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Portfolio 1 - New Portfolio

CERABETH

Portfolio 1
Individual Investor
Ranked #127,510 out of 808,802 TipRanks' Investors
Success Rate
63%
136 out of 216
profitable transactions
Average Return
19.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.56%
6-Month Return▲ 10.53%
12-Month Return▲ 16.57%
YTD Return▲ 14.47%
Total Return▲ 354.78%

Best Trade

Opened at
Closed at
Gain▲ 419.59%

Bio

Performance

14.83%0-14.83%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 0.58%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.32%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.90%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.96%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.85%
▲ 6.03%▲ 2.69%▲ 4.59%
▼ 12.86%▼ 1.27%▲ 1.63%
▼ 1.80%▼ 5.57%▼ 3.84%
▲ 1.84%▼ 0.87%▼ 0.58%
▲ 12.20%▲ 6.28%▲ 4.32%
▲ 6.24%▲ 5.14%▲ 5.90%
▲ 14.83%▲ 1.65%▲ 1.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
5.95%
▲ 12.14%
7
Sell
Jun 26, 2025
Nvidia
4.35%
▲ 113.53%
15
Buy
Jun 26, 2025
Microsoft
12.87%
▲ 24.67%
8
Buy
Jun 26, 2025
GE Vernova Inc.
7.17%
▲ 87.78%
4
Buy
Jun 26, 2025
Ulta Beauty
▲ 16.55%
2
Close
Jun 26, 2025
Honeywell International
10.49%
▲ 6.37%
11
Buy
May 27, 2025
Walt Disney
7.69%
▲ 7.48%
9
Buy
May 27, 2025
Capital One Financial
5.48%
▲ 13.51%
1
Open
May 27, 2025
Boeing
5.81%
▲ 15.05%
5
Open
May 08, 2025
Palo Alto Networks
7.41%
▲ 11.77%
6
Buy
May 07, 2025
TJX Companies
0%
▲ 26.54%
2
Sell
Apr 25, 2025
Conocophillips
5.84%
▼ 1.40%
3
Buy
Apr 25, 2025
Warner Bros
4.04%
▲ 49.48%
1
Open
Apr 25, 2025
Apple
0%
▲ 21.50%
9
Sell
Apr 08, 2025
Coterra Energy
0%
▼ 11.88%
6
Sell
Apr 08, 2025
Occidental Petroleum
0%
▼ 22.71%
4
Sell
Apr 08, 2025
Vitesse Energy, Inc.
0%
▼ 2.40%
2
Sell
Apr 08, 2025
JPMorgan Equity Premium Income ETF
1.15%
▲ 2.93%
3
Open
Mar 24, 2025
Agnico Eagle
5.97%
▲ 14.46%
7
Buy
Mar 24, 2025
Eli Lilly & Co
9.58%
▲ 70.60%
10
Buy
Mar 14, 2025