tiprankstipranks

Portfolio #1 - New Portfolio

Jerry Newman

Portfolio #1
Individual Investor
Ranked #5,870 out of 859,217 TipRanks' Investors
Success Rate
77%
80 out of 104
profitable transactions
Average Return
133.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.39%
6-Month Return▲ 15.76%
12-Month Return▲ 52.02%
YTD Return▲ 11.35%
Total Return▲ 343.60%

Best Trade

Opened at
Closed at-
Gain▲ 5458.33%

Bio

Long term view and dividends.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.24%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.98%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.31%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.05%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.94%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 8.28%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.19%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.23%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.24%
▲ 10.96%▲ 2.38%▲ 1.98%
▼ 3.68%▲ 0.19%▼ 0.31%
▼ 0.10%▲ 0.08%▲ 5.05%
▲ 4.06%▲ 1.47%▲ 0.94%
▼ 1.12%▼ 0.86%▲ 8.28%
▲ 0.60%▼ 4.94%▼ 3.19%
▲ 10.48%▲ 6.78%▲ 5.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quipt Home Medical
▲ 21.36%
2
Close
Mar 13, 2026
Veren
▲ 68.77%
9
Close
May 09, 2025
Whitecap Resources
1.43%
▲ 88.77%
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
0.33%
▲ 178.07%
1
Open
Jul 16, 2024
CWC Energy Services
▼ 30.00%
2
Close
Nov 10, 2023
Canadian Utilities A
0%
▲ 77.92%
1
Open
May 12, 2021
Cenovus Energy
0%
▲ 317.40%
1
Open
May 12, 2021
Prudential Financial
0%
▲ 21.72%
1
Open
May 12, 2021
Tencent Holdings
0%
▼ 10.78%
1
Open
May 12, 2021
Cadence Design
0%
▲ 140.08%
1
Open
May 12, 2021
Wheaton Precious Metals
0%
▲ 308.67%
1
Open
May 12, 2021
Open Text
0%
▼ 36.04%
1
Open
May 12, 2021
Curaleaf Holdings
0%
▼ 80.97%
1
Open
May 12, 2021
Laurentian Bank
0%
▲ 24.79%
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