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New Portfolio - New Portfolio

Jerald Phelps

New Portfolio
Individual Investor
Ranked #553,805 out of 770,014 TipRanks' Investors
Success Rate
57%
139 out of 245
profitable transactions
Average Return
-1.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.66%
6-Month Return▲ 0.80%
12-Month Return▲ 13.60%
YTD Return▲ 1.17%
Total Return▼ 27.84%

Best Trade

Opened at
Closed at
Gain▲ 177.64%

Bio

just a squirrel trying to get a nut

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 5.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 6.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.25%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.16%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.33%
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▼ 1.45%
▲ 25.72%▲ 1.21%▼ 6.03%
▼ 4.22%▲ 2.34%▼ 4.58%
▲ 7.82%▲ 2.10%▲ 5.25%
▲ 5.70%▼ 0.89%▲ 2.16%
▲ 31.73%▲ 4.73%▲ 7.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
▲ 16.49%
12
Close
Oct 04, 2024
Baidu
▼ 4.11%
3
Close
Oct 04, 2024
Celsius Holdings
20.98%
▼ 13.60%
5
Buy
Oct 04, 2024
ZIM Integrated Shipping Services
16.04%
▲ 17.31%
1
Open
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
AbbVie
▲ 13.03%
2
Close
Sep 20, 2024
Amazon
15.39%
▲ 34.27%
5
Open
Jul 20, 2024
Micron
7.51%
▼ 5.47%
8
Buy
Jul 12, 2024
International Business Machines
▲ 0.73%
4
Close
Jul 12, 2024
iShares Russell 2000 ETF
▲ 14.34%
5
Close
Jul 12, 2024
Tesla
▲ 28.14%
6
Close
Jul 12, 2024
Qualcomm
11.89%
▼ 16.39%
4
Buy
Jul 12, 2024
Occidental Petroleum
3.69%
▼ 8.71%
6
Buy
Jul 12, 2024
Snowflake
▲ 6.33%
3
Close
Jul 12, 2024
Mobileye Global, Inc. Class A
13.83%
▼ 31.53%
2
Buy
Jul 12, 2024
Cloudflare
▲ 4.59%
2
Close
Jul 12, 2024
Penn National Gaming
▲ 6.41%
2
Close
Jul 12, 2024