Portfolio #1 - New Portfolio

Jerry Newman

Portfolio #1
Individual Investor
Ranked #17,594 out of 767,315 TipRanks' Investors
Success Rate
68%
70 out of 103
profitable transactions
Average Return
64.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.87%
6-Month Return▲ 4.52%
12-Month Return▲ 21.64%
YTD Return▲ 17.47%
Total Return▲ 190.13%

Best Trade

Opened at
Closed at-
Gain▲ 1625.00%

Bio

Long term view and dividends.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 5.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.75%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.03%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 2.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 5.22%
▲ 11.46%▲ 5.06%▲ 0.83%
▼ 2.25%▲ 3.53%▼ 2.75%
▲ 25.72%▲ 1.21%▲ 7.52%
▼ 4.22%▲ 2.34%▼ 4.77%
▲ 7.82%▲ 2.10%▲ 3.52%
▲ 6.02%▼ 0.89%▲ 0.03%
▲ 9.99%▲ 4.97%▲ 2.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
A&W Revenue Royalties
▲ 50.57%
10
Close
Oct 17, 2024
Argonaut Gold
▼ 77.59%
2
Close
Jul 16, 2024
Alamos Gold
0.18%
▲ 2.57%
1
Open
Jul 16, 2024
CWC Energy Services
▼ 30.00%
2
Close
Nov 10, 2023
Canadian Utilities A
0%
▲ 16.44%
1
Open
May 12, 2021
Cenovus Energy
0%
▲ 144.21%
1
Open
May 12, 2021
Prudential Financial
0%
▲ 43.33%
1
Open
May 12, 2021
Tencent Holdings
0%
▼ 27.04%
1
Open
May 12, 2021
Cadence Design
0%
▲ 151.66%
1
Open
May 12, 2021
Wheaton Precious Metals
0%
▲ 64.09%
1
Open
May 12, 2021
Open Text
0%
▼ 15.63%
1
Open
May 12, 2021
Curaleaf Holdings
0%
▼ 81.95%
1
Open
May 12, 2021
Laurentian Bank
0%
▼ 23.48%
1
Open
May 12, 2021
Vicinity Motor
▼ 9.67%
2
Close
May 12, 2021
Chesswood
▲ 42.10%
9
Close
May 12, 2021
CGI Group
▲ 44.76%
2
Close
May 12, 2021
Morguard NA REIT UN
▲ 23.59%
11
Close
May 12, 2021
Pollard Banknote
▲ 215.78%
4
Close
May 12, 2021
Village Farms International
▲ 51.73%
2
Close
May 12, 2021
Maverix Metals
▼ 0.10%
2
Close
May 12, 2021