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Joint Tenant - New Portfolio

PerformancePortfolio Details

Chris Berryman

Joint Tenant
Individual Investor
Ranked #6,833 out of 788,174 TipRanks' Investors
Success Rate
82%
86 out of 105
profitable transactions
Average Return
61.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.64%
6-Month Return▲ 70.99%
12-Month Return▲ 88.60%
YTD Return▲ 5.90%
Total Return▲ 156.72%

Best Trade

AssetScholar Roc... (SRRK)
Opened at
Closed at-
Gain▲ 449.86%

Bio

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

Performance

46.29%0-46.29%
▲ 8.13%
▲ 1.21%
▲ 3.24%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.72%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.79%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 46.29%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 12.96%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.61%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.07%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 5.97%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.24%
▼ 13.14%▲ 2.34%▼ 4.72%
▲ 2.93%▲ 2.10%▲ 4.79%
▲ 9.99%▼ 0.89%▲ 46.29%
▲ 26.03%▲ 5.96%▲ 12.96%
▲ 5.97%▼ 2.41%▼ 6.61%
▲ 5.25%▲ 2.69%▼ 0.07%
▼ 9.08%▲ 1.42%▲ 5.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
THO
Thor Industries
0.06%
▲ 27.60%
1
Buy
Nov 08, 2024
GOOGL
Alphabet Class A
0.11%
▲ 111.12%
1
Buy
Nov 08, 2024
DIS
Walt Disney
0.13%
▲ 324.34%
1
Buy
Nov 08, 2024
MAB
Mitchells & Butlers
0.12%
▼ 2.36%
1
Buy
Nov 08, 2024
LEN
Lennar
0.1%
▲ 15.99%
1
Buy
Nov 08, 2024
GE
GE Aerospace
0.18%
▲ 177.56%
1
Buy
Nov 08, 2024
AAPL
Apple
0.22%
▲ 57.18%
1
Buy
Nov 08, 2024
GEHC
GE Healthcare Technologies Inc
0.27%
▲ 18.91%
1
Buy
Nov 08, 2024
DD
DuPont de Nemours
0.25%
▲ 27.31%
1
Buy
Nov 08, 2024
BRK.B
Berkshire Hathaway B
0.37%
▲ 52.55%
1
Buy
Nov 08, 2024
FCX
Freeport-McMoRan
0.33%
▼ 10.97%
1
Buy
Nov 08, 2024
TSN
Tyson Foods
0.52%
▲ 7.23%
1
Buy
Nov 08, 2024
COST
Costco
0.61%
▲ 48.90%
1
Buy
Nov 08, 2024
NVO
Novo Nordisk
0.52%
▲ 13.60%
1
Buy
Nov 08, 2024
XOM
Exxon Mobil
0.65%
▲ 5.52%
1
Buy
Nov 08, 2024
MSFT
Microsoft
0.74%
▲ 76.26%
1
Buy
Nov 08, 2024
AXP
American Express
0.91%
▲ 81.94%
1
Buy
Nov 08, 2024
RUN
Sunrun
0.75%
▼ 41.42%
1
Buy
Nov 08, 2024
GEV
GE Vernova Inc.
0.97%
▲ 134.73%
1
Buy
Nov 08, 2024
OCGN
Ocugen
0.71%
▼ 40.93%
1
Buy
Nov 08, 2024