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Portfolio 1 - New Portfolio

CERABETH

Portfolio 1
Individual Investor
Ranked #138,632 out of 826,208 TipRanks' Investors
Success Rate
64%
152 out of 237
profitable transactions
Average Return
23.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.56%
6-Month Return▲ 24.88%
12-Month Return▲ 25.85%
YTD Return▲ 27.86%
Total Return▲ 408.04%

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
▲ 10.96%
▲ 2.38%
▲ 2.46%
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%
▲ 10.96%▲ 2.38%▲ 2.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Honeywell International
8.55%
▲ 0.32%
12
Buy
Oct 21, 2025
Capital One Financial
7.48%
▲ 8.11%
2
Buy
Oct 21, 2025
Apple
9.19%
▲ 39.48%
13
Buy
Oct 08, 2025
IShares Bitcoin Trust Registered
1.32%
▼ 12.61%
1
Open
Oct 06, 2025
Veeva Systems
2.47%
▼ 2.86%
1
Open
Oct 06, 2025
GQG Partners Us Select Quality Equity Fund Investor Shares Investor Shares
0%
▼ 3.99%
2
Sell
Sep 18, 2025
Dream Industrl REIT
▼ 1.06%
3
Close
Sep 18, 2025
NextEra Energy
1.73%
▲ 14.99%
1
Open
Sep 18, 2025
Boeing
5.12%
▲ 5.79%
6
Buy
Sep 17, 2025
Warner Bros
2.38%
▲ 161.35%
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%
▲ 3.79%
4
Sell
Sep 11, 2025
MPLX
4.31%
▼ 0.28%
2
Buy
Sep 11, 2025
Sterling Infrastructure
3.21%
▲ 19.53%
1
Open
Sep 11, 2025
CSX
0%
▲ 0.74%
3
Open
Aug 27, 2025
Oklo Inc
2.82%
▲ 81.38%
1
Open
Aug 27, 2025
Microsoft
11%
▲ 22.56%
9
Buy
Aug 15, 2025
Walt Disney
5.74%
▲ 0.63%
10
Buy
Aug 04, 2025
Berkshire Hathaway B
4.06%
▲ 13.12%
7
Sell
Jun 26, 2025
Nvidia
3.44%
▲ 135.35%
15
Buy
Jun 26, 2025