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Joint Tenant - New Portfolio

PerformancePortfolio Details

Chris Berryman

Joint Tenant
Individual Investor
Ranked #12,646 out of 781,066 TipRanks' Investors
Success Rate
76%
80 out of 105
profitable transactions
Average Return
54.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.17%
6-Month Return▲ 52.32%
12-Month Return▲ 88.06%
YTD Return▼ 0.63%
Total Return▲ 140.17%

Best Trade

AssetScholar Roc... (SRRK)
Opened at
Closed at-
Gain▲ 505.76%

Bio

Diversified portfolio with an emphasis on pre-revenue emerging technology. Investor not a trader.

Performance

46.29%0-46.29%
▲ 9.79%
▲ 3.53%
▲ 1.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.24%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.72%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.79%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 46.29%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.89%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 0.63%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.00%
▲ 8.13%▲ 1.21%▲ 3.24%
▼ 13.14%▲ 2.34%▼ 4.72%
▲ 2.93%▲ 2.10%▲ 4.79%
▲ 10.00%▼ 0.89%▲ 46.29%
▲ 26.04%▲ 5.96%▲ 12.96%
▲ 5.93%▼ 2.41%▼ 6.89%
▲ 9.79%▲ 0.95%▼ 0.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
THO
Thor Industries
0.06%
▲ 29.12%
1
Buy
Nov 08, 2024
GOOGL
Alphabet Class A
0.12%
▲ 124.21%
1
Buy
Nov 08, 2024
DIS
Walt Disney
0.13%
▲ 310.79%
1
Buy
Nov 08, 2024
MAB
Mitchells & Butlers
0.12%
▲ 3.86%
1
Buy
Nov 08, 2024
LEN
Lennar
0.12%
▲ 33.81%
1
Buy
Nov 08, 2024
GE
GE Aerospace
0.17%
▲ 143.13%
1
Buy
Nov 08, 2024
AAPL
Apple
0.21%
▲ 47.05%
1
Buy
Nov 08, 2024
GEHC
GE Healthcare Technologies Inc
0.26%
▲ 9.42%
1
Buy
Nov 08, 2024
DD
DuPont de Nemours
0.24%
▲ 19.05%
1
Buy
Nov 08, 2024
BRK.B
Berkshire Hathaway B
0.36%
▲ 48.16%
1
Buy
Nov 08, 2024
FCX
Freeport-McMoRan
0.37%
▼ 8.09%
1
Buy
Nov 08, 2024
TSN
Tyson Foods
0.49%
▲ 1.06%
1
Buy
Nov 08, 2024
COST
Costco
0.57%
▲ 35.72%
1
Buy
Nov 08, 2024
NVO
Novo Nordisk
0.47%
▲ 6.75%
1
Buy
Nov 08, 2024
XOM
Exxon Mobil
0.67%
▲ 5.82%
1
Buy
Nov 08, 2024
MSFT
Microsoft
0.79%
▲ 82.32%
1
Buy
Nov 08, 2024
AXP
American Express
0.98%
▲ 87.15%
1
Buy
Nov 08, 2024
RUN
Sunrun
0.85%
▼ 35.25%
1
Buy
Nov 08, 2024
GEV
GE Vernova Inc.
1.21%
▲ 161.97%
1
Buy
Nov 08, 2024
OCGN
Ocugen
0.75%
▼ 40.08%
1
Buy
Nov 08, 2024