BERTRAM PEREIRA - New Portfolio

Bertram Pereira

BERTRAM PEREIRA
Individual Investor
Ranked #68,264 out of 757,311 TipRanks' Investors
Success Rate
59%
317 out of 541
profitable transactions
Average Return
28.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.11%
6-Month Return▲ 7.38%
12-Month Return▲ 20.30%
YTD Return▲ 10.11%
Total Return▲ 5.03%

Best Trade

Opened at
Closed at-
Gain▲ 2548.83%

Bio

my portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.85%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.24%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.70%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.39%
▲ 5.05%▲ 3.27%▲ 2.77%
▼ 12.40%▼ 4.03%▼ 3.05%
▲ 11.46%▲ 5.06%▲ 4.04%
▼ 2.25%▲ 3.53%▼ 0.85%
▲ 25.76%▲ 1.21%▲ 3.93%
▼ 4.21%▲ 2.34%▲ 1.24%
▲ 2.65%▼ 0.40%▲ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qiwi
▼ 70.34%
3
Close
Jul 19, 2024
GameStop
0.02%
▼ 59.69%
1
Buy
May 14, 2024
3M
0.81%
▲ 45.33%
1
Buy
Apr 18, 2024
Daseke
▲ 40.39%
2
Close
Apr 01, 2024
Old Dominion Freight
1.11%
▲ 71.35%
5
Buy
Mar 28, 2024
Liberty All-Star Growth Fund Inc
0.36%
▼ 42.43%
13
Buy
Mar 05, 2024
Walmart
0.67%
▲ 74.05%
3
Buy
Feb 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
3.93%
▲ 10.02%
12
Buy
Feb 20, 2024
Hub Group
0.03%
▲ 21.10%
3
Buy
Jan 29, 2024
Restaurant Brands International
0.03%
▲ 98.89%
5
Buy
Jan 18, 2024
Mediwound
0.1%
▲ 38.35%
1
Buy
Jan 10, 2024
Restaurant Brands International
0.03%
▲ 225.60%
1
Buy
Dec 28, 2023
Novo Nordisk
0.23%
▲ 27.92%
1
Buy
Dec 27, 2023
Pacwest Bancorp
▼ 78.85%
3
Close
Dec 03, 2023
Banc of California
0.01%
▼ 73.09%
1
Buy
Dec 01, 2023
Abbott Laboratories
0.1%
▲ 20.74%
1
Buy
Nov 08, 2023
Taiwan Semiconductor Manufacturing
0.48%
▲ 113.08%
3
Buy
Oct 03, 2023
Coca-Cola
2.59%
▲ 37.82%
17
Buy
Oct 03, 2023
HSBC Holdings
0.12%
▲ 12.34%
1
Buy
Jul 17, 2023
Goldman Sachs BDC
▼ 24.78%
5
Close
Jul 11, 2023