tiprankstipranks

New Portfolio - New Portfolio

Jerry

New Portfolio
Individual Investor
Ranked #232,364 out of 783,334 TipRanks' Investors
Success Rate
57%
64 out of 113
profitable transactions
Average Return
9.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.43%
6-Month Return▼ 5.89%
12-Month Return▲ 13.03%
YTD Return▲ 2.92%
Total Return▲ 57.17%

Best Trade

Opened at
Closed at
Gain▲ 120.88%

Bio

Mostly aggressive

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.84%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 8.91%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 7.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 8.20%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 2.92%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.63%
▲ 8.13%▲ 1.21%▲ 1.47%
▼ 13.14%▲ 2.34%▲ 0.17%
▲ 2.93%▲ 2.10%▼ 0.84%
▲ 9.99%▼ 0.89%▲ 8.91%
▲ 26.04%▲ 5.96%▼ 7.30%
▲ 5.93%▼ 2.41%▼ 8.20%
▲ 2.91%▲ 3.15%▲ 2.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
3.83%
▼ 0.70%
2
Buy
Nov 21, 2024
Nvidia
13.67%
▲ 1.78%
8
Buy
Nov 20, 2024
Amicus
12.93%
▼ 10.77%
5
Buy
Nov 20, 2024
Everest Group
13.25%
▼ 4.46%
4
Buy
Nov 20, 2024
Mercadolibre
15.46%
▼ 1.36%
4
Buy
Nov 20, 2024
Resmed
19.87%
▲ 4.71%
4
Buy
Nov 20, 2024
Schlumberger
7.97%
▼ 6.21%
2
Buy
Nov 20, 2024
Micron
2.81%
▼ 9.40%
1
Open
Nov 20, 2024
Vertiv Holdings
10.21%
▼ 8.84%
3
Buy
Nov 14, 2024
Corebridge Financial, Inc.
▲ 41.29%
37
Close
Nov 05, 2024
General Dynamics
▼ 1.40%
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