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New Portfolio - New Portfolio

PerformancePortfolio Details

Jerry

New Portfolio
Individual Investor
Ranked #84,802 out of 767,017 TipRanks' Investors
Success Rate
68%
68 out of 100
profitable transactions
Average Return
12.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.85%
6-Month Return▼ 3.10%
12-Month Return▲ 44.79%
YTD Return▲ 29.35%
Total Return▲ 62.99%

Best Trade

AssetCorebridge ... (CRBG)
Opened at
Closed at
Gain▲ 120.88%

Bio

Mostly aggressive

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▲ 6.42%
Oct 2024
▲ 9.99%
▲ 4.97%
▼ 7.05%
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%
▲ 6.02%▼ 0.89%▲ 6.42%
▲ 9.99%▲ 4.97%▼ 7.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MELI
Mercadolibre
17.24%
▲ 3.49%
3
Buy
Nov 08, 2024
NVDA
Nvidia
18.28%
▲ 11.86%
7
Buy
Nov 07, 2024
EG
Everest Group
14.06%
▲ 1.21%
2
Buy
Nov 07, 2024
RMD
Resmed
15.83%
▲ 0.16%
2
Buy
Nov 07, 2024
VRT
Vertiv Holdings
14.01%
▲ 2.07%
2
Buy
Nov 07, 2024
FOLD
Amicus
13.64%
▼ 8.43%
3
Buy
Nov 06, 2024
SLB
Schlumberger
6.93%
▲ 1.28%
1
Open
Nov 06, 2024
CRBG
Corebridge Financial, Inc.
―
▲ 41.29%
37
Close
Nov 05, 2024
GD
General Dynamics
―
▲ 5.09%
5
Close
Oct 23, 2024
ISRG
Intuitive Surgical
―
▲ 7.55%
2
Close
Oct 23, 2024
CVX
Chevron
―
▼ 2.98%
7
Close
Sep 26, 2024
BP
BP
―
▼ 5.06%
3
Close
Sep 25, 2024
META
Meta Platforms
―
▼ 2.06%
6
Close
May 21, 2024
QQQ
Invesco QQQ Trust
―
▲ 3.35%
2
Close
May 21, 2024
NIO
Nio
―
▼ 6.38%
6
Close
Mar 06, 2024
GOOGL
Alphabet Class A
―
▼ 13.48%
4
Close
Mar 06, 2024
NFLX
Netflix
―
▲ 14.19%
2
Close
Jan 25, 2024
CVS
CVS Health
―
▲ 9.51%
4
Close
Jan 13, 2024
EPD
Enterprise Products Partners
―
▲ 9.16%
12
Close
Nov 14, 2023
AAPL
Apple
―
▲ 5.33%
8
Close
Sep 19, 2023