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New Portfolio - New Portfolio

JERRY P

New Portfolio
Individual Investor
Ranked #345,321 out of 791,381 TipRanks' Investors
Success Rate
48%
31 out of 64
profitable transactions
Average Return
5.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.13%
6-Month Return▼ 6.14%
12-Month Return▼ 9.27%
YTD Return▼ 8.58%
Total Return▲ 14.47%

Best Trade

Opened at
Closed at-
Gain▲ 254.94%

Bio

alternative to 401K

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 11.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.34%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 8.03%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 1.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.27%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 9.07%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.19%
▲ 2.93%▲ 2.10%▲ 11.44%
▲ 10.00%▼ 0.89%▼ 2.34%
▲ 26.01%▲ 5.96%▲ 4.69%
▲ 5.75%▼ 2.41%▼ 8.03%
▲ 5.32%▲ 2.69%▲ 1.83%
▼ 12.86%▼ 1.27%▼ 1.27%
▼ 2.15%▼ 5.65%▼ 9.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
17.84%
▼ 32.77%
4
Buy
Feb 01, 2025
Schlumberger
▲ 1.84%
3
Close
Jan 22, 2025
Nvidia
16.68%
▲ 48.46%
4
Buy
Jan 15, 2025
Mercadolibre
19.22%
▲ 6.56%
2
Buy
Jan 15, 2025
Resmed
18.31%
▼ 5.48%
2
Buy
Jan 15, 2025
Corebridge Financial, Inc.
21.97%
▲ 2.72%
4
Buy
Jan 15, 2025
Micron
4.92%
▼ 13.41%
2
Buy
Dec 18, 2024
Invesco QQQ Trust
0.52%
▼ 11.84%
1
Open
Dec 17, 2024
SPDR S&P 500 ETF Trust
0.54%
▼ 7.69%
1
Open
Dec 17, 2024
Everest Group
▲ 0.13%
2
Close
Dec 13, 2024
Amicus
▼ 7.87%
2
Close
Dec 13, 2024
iShares Semiconductor ETF
▲ 28.75%
2
Close
Dec 11, 2024
Nio
▼ 87.91%
3
Close
Dec 11, 2024
Advanced Micro Devices
▼ 9.62%
2
Close
Dec 11, 2024
Teladoc
▼ 88.55%
2
Close
Dec 11, 2024
Keysight Technologies
▼ 15.80%
2
Close
Dec 11, 2024
Bank of America
▲ 52.45%
7
Close
Dec 11, 2024
Alphabet Class C
▲ 38.52%
2
Close
Dec 11, 2024
TSMC
▲ 77.88%
3
Close
Dec 11, 2024
Walt Disney
▼ 19.30%
3
Close
Dec 03, 2021