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New Portfolio - New Portfolio

JERRY P

New Portfolio
Individual Investor
Ranked #352,366 out of 795,507 TipRanks' Investors
Success Rate
42%
27 out of 64
profitable transactions
Average Return
2.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.04%
6-Month Return▼ 20.16%
12-Month Return▼ 7.17%
YTD Return▼ 13.44%
Total Return▲ 9.14%

Best Trade

Opened at
Closed at-
Gain▲ 262.05%

Bio

alternative to 401K

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 11.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.34%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 7.38%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.48%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 5.51%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 11.44%
▲ 10.00%▼ 0.89%▼ 2.34%
▲ 25.98%▲ 5.96%▲ 4.69%
▲ 5.34%▼ 2.41%▼ 7.38%
▲ 5.99%▲ 2.69%▲ 4.81%
▼ 12.86%▼ 1.27%▼ 1.26%
▼ 1.80%▼ 5.57%▼ 11.48%
▼ 12.15%▼ 4.55%▼ 5.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
16.2%
▼ 43.67%
4
Buy
Feb 01, 2025
Schlumberger
▲ 1.84%
3
Close
Jan 22, 2025
Nvidia
18.44%
▲ 51.44%
4
Buy
Jan 15, 2025
Mercadolibre
20.91%
▲ 6.93%
2
Buy
Jan 15, 2025
Resmed
18.81%
▼ 10.42%
2
Buy
Jan 15, 2025
Corebridge Financial, Inc.
20.37%
▼ 11.46%
4
Buy
Jan 15, 2025
Micron
4.17%
▼ 32.28%
2
Buy
Dec 18, 2024
Invesco QQQ Trust
0.54%
▼ 14.93%
1
Open
Dec 17, 2024
SPDR S&P 500 ETF Trust
0.56%
▼ 11.08%
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