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New Portfolio - New Portfolio

Jerry

New Portfolio
Individual Investor
Ranked #125,114 out of 858,746 TipRanks' Investors
Success Rate
66%
75 out of 113
profitable transactions
Average Return
19.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.67%
6-Month Return▲ 18.81%
12-Month Return▲ 60.47%
YTD Return▲ 8.83%
Total Return▲ 122.21%

Best Trade

Opened at
Closed at-
Gain▲ 315.54%

Bio

Mostly aggressive

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.71%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.39%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 8.35%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.86%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 0.74%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 2.54%
Mar 2026
▲ 3.17%
▲ 1.37%
▲ 3.74%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.84%
▲ 10.96%▲ 2.38%▲ 4.71%
▼ 3.68%▲ 0.19%▼ 1.39%
▼ 0.10%▲ 0.08%▲ 8.35%
▲ 4.06%▲ 1.47%▲ 6.86%
▼ 1.10%▼ 0.86%▲ 0.74%
▲ 1.22%▼ 4.94%▼ 2.54%
▲ 3.17%▲ 1.37%▲ 3.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
2.49%
▼ 12.03%
2
Buy
Nov 21, 2024
Nvidia
14.83%
▲ 21.69%
8
Buy
Nov 20, 2024
Amicus
14.41%
▲ 34.55%
5
Buy
Nov 20, 2024
Everest Group
9.32%
▼ 6.19%
4
Buy
Nov 20, 2024
Mercadolibre
10.47%
▼ 7.31%
4
Buy
Nov 20, 2024
Resmed
13.21%
▼ 3.39%
4
Buy
Nov 20, 2024
Schlumberger
7.49%
▲ 24.12%
2
Buy
Nov 20, 2024
Micron
9.18%
▲ 315.54%
1
Open
Nov 20, 2024
Vertiv Holdings
18.59%
▲ 132.31%
3
Buy
Nov 14, 2024
Corebridge Financial, Inc.
▲ 41.29%
37
Close
Nov 05, 2024
General Dynamics
▲ 10.20%
5
Close
Oct 23, 2024
Intuitive Surgical
▲ 7.55%
2
Close
Oct 23, 2024
Chevron
▼ 2.98%
7
Close
Sep 26, 2024
BP
▼ 5.07%
3
Close
Sep 25, 2024
Meta Platforms
▼ 2.06%
6
Close
May 21, 2024
Invesco QQQ Trust
▲ 3.35%
2
Close
May 21, 2024
Nio
▼ 6.38%
6
Close
Mar 06, 2024
Alphabet Class A
▼ 13.48%
4
Close
Mar 06, 2024
Netflix
▲ 14.19%
2
Close
Jan 25, 2024
CVS Health
▲ 9.51%
4
Close
Jan 13, 2024