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Portfolio 1 - New Portfolio

CERABETH

Portfolio 1
Individual Investor
Ranked #121,960 out of 805,660 TipRanks' Investors
Success Rate
63%
135 out of 216
profitable transactions
Average Return
17.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.93%
6-Month Return▲ 10.36%
12-Month Return▲ 15.37%
YTD Return▲ 11.54%
Total Return▲ 343.16%

Best Trade

Opened at
Closed at
Gain▲ 419.59%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 2.51%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.85%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.63%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.84%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.58%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.32%
May 2025
▲ 3.20%
▲ 4.12%
▲ 5.22%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 2.51%
▲ 5.10%▼ 2.41%▼ 4.85%
▲ 6.03%▲ 2.69%▲ 4.59%
▼ 12.86%▼ 1.27%▲ 1.63%
▼ 1.80%▼ 5.57%▼ 3.84%
▲ 1.83%▼ 0.87%▼ 0.58%
▲ 12.21%▲ 6.28%▲ 4.32%
▲ 3.20%▲ 4.12%▲ 5.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
3.68%
▲ 15.05%
7
Sell
Jun 26, 2025
Nvidia
2.39%
▲ 102.25%
15
Buy
Jun 26, 2025
Microsoft
48.85%
▲ 20.83%
8
Buy
Jun 26, 2025
GE Vernova Inc.
3.94%
▲ 71.14%
4
Buy
Jun 26, 2025
Ulta Beauty
▲ 16.55%
2
Close
Jun 26, 2025
Honeywell International
6.07%
▲ 3.82%
11
Buy
May 27, 2025
Walt Disney
4.63%
▲ 7.56%
9
Buy
May 27, 2025
Capital One Financial
3.2%
▲ 9.87%
1
Open
May 27, 2025
Boeing
3.25%
▲ 12.19%
5
Open
May 08, 2025
Palo Alto Networks
4.56%
▲ 12.94%
6
Buy
May 07, 2025
TJX Companies
0%
▲ 27.80%
2
Sell
Apr 25, 2025
Conocophillips
3.42%
▼ 4.20%
3
Buy
Apr 25, 2025
Warner Bros
2.14%
▲ 31.55%
1
Open
Apr 25, 2025
Apple
0%
▲ 16.33%
9
Sell
Apr 08, 2025
Coterra Energy
0%
▼ 8.95%
6
Sell
Apr 08, 2025
Occidental Petroleum
0%
▼ 23.48%
4
Sell
Apr 08, 2025
Vitesse Energy, Inc.
0%
▼ 6.07%
2
Sell
Apr 08, 2025
JPMorgan Equity Premium Income ETF
0.69%
▲ 2.25%
3
Open
Mar 24, 2025
Agnico Eagle
3.52%
▲ 12.42%
7
Buy
Mar 24, 2025
Eli Lilly & Co
5.88%
▲ 73.73%
10
Buy
Mar 14, 2025