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Company Card - New Portfolio
Jeff Burkhart
Company CardIndividual Investor
Ranked #120,651 out of 809,728 TipRanks' Investors
Success Rate
130 out of 196
profitable transactions
profitable transactions
Average Return
14.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.58%
6-Month Return▲ 10.74%
12-Month Return▲ 19.59%
YTD Return▲ 17.86%
Total Return▲ 21.71%
Best Trade
Bio
Performance
21.30%0-21.30%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 0.01%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.49%
Jun 2025
▲ 21.30%
▲ 1.78%
▲ 2.19%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.66%
▲ 6.03%▲ 2.69%▲ 2.00%
▼ 12.86%▼ 1.27%▼ 1.07%
▼ 1.80%▼ 5.57%▼ 6.79%
▲ 1.84%▼ 0.87%▲ 0.01%
▲ 12.20%▲ 6.28%▲ 10.99%
▲ 6.24%▲ 5.14%▲ 10.49%
▲ 21.30%▲ 1.78%▲ 2.19%
Recent Activity
ASML Holding
3.08%
▲ 14.93%
5
Buy
Jul 21, 2025
Worthington Steel, Inc.
1.11%
▲ 0.97%
7
Buy
Jul 21, 2025
Novo Nordisk
0.6%
▼ 8.59%
4
Buy
Jul 21, 2025
Vertiv Holdings
2.23%
▲ 9.11%
11
Buy
Jul 21, 2025
Centrus Energy
2.43%
▲ 177.78%
3
Sell
Jul 21, 2025
Sprott Junior Uranium Miners ETF
0.88%
▲ 17.62%
3
Buy
Jul 10, 2025
Toast Inc
0.8%
▲ 24.54%
4
Buy
Jul 03, 2025
Alphabet Class A
2.33%
▲ 7.17%
5
Buy
Jul 01, 2025
Constellation Brands
0.6%
▼ 2.08%
3
Buy
Jul 01, 2025
Schwab US Dividend Equity ETF
16.56%
▲ 4.24%
10
Buy
Jun 26, 2025
Invesco QQQ Trust
11.41%
▲ 52.53%
7
Sell
Jun 25, 2025
Schwab U.S. Large-Cap ETF
22.57%
▲ 17.11%
10
Sell
Jun 25, 2025
Health Care Select Sector SPDR Fund
1.79%
▼ 3.03%
14
Buy
Jun 24, 2025
Energy Select Sector SPDR Fund
1.9%
▼ 2.88%
17
Buy
Jun 24, 2025
VanEck Semiconductor ETF
4.9%
▲ 26.74%
29
Buy
Jun 12, 2025
Schwab U.S. Small-Cap ETF
8.19%
▲ 9.20%
6
Buy
Jun 12, 2025
Schwab U.S. Large-Cap Growth ETF
0.89%
▲ 3.96%
10
Buy
Jun 12, 2025
Lockheed Martin
1.03%
▼ 0.87%
2
Buy
Jun 12, 2025
Nvidia
2.45%
▲ 18.67%
7
Buy
Jun 12, 2025
Boeing
2.14%
▲ 25.93%
2
Buy
Jun 12, 2025