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Portfolio #1 - New Portfolio

Jerry Newman

Portfolio #1
Individual Investor
Ranked #7,517 out of 812,326 TipRanks' Investors
Success Rate
76%
79 out of 104
profitable transactions
Average Return
88.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.92%
6-Month Return▲ 20.76%
12-Month Return▲ 28.91%
YTD Return▲ 20.24%
Total Return▲ 248.68%

Best Trade

Opened at
Closed at-
Gain▲ 3097.92%

Bio

Long term view and dividends.

Performance

27.86%0-27.86%
▲ 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%
▲ 1.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.14%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.50%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 3.13%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 2.19%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.98%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 0.33%
▲ 1.84%▼ 0.87%▲ 1.37%
▲ 12.20%▲ 6.28%▲ 5.14%
▲ 6.24%▲ 5.14%▲ 4.50%
▲ 27.86%▲ 2.30%▲ 3.13%
▲ 0.42%▲ 0.11%▲ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Veren
▲ 68.77%
9
Close
May 09, 2025
Whitecap Resources
1.37%
▲ 28.60%
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
0.24%
▲ 49.80%
1
Open
Jul 16, 2024
CWC Energy Services
▼ 30.00%
2
Close
Nov 10, 2023
Canadian Utilities A
0%
▲ 34.79%
1
Open
May 12, 2021
Cenovus Energy
0%
▲ 132.80%
1
Open
May 12, 2021
Prudential Financial
0%
▲ 19.30%
1
Open
May 12, 2021
Tencent Holdings
0%
▲ 2.35%
1
Open
May 12, 2021
Cadence Design
0%
▲ 190.96%
1
Open
May 12, 2021
Wheaton Precious Metals
0%
▲ 174.06%
1
Open
May 12, 2021
Open Text
0%
▼ 21.49%
1
Open
May 12, 2021
Curaleaf Holdings
0%
▼ 86.19%
1
Open
May 12, 2021
Laurentian Bank
0%
▼ 9.12%
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