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Company Card - New Portfolio
Jeff Burkhart
Company CardIndividual Investor
Ranked #120,247 out of 822,163 TipRanks' Investors
Success Rate
143 out of 211
profitable transactions
profitable transactions
Average Return
18.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.77%
6-Month Return▲ 44.19%
12-Month Return▲ 25.37%
YTD Return▲ 32.11%
Total Return▲ 36.43%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.79%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 10.99%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.49%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.91%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.54%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.49%
Sep 2025
▲ 4.95%
▲ 0.44%
▲ 2.94%
Oct 2025
▼ 6.38%▼ 5.57%▼ 6.79%
▲ 0.80%▼ 0.87%▲ 0.01%
▲ 11.63%▲ 6.28%▲ 10.99%
▲ 9.25%▲ 5.14%▲ 10.49%
▲ 7.60%▲ 2.30%▲ 0.91%
▲ 2.76%▲ 2.05%▲ 5.54%
▲ 12.88%▲ 3.56%▲ 4.49%
▲ 4.95%▲ 0.44%▲ 2.94%
Recent Activity
Amazon
5.67%
▲ 146.42%
1
Buy
Aug 22, 2025
Schwab U.S. Large-Cap ETF
19.29%
▲ 18.37%
12
Sell
Aug 21, 2025
Centrus Energy
3.31%
▲ 310.72%
4
Sell
Aug 21, 2025
Lam Research
―
▲ 13.31%
4
Close
Aug 15, 2025
Global X Data Center REITs & Digital Infrastructure ETF
―
▲ 10.04%
3
Close
Aug 15, 2025
UnitedHealth
2.42%
▲ 8.08%
3
Buy
Aug 14, 2025
Toast Inc
0.67%
▲ 0.64%
6
Buy
Aug 08, 2025
Health Care Select Sector SPDR Fund
1.88%
▼ 1.11%
15
Buy
Jul 31, 2025
Schwab US Dividend Equity ETF
14.39%
▲ 3.93%
12
Buy
Jul 31, 2025
ASML Holding
4.1%
▲ 34.14%
7
Buy
Jul 31, 2025
Novo Nordisk
0.56%
▼ 2.70%
6
Buy
Jul 31, 2025
Palo Alto Networks
0.7%
▲ 17.25%
4
Buy
Jul 31, 2025
Lockheed Martin
1.31%
▲ 13.84%
3
Buy
Jul 29, 2025
Worthington Steel, Inc.
0.88%
▼ 0.33%
7
Buy
Jul 21, 2025
Vertiv Holdings
2.32%
▲ 14.80%
11
Buy
Jul 21, 2025
Sprott Junior Uranium Miners ETF
0.96%
▲ 42.60%
3
Buy
Jul 10, 2025
Alphabet Class A
2.45%
▲ 19.98%
5
Buy
Jul 01, 2025
Constellation Brands
0.39%
▼ 15.88%
3
Buy
Jul 01, 2025
Invesco QQQ Trust
10.07%
▲ 56.06%
7
Sell
Jun 25, 2025
Energy Select Sector SPDR Fund
1.62%
▼ 2.33%
17
Buy
Jun 24, 2025