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Portfolio #1 - New Portfolio

Jerry Newman

Portfolio #1
Individual Investor
Ranked #8,430 out of 808,802 TipRanks' Investors
Success Rate
75%
78 out of 104
profitable transactions
Average Return
87.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.11%
6-Month Return▲ 15.52%
12-Month Return▲ 26.31%
YTD Return▲ 17.13%
Total Return▲ 239.68%

Best Trade

Opened at
Closed at-
Gain▲ 2945.83%

Bio

Long term view and dividends.

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.74%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.33%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.31%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.12%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.50%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.76%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.74%
▲ 6.03%▲ 2.69%▲ 1.98%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 0.33%
▲ 1.84%▼ 0.87%▲ 1.31%
▲ 12.20%▲ 6.28%▲ 5.12%
▲ 6.24%▲ 5.14%▲ 4.50%
▲ 14.83%▲ 1.65%▲ 2.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Veren
▲ 68.77%
9
Close
May 09, 2025
Whitecap Resources
1.26%
▲ 22.70%
1
Open
May 09, 2025
A&W Revenue Royalties
▲ 50.57%
10
Close
Oct 17, 2024
Argonaut Gold
▼ 77.59%
2
Close
Jul 16, 2024
Alamos Gold
0.22%
▲ 44.18%
1
Open
Jul 16, 2024
CWC Energy Services
▼ 30.00%
2
Close
Nov 10, 2023
Canadian Utilities A
0%
▲ 31.39%
1
Open
May 12, 2021
Cenovus Energy
0%
▲ 122.09%
1
Open
May 12, 2021
Prudential Financial
0%
▲ 22.21%
1
Open
May 12, 2021
Tencent Holdings
0%
▼ 6.66%
1
Open
May 12, 2021
Cadence Design
0%
▲ 163.47%
1
Open
May 12, 2021
Wheaton Precious Metals
0%
▲ 144.41%
1
Open
May 12, 2021
Open Text
0%
▼ 19.93%
1
Open
May 12, 2021
Curaleaf Holdings
0%
▼ 92.09%
1
Open
May 12, 2021
Laurentian Bank
0%
▼ 7.99%
1
Open
May 12, 2021
Vicinity Motor
▼ 9.67%
2
Close
May 12, 2021
Chesswood
▲ 42.10%
9
Close
May 12, 2021
▲ 44.76%
2
Close
May 12, 2021
Morguard NA REIT UN
▲ 23.59%
11
Close
May 12, 2021
Pollard Banknote
▲ 215.79%
4
Close
May 12, 2021