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New Portfolio - New Portfolio

Jerry

New Portfolio
Individual Investor
Ranked #91,736 out of 770,014 TipRanks' Investors
Success Rate
68%
77 out of 113
profitable transactions
Average Return
11.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.25%
6-Month Return▼ 4.04%
12-Month Return▲ 38.73%
YTD Return▲ 29.87%
Total Return▲ 63.64%

Best Trade

Opened at
Closed at
Gain▲ 120.88%

Bio

Mostly aggressive

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 7.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.84%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 6.42%
Oct 2024
▲ 31.73%
▲ 4.73%
▼ 6.67%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.78%
▲ 11.46%▲ 5.06%▲ 8.51%
▼ 2.25%▲ 3.53%▲ 0.63%
▲ 25.72%▲ 1.21%▲ 1.48%
▼ 4.22%▲ 2.34%▲ 0.17%
▲ 7.82%▲ 2.10%▼ 0.84%
▲ 5.70%▼ 0.89%▲ 6.42%
▲ 31.73%▲ 4.73%▼ 6.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
3.7%
▲ 1.32%
2
Buy
Nov 21, 2024
Nvidia
14.08%
▲ 5.97%
8
Buy
Nov 20, 2024
Amicus
12.31%
▼ 9.56%
5
Buy
Nov 20, 2024
Everest Group
13.86%
▲ 6.03%
4
Buy
Nov 20, 2024
Mercadolibre
15.74%
▲ 9.62%
4
Buy
Nov 20, 2024
Resmed
18.17%
▲ 3.35%
4
Buy
Nov 20, 2024
Schlumberger
8.03%
▲ 0.23%
2
Buy
Nov 20, 2024
Micron
3%
▲ 6.21%
1
Open
Nov 20, 2024
Vertiv Holdings
11.1%
▲ 8.93%
3
Buy
Nov 14, 2024
Corebridge Financial, Inc.
▲ 41.29%
37
Close
Nov 05, 2024
General Dynamics
▲ 1.73%
5
Close
Oct 23, 2024
Intuitive Surgical
▲ 7.55%
2
Close
Oct 23, 2024
Chevron
▼ 2.98%
7
Close
Sep 26, 2024
BP
▼ 5.06%
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