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Company Card - New Portfolio

Jeff Burkhart

Company Card
Individual Investor
Ranked #99,415 out of 805,688 TipRanks' Investors
Success Rate
67%
125 out of 187
profitable transactions
Average Return
14.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.88%
6-Month Return▲ 14.70%
12-Month Return-
YTD Return▲ 14.70%
Total Return▲ 18.45%

Best Trade

Opened at
Closed at
Gain▲ 322.35%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.89%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.66%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.79%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.01%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 10.99%
May 2025
▲ 6.14%
▲ 4.64%
▲ 9.88%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.89%
▲ 5.10%▼ 2.41%▼ 4.66%
▲ 6.03%▲ 2.69%▲ 2.00%
▼ 12.86%▼ 1.27%▼ 1.07%
▼ 1.80%▼ 5.57%▼ 6.79%
▲ 1.83%▼ 0.87%▲ 0.01%
▲ 12.21%▲ 6.28%▲ 10.99%
▲ 6.14%▲ 4.64%▲ 9.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
16.54%
▲ 3.14%
10
Buy
Jun 26, 2025
Invesco QQQ Trust
11.49%
▲ 51.46%
7
Sell
Jun 25, 2025
Schwab U.S. Large-Cap ETF
22.71%
▲ 16.66%
10
Sell
Jun 25, 2025
Health Care Select Sector SPDR Fund
1.85%
▼ 2.99%
14
Buy
Jun 24, 2025
Energy Select Sector SPDR Fund
1.95%
▼ 2.90%
17
Buy
Jun 24, 2025
VanEck Semiconductor ETF
4.93%
▲ 26.63%
29
Buy
Jun 12, 2025
Schwab U.S. Small-Cap ETF
8.14%
▲ 8.36%
6
Buy
Jun 12, 2025
Schwab U.S. Large-Cap Growth ETF
0.9%
▲ 3.72%
10
Buy
Jun 12, 2025
ASML Holding
3.33%
▲ 22.76%
4
Buy
Jun 12, 2025
Lockheed Martin
1.18%
▲ 4.39%
2
Buy
Jun 12, 2025
Nvidia
2.39%
▲ 17.47%
7
Buy
Jun 12, 2025
Worthington Steel, Inc.
1.08%
▲ 0.28%
5
Close
Jun 12, 2025
Novo Nordisk
0.62%
▼ 11.88%
3
Sell
Jun 12, 2025
Boeing
2.07%
▲ 21.88%
2
Buy
Jun 12, 2025
Spotify
1.24%
▲ 105.64%
4
Buy
Jun 12, 2025
Vertiv Holdings
2.21%
▲ 10.38%
10
Buy
Jun 12, 2025
Lam Research
0.25%
▲ 9.19%
3
Buy
Jun 12, 2025
Alphabet Class A
2.18%
▲ 4.88%
4
Buy
Jun 12, 2025
Global X Uranium ETF
1.86%
▲ 12.35%
5
Buy
Jun 12, 2025
MongoDB
1.15%
▼ 29.94%
3
Close
Jun 12, 2025