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Company Card - New Portfolio
Jeff Burkhart
Company CardIndividual Investor
Ranked #114,336 out of 815,638 TipRanks' Investors
Success Rate
143 out of 211
profitable transactions
profitable transactions
Average Return
14.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.17%
6-Month Return▲ 21.22%
12-Month Return▲ 22.39%
YTD Return▲ 22.31%
Total Return▲ 26.31%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 2.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.79%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.01%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.49%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 0.91%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 5.09%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.00%
▼ 12.86%▼ 1.27%▼ 1.07%
▼ 1.80%▼ 5.57%▼ 6.79%
▲ 1.84%▼ 0.87%▲ 0.01%
▲ 12.20%▲ 6.28%▲ 10.99%
▲ 6.24%▲ 5.14%▲ 10.49%
▲ 27.88%▲ 2.30%▲ 0.91%
▲ 6.60%▲ 2.07%▲ 5.09%
Recent Activity
Amazon
6.26%
▲ 154.58%
1
Buy
Aug 22, 2025
Schwab U.S. Large-Cap ETF
19.96%
▲ 17.67%
12
Sell
Aug 21, 2025
Centrus Energy
1.9%
▲ 162.66%
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
2.16%
▼ 4.21%
3
Buy
Aug 14, 2025
Toast Inc
0.84%
▲ 12.04%
6
Buy
Aug 08, 2025
Health Care Select Sector SPDR Fund
1.91%
▼ 2.26%
15
Buy
Jul 31, 2025
Schwab US Dividend Equity ETF
15.71%
▲ 4.95%
12
Buy
Jul 31, 2025
ASML Holding
3.37%
▲ 15.53%
7
Buy
Jul 31, 2025
Novo Nordisk
0.57%
▼ 5.64%
6
Buy
Jul 31, 2025
Palo Alto Networks
0.67%
▲ 10.01%
4
Buy
Jul 31, 2025
Lockheed Martin
1.24%
▲ 5.22%
3
Buy
Jul 29, 2025
Worthington Steel, Inc.
1.01%
▲ 2.98%
7
Buy
Jul 21, 2025
Vertiv Holdings
2.01%
▲ 9.79%
11
Buy
Jul 21, 2025
Sprott Junior Uranium Miners ETF
0.77%
▲ 17.35%
3
Buy
Jul 10, 2025
Alphabet Class A
2.21%
▲ 10.97%
5
Buy
Jul 01, 2025
Constellation Brands
0.48%
▼ 7.90%
3
Buy
Jul 01, 2025
Invesco QQQ Trust
10.21%
▲ 53.53%
7
Sell
Jun 25, 2025
Energy Select Sector SPDR Fund
1.73%
▼ 2.37%
17
Buy
Jun 24, 2025