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New Portfolio Aug 2024 - New Portfolio

PerformancePortfolio Details

Nicholas Bernhardy

New Portfolio Aug 2024
Individual Investor
Ranked #433,856 out of 859,217 TipRanks' Investors
Success Rate
57%
16 out of 28
profitable transactions
Average Return
6.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.18%
6-Month Return▼ 49.42%
12-Month Return▼ 43.74%
YTD Return▼ 32.09%
Total Return▼ 44.51%

Best Trade

AssetUS Bancorp (USB)
Opened at
Closed at-
Gain▲ 45.78%

Bio

Performance

20.89%0-20.89%
▲ 12.88%
▲ 3.56%
▼ 7.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.60%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 20.89%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.88%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 13.60%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 9.88%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 12.11%
Mar 2026
▲ 10.48%
▲ 6.78%
▼ 0.77%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 7.87%
▲ 10.96%▲ 2.38%▲ 1.60%
▼ 3.68%▲ 0.19%▼ 20.89%
▼ 0.10%▲ 0.08%▼ 2.88%
▲ 4.06%▲ 1.47%▼ 13.60%
▼ 1.12%▼ 0.86%▼ 9.88%
▲ 0.60%▼ 4.94%▼ 12.11%
▲ 10.48%▲ 6.78%▼ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BAC
Bank of America
0.77%
▲ 21.42%
3
Buy
Nov 04, 2025
BRK.A
Berkshire Hathaway A
32.39%
▲ 4.46%
2
Buy
Nov 04, 2025
BRH
Berkshire Hathaway A
23.95%
▼ 2.87%
2
Buy
Nov 04, 2025
BRK
Berkshire Hathaway Inc. Shs -B CAD hedged- Canadian Depositary Receipt Repr Shs B Reg S
0.01%
▼ 3.04%
2
Buy
Nov 04, 2025
APE-USD
ApeCoin
0.1%
▼ 84.42%
1
Open
Aug 25, 2025
XYZ
Block
2.99%
▼ 16.35%
1
Open
Aug 24, 2025
AXP
American Express
0.08%
▲ 23.29%
2
Buy
Jan 18, 2025
CVX
Chevron
1.06%
▲ 30.78%
2
Buy
Jan 18, 2025
KHC
Kraft Heinz
0.01%
▼ 23.59%
2
Buy
Jan 18, 2025
KO
Coca-Cola
0.01%
▲ 21.27%
2
Buy
Jan 18, 2025
MCO
Moody's
2.33%
▼ 5.32%
2
Buy
Jan 18, 2025
OXY
Occidental Petroleum
0.03%
▲ 3.35%
2
Buy
Jan 18, 2025
QQQ
Invesco QQQ Trust
18.51%
▲ 30.91%
2
Buy
Jan 18, 2025
USB
US Bancorp
0.03%
▲ 34.07%
2
Buy
Jan 18, 2025
BRK.B
Berkshire Hathaway B
8.09%
▲ 1.91%
1
Open
Jan 18, 2025