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New Portfolio - New Portfolio

Jerry

New Portfolio
Individual Investor
Ranked #225,099 out of 793,101 TipRanks' Investors
Success Rate
56%
63 out of 113
profitable transactions
Average Return
9.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.05%
6-Month Return▼ 3.65%
12-Month Return▼ 4.13%
YTD Return▲ 1.23%
Total Return▲ 54.64%

Best Trade

Opened at
Closed at
Gain▲ 120.87%

Bio

Mostly aggressive

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 8.91%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 7.23%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 8.23%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.38%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.36%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.17%
▲ 2.93%▲ 2.10%▼ 0.84%
▲ 10.00%▼ 0.89%▲ 8.91%
▲ 26.01%▲ 5.96%▼ 7.23%
▲ 5.39%▼ 2.41%▼ 8.23%
▲ 5.83%▲ 2.69%▲ 3.28%
▼ 12.86%▼ 1.27%▲ 0.38%
▲ 2.82%▼ 4.80%▼ 2.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
3.54%
▼ 12.11%
2
Buy
Nov 21, 2024
Nvidia
13.95%
▲ 1.00%
8
Buy
Nov 20, 2024
Amicus
12.22%
▼ 19.14%
5
Buy
Nov 20, 2024
Everest Group
14.17%
▼ 1.33%
4
Buy
Nov 20, 2024
Mercadolibre
17.76%
▲ 11.41%
4
Buy
Nov 20, 2024
Resmed
18.02%
▼ 7.48%
4
Buy
Nov 20, 2024
Schlumberger
8.5%
▼ 3.19%
2
Buy
Nov 20, 2024
Micron
3.09%
▼ 1.33%
1
Open
Nov 20, 2024
Vertiv Holdings
8.75%
▼ 22.65%
3
Buy
Nov 14, 2024
Corebridge Financial, Inc.
▲ 41.29%
37
Close
Nov 05, 2024
General Dynamics
▲ 0.19%
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