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New Portfolio - New Portfolio

PerformancePortfolio Details

Jerald Phelps

New Portfolio
Individual Investor
Ranked #561,557 out of 780,819 TipRanks' Investors
Success Rate
56%
137 out of 245
profitable transactions
Average Return
-2.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.88%
6-Month Return▼ 4.50%
12-Month Return▲ 0.28%
YTD Return▲ 0.67%
Total Return▼ 34.05%

Best Trade

AssetNio (NIO)
Opened at
Closed at
Gain▲ 177.64%

Bio

just a squirrel trying to get a nut

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 6.03%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.25%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.76%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.75%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.72%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.67%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.45%
▲ 8.13%▲ 1.21%▼ 6.03%
▼ 13.14%▲ 2.34%▼ 4.58%
▲ 2.93%▲ 2.10%▲ 5.25%
▲ 10.00%▼ 0.89%▲ 1.76%
▲ 26.04%▲ 5.96%▲ 3.75%
▲ 5.93%▼ 2.41%▼ 5.72%
▲ 9.79%▲ 0.95%▲ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
―
▲ 16.49%
12
Close
Oct 04, 2024
BIDU
Baidu
―
▼ 4.11%
3
Close
Oct 04, 2024
CELH
Celsius Holdings
21.67%
▼ 17.21%
5
Buy
Oct 04, 2024
ZIM
ZIM Integrated Shipping Services
13.21%
▲ 5.12%
1
Open
Oct 04, 2024
ROKU
Roku
―
▼ 26.12%
3
Close
Sep 20, 2024
BABA
Alibaba
―
▼ 15.35%
5
Close
Sep 20, 2024
NFLX
Netflix
―
▲ 7.86%
12
Close
Sep 20, 2024
DKNG
DraftKings
―
▲ 16.70%
7
Close
Sep 20, 2024
ABBV
AbbVie
―
▲ 13.03%
2
Close
Sep 20, 2024
AMZN
Amazon
17.98%
▲ 37.78%
5
Open
Jul 20, 2024
MU
Micron
8.42%
▼ 5.98%
8
Buy
Jul 12, 2024
IBM
International Business Machines
―
▲ 0.73%
4
Close
Jul 12, 2024
IWM
iShares Russell 2000 ETF
―
▲ 14.34%
5
Close
Jul 12, 2024
TSLA
Tesla
―
▲ 28.14%
6
Close
Jul 12, 2024
QCOM
Qualcomm
13.1%
▼ 15.24%
4
Buy
Jul 12, 2024
OXY
Occidental Petroleum
4.14%
▼ 7.02%
6
Buy
Jul 12, 2024
SNOW
Snowflake
―
▲ 6.33%
3
Close
Jul 12, 2024
MBLY
Mobileye Global, Inc. Class A
12.75%
▼ 38.89%
2
Buy
Jul 12, 2024
NET
Cloudflare
―
▲ 4.59%
2
Close
Jul 12, 2024
PENN
Penn National Gaming
―
▲ 6.41%
2
Close
Jul 12, 2024