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BERTRAM PEREIRA - New Portfolio

Bertram Pereira

BERTRAM PEREIRA
Individual Investor
Ranked #81,903 out of 735,028 TipRanks' Investors
Success Rate
57%
306 out of 541
profitable transactions
Average Return
23.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.09%
6-Month Return▲ 13.47%
12-Month Return▲ 20.97%
YTD Return▲ 5.55%
Total Return▲ 0.68%

Best Trade

Opened at
Closed at-
Gain▲ 2062.24%

Bio

my portfolio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.87%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.77%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.21%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.09%
Apr 2024
▲ 11.08%
▲ 5.47%
▲ 4.81%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.87%
▲ 9.22%▲ 9.13%▲ 9.77%
▲ 5.14%▲ 4.57%▲ 6.49%
▼ 1.87%▲ 1.59%▼ 2.21%
▲ 14.08%▲ 5.22%▲ 3.39%
▲ 5.05%▲ 3.27%▲ 2.77%
▼ 12.40%▼ 4.03%▼ 3.09%
▲ 11.08%▲ 5.47%▲ 4.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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GameStop
0.03%
▼ 54.44%
1
Buy
May 14, 2024
3M
0.71%
▲ 14.71%
1
Buy
Apr 18, 2024
Daseke
▲ 40.39%
2
Close
Apr 01, 2024
Old Dominion Freight
1.11%
▲ 59.44%
5
Buy
Mar 28, 2024
Liberty All-Star Growth Fund Inc
0.38%
▼ 43.01%
13
Buy
Mar 05, 2024
Walmart
0.62%
▲ 42.38%
3
Buy
Feb 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
3.98%
▼ 0.16%
12
Buy
Feb 20, 2024
Hub Group
0.03%
▲ 15.04%
3
Buy
Jan 29, 2024
Restaurant Brands International
0.03%
▲ 99.93%
5
Buy
Jan 18, 2024
Mediwound
0.11%
▲ 33.70%
1
Buy
Jan 10, 2024
Restaurant Brands International
0.03%
▲ 232.95%
1
Buy
Dec 28, 2023
Novo Nordisk
0.25%
▲ 27.76%
1
Buy
Dec 27, 2023
Pacwest Bancorp
▼ 78.85%
3
Close
Dec 03, 2023
Banc of California
0.01%
▼ 73.33%
1
Buy
Dec 01, 2023
Abbott Laboratories
0.1%
▲ 9.40%
1
Buy
Nov 08, 2023
Taiwan Semiconductor Manufacturing
0.46%
▲ 93.21%
3
Buy
Oct 03, 2023
Coca-Cola
2.58%
▲ 21.07%
17
Buy
Oct 03, 2023
HSBC Holdings
0.13%
▲ 13.95%
1
Buy
Jul 17, 2023
Goldman Sachs BDC
▼ 24.78%
5
Close
Jul 11, 2023
Loyalty Ventures
▼ 96.72%
5
Close
Jul 11, 2023