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New Portfolio Aug 2024 - New Portfolio

Nicholas Bernhardy

New Portfolio Aug 2024
Individual Investor
Ranked #408,829 out of 852,106 TipRanks' Investors
Success Rate
61%
17 out of 28
profitable transactions
Average Return
7.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 23.24%
6-Month Return▼ 36.71%
12-Month Return▼ 35.80%
YTD Return▼ 16.23%
Total Return▼ 31.58%

Best Trade

Opened at
Closed at-
Gain▲ 51.17%

Bio

Performance

20.87%0-20.87%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 20.87%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.95%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 13.60%
Jan 2026
▲ 0.50%
▼ 3.05%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 0.99%
▲ 2.76%▲ 2.05%▲ 3.78%
▲ 12.88%▲ 3.56%▼ 7.87%
▲ 10.96%▲ 2.38%▲ 1.60%
▼ 3.58%▲ 0.19%▼ 20.87%
▼ 0.10%▲ 0.08%▼ 2.95%
▲ 4.06%▲ 1.47%▼ 13.60%
▲ 0.50%▼ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0.77%
▲ 22.28%
3
Buy
Nov 04, 2025
Berkshire Hathaway A
32.74%
▲ 6.30%
2
Buy
Nov 04, 2025
Berkshire Hathaway A
23.64%
▼ 3.92%
2
Buy
Nov 04, 2025
Berkshire Hathaway Inc. Shs -B CAD hedged- Canadian Depositary Receipt Repr Shs B Reg S
0.01%
▼ 0.60%
2
Buy
Nov 04, 2025
ApeCoin
0.16%
▼ 74.16%
1
Open
Aug 25, 2025
Block
2.71%
▼ 23.62%
1
Open
Aug 24, 2025
American Express
0.09%
▲ 32.63%
2
Buy
Jan 18, 2025
Chevron
0.98%
▲ 20.52%
2
Buy
Jan 18, 2025
Kraft Heinz
0.01%
▼ 20.12%
2
Buy
Jan 18, 2025
Coca-Cola
0.01%
▲ 19.54%
2
Buy
Jan 18, 2025
Moody's
2.73%
▲ 11.51%
2
Buy
Jan 18, 2025
Occidental Petroleum
0.02%
▼ 18.65%
2
Buy
Jan 18, 2025
Invesco QQQ Trust
18.32%
▲ 30.23%
2
Buy
Jan 18, 2025
US Bancorp
0.03%
▲ 34.40%
2
Buy
Jan 18, 2025
Berkshire Hathaway B
8.2%
▲ 4.00%
1
Open
Jan 18, 2025