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New Portfolio - New Portfolio

JERRY P

New Portfolio
Individual Investor
Ranked #209,534 out of 857,303 TipRanks' Investors
Success Rate
56%
36 out of 64
profitable transactions
Average Return
28.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.60%
6-Month Return▲ 10.50%
12-Month Return▲ 52.59%
YTD Return▲ 4.80%
Total Return▲ 90.26%

Best Trade

Opened at
Closed at-
Gain▲ 463.79%

Bio

alternative to 401K

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▼ 1.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.01%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.37%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 9.79%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 0.44%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 4.12%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▼ 1.73%
▲ 12.88%▲ 3.56%▲ 7.13%
▲ 10.96%▲ 2.38%▲ 10.01%
▼ 3.68%▲ 0.19%▼ 5.37%
▼ 0.10%▲ 0.08%▲ 0.56%
▲ 4.06%▲ 1.47%▲ 9.79%
▼ 1.18%▼ 0.86%▼ 0.44%
▲ 1.73%▼ 5.20%▼ 4.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
35.1%
▲ 107.31%
4
Buy
Feb 01, 2025
Schlumberger
▲ 1.84%
3
Close
Jan 22, 2025
Nvidia
16.92%
▲ 135.82%
4
Buy
Jan 15, 2025
Mercadolibre
10.09%
▼ 12.41%
2
Buy
Jan 15, 2025
Resmed
11.71%
▼ 4.55%
2
Buy
Jan 15, 2025
Corebridge Financial, Inc.
10.43%
▼ 20.51%
4
Buy
Jan 15, 2025
Micron
14.94%
▲ 312.59%
2
Buy
Dec 18, 2024
Invesco QQQ Trust
0.41%
▲ 9.36%
1
Open
Dec 17, 2024
SPDR S&P 500 ETF Trust
0.4%
▲ 9.25%
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