BERTRAM PEREIRA - New Portfolio

Performance Portfolio Details

Bertram Pereira

BERTRAM PEREIRA

Individual Investor

Ranked #114,218 out of 859,402 TipRanks' Investors

Success Rate

307 out of 543
profitable transactions

Average Return

48.75%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

24.11% AAPL

9.80% MSFT

8.06% NVDA

5.86% TSLA

5.79% GOOG

46.38% Others

By Assets

85.53% Stocks

14.14% ETFs

0.29% Funds

0.04% Cash

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

48.83% Technology

14.43% General

7.77% Communication Services

6.76% Consumer Cyclical

6.75% Industrials

6.41% Consumer Defensive

9.03% Other

Portfolio Holdings

os2elmwd61k

premium

os2elmwd61k

w5mmzk6mhbf

premium

w5mmzk6mhbf

va6pc10f3s

premium

va6pc10f3s

rs24rrf45lm

premium

rs24rrf45lm

6pahxtce546

premium

6pahxtce546

cfhoha8gru

premium

cfhoha8gru

6vcveppl656

premium

6vcveppl656

omxflq8e99

premium

omxflq8e99

w4t96ve6r2

premium

w4t96ve6r2

65knhnixavk

premium

65knhnixavk

To view investors' portfolios

WMT

$126.51

+1.35%

28 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 178.1%

RJF

$151.40

+0.36%

2 Buy

7 Hold

0 Sell

Hold

premium

▲ 60.95%

ODFL

$218.10

+2.12%

6 Buy

12 Hold

2 Sell

Hold

premium

▲ 65.09%

$132.53

+2.47%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 136.61%

ARCC

$19.11

+1.78%

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 2.84%

MERC

$1.04

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

▼ 90.1%

PLTR

$147.18

+3.1%

14 Buy

5 Hold

2 Sell

Moderate Buy

premium

▲ 513.57%

PFFA

$21.77

+0.53%

―

premium

▲ 10.05%

GSK

$58.18

+1.84%

0 Buy

3 Hold

0 Sell

Hold

premium

▲ 24.99%

BRSL

$13.17

+2.49%

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 36.8%

KBE

$64.85

+2.76%

431 Buy

288 Hold

25 Sell

Moderate Buy

premium

▲ 42.67%

KDP

$26.39

+1.32%

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

▼ 16.92%

BLK

$1062.63

+3.68%

8 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 80.12%

SCHW

$92.26

-0.39%

11 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 25.63%

VTI

$350.77

+1.37%

14K Buy

7K Hold

847 Sell

Moderate Buy

premium

▲ 58.96%

XEL

$80.94

-0.14%

9 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 36.26%

DPZ

$372.49

+0.95%

10 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 13.62%

TFC

$50.71

+2.59%

11 Buy

4 Hold

2 Sell

Moderate Buy

premium

▲ 32.83%

WKHS

$2.80

+1.82%

0 Buy

2 Hold

0 Sell

Hold

premium

▼ 99.99%

NRDY

$0.95

-0.3%

1 Buy

1 Hold

1 Sell

Hold

premium

▼ 88.19%

SBS

$33.90

+1.25%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 141%

SBUX

$100.32

+1.99%

14 Buy

12 Hold

2 Sell

Moderate Buy

premium

▲ 89.34%

VSEC

$227.20

+4.87%

8 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 371.2%

LNT

$72.67

-0.14%

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

▲ 17.81%

KTB

$77.40

+7.02%

6 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 48.87%

PNC

$224.68

+2.09%

12 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 109.9%

AEP

$133.87

-0.51%

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 32.37%

AWK

$130.54

-0.12%

0 Buy

2 Hold

1 Sell

Hold

premium

▲ 11.76%

AAPL

$270.34

+2.63%

16 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 373.87%

CFG

$64.90

+0.76%

16 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 59.35%

VNT

$37.55

+2.96%

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

▲ 42.26%

TSLA

$401.79

+3.31%

13 Buy

11 Hold

6 Sell

Hold

premium

▲ 259.01%

TSM

$367.14

+1.04%

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 369.19%

$316.86

+0.56%

24 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 64.01%

UNP

$252.25

+0.47%

12 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 11.04%

QSR

$78.47

+1.11%

12 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 104.23%

SPYD

$46.33

+0.46%

446 Buy

565 Hold

83 Sell

Hold

premium

▲ 17%

ALB

$201.84

-6.39%

8 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 121.1%

AXP

$335.44

+2.97%

7 Buy

9 Hold

1 Sell

Moderate Buy

premium

▲ 179.29%

CTAS

$180.22

+1.52%

7 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 87.09%

DUK

$127.67

-0.75%

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 24.32%

$69.16

-0.03%

3 Buy

4 Hold

3 Sell

Hold

premium

