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Portfolio 1 - New Portfolio

CERABETH

Portfolio 1
Individual Investor
Ranked #126,642 out of 793,704 TipRanks' Investors
Success Rate
59%
117 out of 198
profitable transactions
Average Return
15.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.98%
6-Month Return▼ 1.04%
12-Month Return▲ 17.23%
YTD Return▲ 3.17%
Total Return▲ 309.94%

Best Trade

Opened at
Closed at
Gain▲ 419.59%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 5.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.66%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.52%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.51%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.85%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.63%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 2.98%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 5.47%
▲ 2.93%▲ 2.10%▲ 1.66%
▲ 10.00%▼ 0.89%▼ 2.52%
▲ 26.01%▲ 5.96%▲ 2.51%
▲ 5.33%▼ 2.41%▼ 4.85%
▲ 5.89%▲ 2.69%▲ 4.64%
▼ 12.86%▼ 1.27%▲ 1.63%
▲ 3.73%▼ 4.27%▼ 2.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
1.42%
▲ 1.60%
3
Open
Mar 24, 2025
Nvidia
5.18%
▲ 78.67%
13
Buy
Mar 24, 2025
Agnico Eagle
6.68%
▲ 5.31%
7
Buy
Mar 24, 2025
Microsoft
6.05%
▲ 3.19%
4
Buy
Mar 24, 2025
Vitesse Energy, Inc.
7.65%
▲ 0.82%
1
Open
Mar 24, 2025
Eli Lilly & Co
12.73%
▲ 83.70%
10
Buy
Mar 14, 2025
Apple
3.47%
▲ 29.33%
8
Buy
Mar 14, 2025
Honeywell International
8.29%
▼ 0.96%
8
Buy
Mar 14, 2025
GQG Partners Us Select Quality Equity Fund Investor Shares Investor Shares
7.9%
▲ 3.11%
1
Open
Mar 13, 2025
Verizon
0%
▲ 12.65%
8
Sell
Mar 12, 2025
Berkshire Hathaway B
8.28%
▲ 43.09%
4
Buy
Mar 07, 2025
Walt Disney
0%
▼ 5.04%
8
Sell
Mar 06, 2025
Shell
0%
▲ 16.60%
4
Sell
Mar 06, 2025
Intuitive Surgical
0%
▼ 14.16%
2
Sell
Mar 06, 2025
Jabil
0%
▼ 16.65%
2
Sell
Mar 06, 2025
RTX
0%
▲ 28.44%
7
Sell
Feb 14, 2025
Northrop Grumman
0%
▲ 7.28%
4
Sell
Feb 14, 2025
GE Healthcare Technologies Inc
0%
▼ 2.39%
5
Sell
Feb 06, 2025
Danaher
0%
▲ 33.90%
4
Sell
Jan 29, 2025
Constellation Energy Corporation
0%
▼ 2.06%
2
Sell
Jan 27, 2025