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Portfolio 1 - New Portfolio

Berty

Portfolio 1
Individual Investor
Ranked #423,226 out of 740,486 TipRanks' Investors
Success Rate
51%
29 out of 57
profitable transactions
Average Return
-1.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.12%
6-Month Return▲ 4.64%
12-Month Return-
YTD Return▲ 5.63%
Total Return▲ 13.33%

Best Trade

Opened at
Closed at-
Gain▲ 48.39%

Bio

Performance

14.08%0-14.08%
▲ 9.22%
▲ 9.13%
▲ 8.77%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 0.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.83%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.13%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.01%
May 2024
▼ 4.96%
▲ 2.92%
▼ 4.08%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 8.77%
▲ 5.14%▲ 4.57%▼ 0.93%
▼ 1.87%▲ 1.59%▼ 0.83%
▲ 14.08%▲ 5.22%▲ 2.29%
▲ 5.05%▲ 3.27%▲ 7.13%
▼ 12.40%▼ 4.03%▼ 6.18%
▲ 11.46%▲ 5.06%▲ 8.01%
▼ 4.96%▲ 2.92%▼ 4.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fabrinet
1.85%
▲ 4.14%
1
Open
May 20, 2024
PDD Holdings
1.85%
▲ 1.51%
1
Open
May 18, 2024
Ardmore Shipping
1.85%
▼ 7.04%
1
Open
May 18, 2024
Valero Energy
1.85%
▼ 7.74%
1
Open
May 18, 2024
Jackson Financial Incorporation
1.85%
▼ 8.81%
1
Open
May 18, 2024
Verona Pharma
1.85%
▲ 18.47%
1
Open
May 18, 2024
Hudson Tech
1.85%
▼ 4.90%
1
Open
May 18, 2024
ENGIE SA
1.85%
▼ 16.43%
1
Open
May 18, 2024
MINISO Group Holding
1.85%
▼ 10.45%
1
Open
May 18, 2024
Sprouts Farmers
1.85%
▼ 3.81%
1
Open
May 17, 2024
Taseko Mines
1.85%
▼ 21.89%
1
Open
May 17, 2024
NRG Energy
1.85%
▼ 4.45%
1
Open
May 17, 2024
Tenet Healthcare
1.85%
▲ 7.43%
1
Open
May 17, 2024
Celestica
1.85%
▲ 14.84%
1
Open
May 10, 2024
Rolls-Royce
1.85%
▲ 9.46%
1
Open
May 10, 2024
Meta Platforms
1.85%
▲ 5.98%
1
Open
May 10, 2024
Intesa Sanpaolo
1.85%
▼ 5.47%
1
Open
May 10, 2024
Dorian LPG
1.85%
▼ 5.84%
1
Open
May 10, 2024
M/I Homes
1.85%
▼ 0.14%
1
Open
May 10, 2024
Alphabet Class C
1.85%
▲ 4.86%
1
Open
May 10, 2024