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Company Card - New Portfolio

Jeff Burkhart

Company Card
Individual Investor
Ranked #131,152 out of 823,495 TipRanks' Investors
Success Rate
66%
150 out of 226
profitable transactions
Average Return
18.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.65%
6-Month Return▲ 47.66%
12-Month Return▲ 29.04%
YTD Return▲ 32.53%
Total Return▲ 36.86%

Best Trade

Opened at
Closed at-
Gain▲ 582.93%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.79%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 10.99%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.49%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.91%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.54%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.47%
Sep 2025
▲ 3.56%
▼ 0.59%
▲ 3.27%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.79%
▲ 0.80%▼ 0.87%▲ 0.01%
▲ 11.63%▲ 6.28%▲ 10.99%
▲ 9.25%▲ 5.14%▲ 10.49%
▲ 7.60%▲ 2.30%▲ 0.91%
▲ 2.76%▲ 2.05%▲ 5.54%
▲ 12.88%▲ 3.56%▲ 4.47%
▲ 3.56%▼ 0.59%▲ 3.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Health Care Select Sector SPDR Fund
2.24%
▼ 1.06%
16
Buy
Oct 13, 2025
Schwab US Dividend Equity ETF
14.43%
▲ 2.85%
13
Buy
Oct 13, 2025
Worthington Steel, Inc.
0.92%
▼ 0.90%
8
Buy
Oct 13, 2025
Novo Nordisk
0.71%
▼ 4.98%
7
Buy
Oct 13, 2025
Boeing
1.74%
▲ 14.55%
3
Buy
Oct 13, 2025
Vertiv Holdings
2.37%
▲ 17.56%
12
Sell
Oct 13, 2025
Global X Uranium ETF
1.96%
▲ 25.27%
6
Sell
Oct 13, 2025
MongoDB
1.47%
▼ 1.37%
4
Buy
Oct 13, 2025
Centrus Energy
2.73%
▲ 333.21%
5
Sell
Oct 13, 2025
Range Nuclear Renaissance Index ETF
1.06%
▲ 50.66%
4
Sell
Oct 13, 2025
VanEck Uranium + Nuclear Energy ETF
0.98%
▲ 68.22%
3
Sell
Oct 13, 2025
Toast Inc
0.98%
▲ 1.95%
7
Buy
Oct 13, 2025
Salesforce
0.59%
▼ 4.84%
3
Buy
Oct 13, 2025
Constellation Brands
0.45%
▼ 13.16%
4
Buy
Oct 13, 2025
UnitedHealth
3.36%
▲ 7.57%
4
Buy
Oct 13, 2025
Amazon
5.74%
▲ 35.11%
5
Sell
Oct 13, 2025
KraneShares CSI China Internet ETF
0.18%
▲ 6.02%
1
Buy
Oct 13, 2025
First Solar
0.5%
▲ 39.10%
1
Buy
Oct 13, 2025
Schwab U.S. Large-Cap ETF
18.37%
▲ 18.18%
12
Sell
Aug 21, 2025
Lam Research
▲ 13.31%
4
Close
Aug 15, 2025