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New Portfolio - New Portfolio

JERRY P

New Portfolio
Individual Investor
Ranked #150,228 out of 833,195 TipRanks' Investors
Success Rate
69%
44 out of 64
profitable transactions
Average Return
21.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▲ 21.47%
12-Month Return▲ 40.93%
YTD Return▲ 43.00%
Total Return▲ 80.32%

Best Trade

Opened at
Closed at-
Gain▲ 490.83%

Bio

alternative to 401K

Performance

16.47%0-16.47%
▲ 11.63%
▲ 6.28%
▲ 16.47%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.41%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.85%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.01%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 4.91%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 0.61%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 16.47%
▲ 9.25%▲ 5.14%▲ 13.41%
▲ 7.60%▲ 2.30%▲ 3.85%
▲ 2.76%▲ 2.05%▼ 1.73%
▲ 12.88%▲ 3.56%▲ 7.13%
▲ 10.96%▲ 2.38%▲ 10.01%
▼ 3.57%▲ 0.19%▼ 4.91%
▼ 1.96%▼ 0.12%▼ 0.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
24.7%
▲ 29.45%
4
Buy
Feb 01, 2025
Schlumberger
▲ 1.84%
3
Close
Jan 22, 2025
Nvidia
19.99%
▲ 147.13%
4
Buy
Jan 15, 2025
Mercadolibre
13.89%
▲ 6.97%
2
Buy
Jan 15, 2025
Resmed
14.3%
▲ 3.22%
2
Buy
Jan 15, 2025
Corebridge Financial, Inc.
15.57%
▲ 4.23%
4
Buy
Jan 15, 2025
Micron
10.58%
▲ 159.33%
2
Buy
Dec 18, 2024
Invesco QQQ Trust
0.49%
▲ 15.79%
1
Open
Dec 17, 2024
SPDR S&P 500 ETF Trust
0.47%
▲ 14.33%
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