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Portfolio 1 - New Portfolio

CERABETH

Portfolio 1
Individual Investor
Ranked #111,829 out of 821,666 TipRanks' Investors
Success Rate
67%
155 out of 232
profitable transactions
Average Return
23.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.53%
6-Month Return▲ 40.95%
12-Month Return▲ 20.58%
YTD Return▲ 26.79%
Total Return▲ 403.79%

Best Trade

Opened at
Closed at
Gain▲ 419.59%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.84%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.57%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.32%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.49%
Sep 2025
▲ 1.27%
▲ 0.82%
▲ 1.60%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.84%
▲ 0.80%▼ 0.87%▼ 0.57%
▲ 11.63%▲ 6.28%▲ 4.32%
▲ 9.25%▲ 5.14%▲ 5.90%
▲ 7.60%▲ 2.30%▲ 3.05%
▲ 2.76%▲ 2.05%▲ 3.23%
▲ 12.88%▲ 3.56%▲ 4.49%
▲ 1.27%▲ 0.82%▲ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IShares Bitcoin Trust Registered
1.65%
0.00%
1
Open
Oct 06, 2025
Veeva Systems
2.77%
0.00%
1
Open
Oct 06, 2025
Apple
7.12%
▲ 36.08%
12
Buy
Sep 19, 2025
GQG Partners Us Select Quality Equity Fund Investor Shares Investor Shares
0%
▲ 0.65%
2
Sell
Sep 18, 2025
Dream Industrl REIT
▲ 0.45%
3
Close
Sep 18, 2025
NextEra Energy
1.9%
▲ 15.99%
1
Open
Sep 18, 2025
Boeing
6.1%
▲ 10.41%
6
Buy
Sep 17, 2025
Warner Bros
2.21%
▲ 122.12%
2
Sell
Sep 17, 2025
Sterling Capital Stratton Mid Cap Value Fund Class A
▼ 1.47%
2
Close
Sep 17, 2025
JPMorgan Equity Premium Income ETF
0%
▲ 3.87%
4
Sell
Sep 11, 2025
MPLX
4.55%
▼ 3.41%
2
Buy
Sep 11, 2025
Sterling Construction
3.26%
▲ 11.58%
1
Open
Sep 11, 2025
CSX
0%
▲ 1.09%
3
Open
Aug 27, 2025
Oklo Inc
3.2%
▲ 89.29%
1
Open
Aug 27, 2025
Microsoft
12.22%
▲ 25.10%
9
Buy
Aug 15, 2025
Walt Disney
6.26%
▲ 0.71%
10
Buy
Aug 04, 2025
Berkshire Hathaway B
4.62%
▲ 18.45%
7
Sell
Jun 26, 2025
Nvidia
3.43%
▲ 122.81%
15
Buy
Jun 26, 2025
GE Vernova Inc.
5.58%
▲ 98.75%
4
Buy
Jun 26, 2025
Ulta Beauty
▲ 16.55%
2
Close
Jun 26, 2025