tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

JERRY P

New Portfolio
Individual Investor
Ranked #191,065 out of 803,257 TipRanks' Investors
Success Rate
63%
40 out of 64
profitable transactions
Average Return
11.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.99%
6-Month Return▲ 5.10%
12-Month Return▲ 17.18%
YTD Return▲ 15.42%
Total Return▲ 45.53%

Best Trade

Opened at
Closed at-
Gain▲ 369.86%

Bio

alternative to 401K

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 7.38%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.48%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 4.41%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.47%
May 2025
▲ 5.72%
▲ 2.32%
▲ 3.61%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.69%
▲ 5.43%▼ 2.41%▼ 7.38%
▲ 5.99%▲ 2.69%▲ 4.81%
▼ 12.86%▼ 1.27%▼ 1.27%
▼ 1.80%▼ 5.57%▼ 11.48%
▲ 1.76%▼ 0.87%▲ 4.41%
▲ 12.21%▲ 6.28%▲ 16.47%
▲ 5.72%▲ 2.32%▲ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
19.43%
▼ 12.23%
4
Buy
Feb 01, 2025
Schlumberger
▲ 1.84%
3
Close
Jan 22, 2025
Nvidia
18.43%
▲ 96.53%
4
Buy
Jan 15, 2025
Mercadolibre
19.32%
▲ 28.32%
2
Buy
Jan 15, 2025
Resmed
17.1%
▲ 6.00%
2
Buy
Jan 15, 2025
Corebridge Financial, Inc.
19.47%
▲ 9.91%
4
Buy
Jan 15, 2025
Micron
5.27%
▲ 11.14%
2
Buy
Dec 18, 2024
Invesco QQQ Trust
0.49%
▲ 0.01%
1
Open
Dec 17, 2024
SPDR S&P 500 ETF Trust
0.49%
▲ 0.44%
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