nicholas Bernhardy
New Portfolio Aug 2024Individual Investor
Ranked #276,357 out of 833,195 TipRanks' Investors
Success Rate
21 out of 28
profitable transactions
profitable transactions
Average Return
6.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 12.84%
6-Month Return▼ 24.10%
12-Month Return▼ 22.64%
YTD Return▼ 23.11%
Total Return▼ 19.17%
Best Trade
Bio
Performance
20.74%0-20.74%
▲ 11.63%
▲ 6.28%
▲ 3.61%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.27%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.99%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.78%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 7.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.60%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 20.74%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 4.11%
Dec 2025
▲ 11.63%▲ 6.28%▲ 3.61%
▲ 9.25%▲ 5.14%▲ 3.27%
▲ 7.60%▲ 2.30%▲ 0.99%
▲ 2.76%▲ 2.05%▲ 3.78%
▲ 12.88%▲ 3.56%▼ 7.87%
▲ 10.96%▲ 2.38%▲ 1.60%
▼ 3.57%▲ 0.19%▼ 20.74%
▼ 1.96%▼ 0.12%▼ 4.11%
Recent Activity
Bank of America
0.77%
▲ 25.08%
3
Buy
Nov 04, 2025
Berkshire Hathaway A
32.73%
▲ 8.66%
2
Buy
Nov 04, 2025
Berkshire Hathaway A
24.68%
▲ 3.78%
2
Buy
Nov 04, 2025
Berkshire Hathaway Inc. Shs -B CAD hedged- Canadian Depositary Receipt Repr Shs B Reg S
0.01%
▲ 1.32%
2
Buy
Nov 04, 2025
ApeCoin
0.22%
▼ 64.07%
1
Open
Aug 25, 2025
Block
2.87%
▼ 17.39%
1
Open
Aug 24, 2025
American Express
0.09%
▲ 41.22%
2
Buy
Jan 18, 2025
Chevron
0.81%
▲ 2.32%
2
Buy
Jan 18, 2025
Kraft Heinz
0.01%
▼ 16.69%
2
Buy
Jan 18, 2025
Coca-Cola
0.01%
▲ 11.18%
2
Buy
Jan 18, 2025
Moody's
2.59%
▲ 8.49%
2
Buy
Jan 18, 2025
Occidental Petroleum
0.02%
▼ 26.41%
2
Buy
Jan 18, 2025
Invesco QQQ Trust
17.65%
▲ 28.17%
2
Buy
Jan 18, 2025
US Bancorp
0.03%
▲ 26.90%
2
Buy
Jan 18, 2025
Berkshire Hathaway B
8.14%
▲ 5.54%
1
Open
Jan 18, 2025