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Company Card - New Portfolio
Jeff Burkhart
Company CardIndividual Investor
Ranked #119,900 out of 818,587 TipRanks' Investors
Success Rate
143 out of 211
profitable transactions
profitable transactions
Average Return
16.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.58%
6-Month Return▲ 29.22%
12-Month Return▲ 29.75%
YTD Return▲ 26.20%
Total Return▲ 30.32%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 0.91%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.54%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 2.73%
Sep 2025
▼ 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%
▲ 27.91%▲ 2.30%▲ 0.91%
▲ 4.87%▲ 2.05%▲ 5.54%
▲ 8.78%▲ 2.32%▲ 2.73%
Recent Activity
Amazon
6.22%
▲ 160.06%
1
Buy
Aug 22, 2025
Schwab U.S. Large-Cap ETF
19.8%
▲ 18.08%
12
Sell
Aug 21, 2025
Centrus Energy
2.17%
▲ 193.11%
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
2.35%
▲ 3.17%
3
Buy
Aug 14, 2025
Toast Inc
0.74%
▲ 5.39%
6
Buy
Aug 08, 2025
Health Care Select Sector SPDR Fund
1.86%
▼ 2.26%
15
Buy
Jul 31, 2025
Schwab US Dividend Equity ETF
15.03%
▲ 4.17%
12
Buy
Jul 31, 2025
ASML Holding
3.74%
▲ 24.21%
7
Buy
Jul 31, 2025
Novo Nordisk
0.56%
▼ 4.77%
6
Buy
Jul 31, 2025
Palo Alto Networks
0.7%
▲ 14.25%
4
Buy
Jul 31, 2025
Lockheed Martin
1.26%
▲ 8.24%
3
Buy
Jul 29, 2025
Worthington Steel, Inc.
0.99%
▲ 3.37%
7
Buy
Jul 21, 2025
Vertiv Holdings
2.07%
▲ 11.04%
11
Buy
Jul 21, 2025
Sprott Junior Uranium Miners ETF
0.85%
▲ 27.77%
3
Buy
Jul 10, 2025
Alphabet Class A
2.6%
▲ 21.25%
5
Buy
Jul 01, 2025
Constellation Brands
0.39%
▼ 18.02%
3
Buy
Jul 01, 2025
Invesco QQQ Trust
10.23%
▲ 54.98%
7
Sell
Jun 25, 2025
Energy Select Sector SPDR Fund
1.69%
▼ 2.29%
17
Buy
Jun 24, 2025