▼ 20.49%

EMN

$74.03

+0.93%

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

▼ 32.48%

NVDA

$200.47

+1.07%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 4,583.88%

PRU

$101.76

+1.98%

0 Buy

11 Hold

2 Sell

Hold

premium

▲ 9.33%

ORCL

$175.81

-1.42%

27 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 176.94%

RRGB

$3.91

+1.96%

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 80.32%

$26.53

+0.49%

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 4.14%

SPY

$710.51

+1.26%

5K Buy

3K Hold

299 Sell

Moderate Buy

premium

▲ 129.77%

SYF

$78.09

+3.88%

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 69.29%

SMH

$462.62

+1.72%

374 Buy

143 Hold

14 Sell

Moderate Buy

premium

▲ 401.98%

TTC

$94.31

+1.68%

1 Buy

3 Hold

0 Sell

Hold

premium

▼ 18.69%

VRSK

$178.61

+0.17%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 9.06%

RELX

$36.73

+1.42%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 41.99%

VTRS

$14.69

+4.85%

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

▼ 13.3%

HRI

$109.37

+5.06%

5 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 39.69%

COST

$992.90

+0.58%

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 77.27%

PLL

$7.25

-8.92%

―

premium

▼ 88.89%

MET

$78.05

+1.25%

9 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 30.2%

$523.35

+0.93%

25 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 56.3%

PYPL

$50.88

+2.15%

4 Buy

22 Hold

4 Sell

Hold

premium

▼ 63.12%

OBDC

$11.79

+1.64%

4 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 16.26%

$75.85

+0.89%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 46.37%

LOW

$252.27

+4.06%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 58.97%

DIV

$19.34

+0.62%

105 Buy

152 Hold

27 Sell

Hold

premium

▼ 9.41%

ALLY

$45.41

+8.22%

12 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 7.88%

$62.59

+0.18%

2 Buy

11 Hold

1 Sell

Hold

premium

▼ 20.76%

BIZD

$13.18

+1.7%

―

premium

▼ 11.82%

GRNB

$24.23

+0.44%

―

premium

▼ 9.2%

GPN

$72.28

+2.03%

5 Buy

12 Hold

1 Sell

Hold

premium

▼ 59.8%

BFH

$90.35

+6.9%

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

▲ 23.17%

FDVV

$59.13

+1.34%

824 Buy

541 Hold

70 Sell

Moderate Buy

premium

▲ 55.82%

ASG

$5.14

+1.5%

―

premium

▼ 38.61%

$65.06

+0.65%

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 1.97%

FMS

$23.41

+2.81%

0 Buy

1 Hold

0 Sell

Hold

premium

▼ 46.29%

FAF

$65.76

+3.04%

4 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 0.18%

NIO

$6.83

-0.51%

6 Buy

2 Hold

1 Sell

Moderate Buy

premium

▼ 78.04%

INTU

$392.26

+1.33%

19 Buy

4 Hold

0 Sell

Strong Buy

premium

▼ 0.62%

SIMO

$139.32

+1.69%

7 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 85.09%

$117.68

-3.51%

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 159.2%

WPC

$73.70

+1.11%

4 Buy

4 Hold

2 Sell

Hold

premium

▲ 0.12%

NKE

$46.14

+0.96%

13 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 62.56%

NOW

$96.72

+0.29%

30 Buy

4 Hold

1 Sell

Strong Buy

premium

▼ 17.6%

PEP

$157.14

-0.78%

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 21.15%

PSKY

$11.73

<+0.01%

0 Buy

5 Hold

5 Sell

Moderate Sell

premium

▼ 73.82%

PBR

$20.31

-5.53%

8 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 149.08%

PEG

$81.98

-0.07%

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 60.51%

RBGLY

$14.19

+4.03%

0 Buy

1 Hold

0 Sell

Hold

premium

▼ 26.96%

QCOM

$136.15

+1.25%

8 Buy

17 Hold

3 Sell

Hold

premium

▲ 48.62%

ONL

$2.56

+0.39%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 87.03%

IDRV

$43.55

+2.65%

261 Buy

131 Hold

23 Sell

Hold

premium

▼ 7.51%

CTROF

―

premium

―

CABO

$106.14

-1.17%

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

▼ 91.64%

CGNT

$10.04

+4.37%

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 51.58%

CAT

$796.48

+3.08%

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 251.26%

WBD

$27.48

+0.35%

0 Buy

12 Hold

2 Sell

Hold

premium

▲ 4.94%

SDIV

$26.14

+0.52%

―

premium

▼ 11.46%

WCLD

$27.11

+0.3%

833 Buy

320 Hold

29 Sell

Moderate Buy

premium

▼ 42.45%

SWK

$71.57

+4.53%

3 Buy

4 Hold

1 Sell

Hold

premium

▼ 62.96%

CMS

$77.58

-0.68%

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 19.85%