New Portfolio - New Portfolio

Jerald Phelps

New Portfolio
Individual Investor
Ranked #613,471 out of 828,551 TipRanks' Investors
Success Rate
57%
145 out of 253
profitable transactions
Average Return
-1.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.30%
6-Month Return▲ 64.68%
12-Month Return▲ 57.92%
YTD Return▲ 62.20%
Total Return▲ 26.22%

Best Trade

Opened at
Closed at
Gain▲ 177.64%

Bio

just a squirrel trying to get a nut

Performance

28.92%0-28.92%
▲ 0.80%
▼ 0.87%
▼ 2.53%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 3.93%
May 2025
▲ 9.25%
▲ 5.14%
▲ 14.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 19.77%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 28.92%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.77%
Oct 2025
▼ 4.74%
▼ 1.47%
▼ 6.71%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 2.53%
▲ 11.64%▲ 6.28%▲ 3.93%
▲ 9.25%▲ 5.14%▲ 14.69%
▲ 7.60%▲ 2.30%▲ 3.30%
▲ 2.76%▲ 2.05%▲ 19.77%
▲ 12.88%▲ 3.56%▲ 28.92%
▲ 10.96%▲ 2.38%▲ 1.77%
▼ 4.74%▼ 1.47%▼ 6.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
44.64%
▲ 17.05%
8
Buy
Jul 20, 2025
Jumia Technologies AG
0.85%
▲ 71.15%
3
Open
Jul 20, 2025
ASML Holding
4.26%
▲ 42.25%
1
Open
Jul 20, 2025
IonQ
0.8%
▲ 7.56%
1
Open
Jul 20, 2025
Advanced Micro Devices
▲ 16.98%
14
Close
Jul 04, 2025
AppLovin
45.01%
▲ 57.85%
1
Open
Jul 04, 2025
Grab
4.45%
▲ 9.45%
1
Open
Jul 04, 2025
Micron
▼ 9.36%
9
Close
Jan 26, 2025
Amazon
▲ 40.47%
6
Close
Jan 26, 2025
Qualcomm
▼ 11.98%
5
Close
Jan 26, 2025
Occidental Petroleum
▼ 9.24%
7
Close
Jan 26, 2025
Celsius Holdings
▼ 20.91%
6
Close
Jan 26, 2025
Mobileye Global, Inc. Class A
▼ 40.15%
3
Close
Jan 26, 2025
Dell Technologies
▼ 24.88%
3
Close
Jan 26, 2025
ZIM
▲ 12.07%
2
Close
Jan 26, 2025
Baidu
▼ 4.11%
3
Close
Oct 04, 2024
Roku
▼ 26.12%
3
Close
Sep 20, 2024
Alibaba
▼ 15.35%
5
Close
Sep 20, 2024
Netflix
▲ 7.86%
12
Close
Sep 20, 2024
DraftKings
▲ 16.70%
7
Close
Sep 20, 2024