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BERTRAM PEREIRA - New Portfolio

Bertram Pereira

BERTRAM PEREIRA
Individual Investor
Ranked #114,692 out of 859,299 TipRanks' Investors
Success Rate
56%
306 out of 543
profitable transactions
Average Return
48.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.84%
6-Month Return▲ 2.04%
12-Month Return▲ 23.09%
YTD Return▲ 1.05%
Total Return▲ 22.83%

Best Trade

Opened at
Closed at-
Gain▲ 4546.50%

Bio

my portfolio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.12%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.58%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.30%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.24%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 4.65%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.07%
▲ 10.96%▲ 2.38%▼ 0.12%
▼ 3.68%▲ 0.19%▼ 0.18%
▼ 0.10%▲ 0.08%▲ 0.04%
▲ 4.06%▲ 1.47%▲ 0.58%
▼ 1.12%▼ 0.86%▲ 1.30%
▲ 0.60%▼ 4.94%▼ 5.24%
▲ 12.62%▲ 7.63%▲ 4.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AstraZeneca
▲ 19.67%
3
Close
Jan 30, 2026
AstraZeneca
0.05%
▲ 7.54%
1
Buy
Jan 30, 2026
Verint Systems
▼ 53.39%
3
Close
Nov 25, 2025
Walgreens Boots Alliance
▼ 74.19%
3
Close
Aug 27, 2025
Matterport
▼ 75.59%
2
Close
Feb 27, 2025
CoStar Group
0.02%
▼ 47.14%
1
Buy
Feb 27, 2025
Qiwi
▼ 70.34%
3
Close
Jul 19, 2024
GameStop
0.02%
▼ 49.15%
1
Buy
May 14, 2024
3M
0.78%
▲ 64.82%
1
Buy
Apr 18, 2024
Daseke
▲ 40.39%
2
Close
Apr 01, 2024
Old Dominion Freight
0.97%
▲ 78.70%
5
Buy
Mar 28, 2024
Liberty All-Star Growth Fund Inc
0.29%
▼ 43.13%
13
Buy
Mar 05, 2024
Walmart
0.91%
▲ 174.76%
3
Buy
Feb 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
3.32%
▲ 10.26%
12
Buy
Feb 20, 2024
Hub Group
0.02%
▲ 5.20%
3
Buy
Jan 29, 2024
Restaurant Brands International
0.03%
▲ 105.05%
5
Buy
Jan 18, 2024
Mediwound
0.09%
▲ 35.83%
1
Buy
Jan 10, 2024
Restaurant Brands International
0.03%
▲ 274.00%
1
Buy
Dec 28, 2023
Novo Nordisk
0.06%
▼ 60.47%
1
Buy
Dec 27, 2023
Pacwest Bancorp
▼ 78.85%
3
Close
Dec 03, 2023