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Portfolio 1 - New Portfolio

CERABETH

Portfolio 1
Individual Investor
Ranked #171,191 out of 822,842 TipRanks' Investors
Success Rate
60%
141 out of 235
profitable transactions
Average Return
21.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.10%
6-Month Return▲ 27.40%
12-Month Return▲ 14.83%
YTD Return▲ 22.45%
Total Return▲ 386.56%

Best Trade

Opened at
Closed at
Gain▲ 419.59%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.84%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.57%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.32%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.49%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.88%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.84%
▲ 0.80%▼ 0.87%▼ 0.57%
▲ 11.63%▲ 6.28%▲ 4.32%
▲ 9.25%▲ 5.14%▲ 5.90%
▲ 7.60%▲ 2.30%▲ 3.05%
▲ 2.76%▲ 2.05%▲ 3.23%
▲ 12.88%▲ 3.56%▲ 4.49%
▲ 0.54%▼ 1.98%▼ 1.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
9.15%
▲ 26.53%
13
Buy
Oct 08, 2025
IShares Bitcoin Trust Registered
1.54%
▼ 7.14%
1
Open
Oct 06, 2025
Veeva Systems
2.67%
▼ 4.39%
1
Open
Oct 06, 2025
GQG Partners Us Select Quality Equity Fund Investor Shares Investor Shares
0%
▲ 0.84%
2
Sell
Sep 18, 2025
Dream Industrl REIT
▼ 1.42%
3
Close
Sep 18, 2025
NextEra Energy
1.94%
▲ 17.74%
1
Open
Sep 18, 2025
Boeing
5.89%
▲ 8.19%
6
Buy
Sep 17, 2025
Warner Bros
1.99%
▲ 99.07%
2
Sell
Sep 17, 2025
Sterling Capital Stratton Mid Cap Value Fund Class A
▼ 1.47%
2
Close
Sep 17, 2025
JPMorgan Equity Premium Income ETF
0%
▲ 2.99%
4
Sell
Sep 11, 2025
MPLX
4.46%
▼ 6.10%
2
Buy
Sep 11, 2025
Sterling Infrastructure
3.14%
▲ 6.47%
1
Open
Sep 11, 2025
CSX
0%
▼ 0.08%
3
Open
Aug 27, 2025
Oklo Inc
3.43%
▲ 101.04%
1
Open
Aug 27, 2025
Microsoft
11.91%
▲ 20.93%
9
Buy
Aug 15, 2025
Walt Disney
6.11%
▼ 1.57%
10
Buy
Aug 04, 2025
Berkshire Hathaway B
4.56%
▲ 15.87%
7
Sell
Jun 26, 2025
Nvidia
3.42%
▲ 121.05%
15
Buy
Jun 26, 2025
GE Vernova Inc.
5.64%
▲ 99.19%
4
Buy
Jun 26, 2025
Ulta Beauty
▲ 16.55%
2
Close
Jun 26, 2025