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New Portfolio - New Portfolio

JERRY P

New Portfolio
Individual Investor
Ranked #221,301 out of 803,748 TipRanks' Investors
Success Rate
59%
38 out of 64
profitable transactions
Average Return
11.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.34%
6-Month Return▲ 7.58%
12-Month Return▲ 14.98%
YTD Return▲ 14.63%
Total Return▲ 44.54%

Best Trade

Opened at
Closed at-
Gain▲ 363.39%

Bio

alternative to 401K

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.38%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.48%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 4.41%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.47%
May 2025
▲ 2.29%
▲ 1.29%
▲ 2.90%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.69%
▲ 5.10%▼ 2.41%▼ 7.38%
▲ 6.03%▲ 2.69%▲ 4.81%
▼ 12.86%▼ 1.27%▼ 1.27%
▼ 1.80%▼ 5.57%▼ 11.48%
▲ 1.83%▼ 0.87%▲ 4.41%
▲ 12.21%▲ 6.28%▲ 16.47%
▲ 2.29%▲ 1.29%▲ 2.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
20.04%
▼ 10.20%
4
Buy
Feb 01, 2025
Schlumberger
▲ 1.84%
3
Close
Jan 22, 2025
Nvidia
18.32%
▲ 93.83%
4
Buy
Jan 15, 2025
Mercadolibre
19.28%
▲ 27.01%
2
Buy
Jan 15, 2025
Resmed
17.02%
▲ 4.60%
2
Buy
Jan 15, 2025
Corebridge Financial, Inc.
18.99%
▲ 6.33%
4
Buy
Jan 15, 2025
Micron
5.38%
▲ 12.56%
2
Buy
Dec 18, 2024
Invesco QQQ Trust
0.49%
▼ 1.34%
1
Open
Dec 17, 2024
SPDR S&P 500 ETF Trust
0.49%
▼ 0.58%
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