BERTRAM PEREIRA - New Portfolio

Performance Portfolio Details

Bertram Pereira

BERTRAM PEREIRA

Individual Investor

Ranked #75,504 out of 799,891 TipRanks' Investors

Success Rate

315 out of 542
profitable transactions

Average Return

36.00%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.32% AAPL

13.12% MSFT

6.38% NVDA

6.32% TSLA

3.60% SPYD

48.26% Others

By Assets

86.03% Stocks

13.59% ETFs

0.33% Funds

0.04% Cash

0.00% Cryptocurrency

By Sector

50.19% Technology

13.93% General

9.32% Consumer Cyclical

6.69% Industrials

5.59% Communication Services

14.28% Other

Portfolio Holdings

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To view investors' portfolios

WMT

$97.50

$0.62

(0.63%)

premium

29 Buy

2 Hold

0 Sell

Strong Buy

premium

$785.05B

52.88%

RJF

$152.27

$1.54

(1%)

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$31.03B

22.92%

ODFL

$169.87

$1.74

(1.01%)

premium

5 Buy

12 Hold

1 Sell

Hold

premium

$36.27B

-4.11%

$75.68

$0.45

(0.59%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$142.19B

19.89%

ARCC

$21.97

$0.06

(0.27%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.21B

2.96%

MERC

$4.10

$0.01

(0.24%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$274.84M

-57.23%

PLTR

$126.27

$0.06

(0.05%)

premium

3 Buy

11 Hold

4 Sell

Hold

premium

$298.13B

495.22%

PFFA < ETF >

$20.68

$0.05

(0.24%)

premium

―

premium

$1.50B

-0.38%

GSK

$38.30

$0.34

(0.9%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$75.34B

-15.59%

IGT

$15.45

$0.62

(3.86%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$3.25B

-20.91%

KBE < ETF >

$54.71

$0.29

(0.53%)

premium

398 Buy

291 Hold

31 Sell

Hold

premium

$1.50B

16.33%

KDP

$33.84

$0.01

(0.03%)

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$45.95B

0.45%

BLK

$993.05

$0.61

(0.06%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$153.94B

22.92%

SCHW

$89.11

$0.12

(0.13%)

premium

19 Buy

1 Hold

1 Sell

Strong Buy

premium

$162.13B

13.44%

VTI < ETF >

$291.16

$1.65

(0.56%)

premium

14K Buy

8K Hold

944 Sell

Moderate Buy

premium

$473.28B

11.43%

XEL

$72.53

$0.32

(0.44%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$41.65B

28.79%

DPZ

$493.55

$3.97

(0.8%)

premium

17 Buy

9 Hold

1 Sell

Moderate Buy

premium

$17.04B

-4.07%

TFC

$40.48

$0.92

(2.22%)

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$54.21B

6.07%

WKHS

$0.88

$0.017

(1.98%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$8.22M

-98.52%

NRDY

$1.60

$0.1

(5.88%)

premium

1 Buy

6 Hold

0 Sell

Hold

premium

$313.08M

-15.42%

SBS

$20.90

$0.23

(1.11%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$14.12B

36.08%

SBUX

$85.39

$0.78

(0.92%)

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$96.15B

10.36%

VSEC

$131.56

$2.13

(1.59%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.76B

69.08%

LNT

$63.53

$0.44

(0.7%)

premium

2 Buy

6 Hold

1 Sell

Hold

premium

$16.21B

21.84%

KTB

$72.34

$1.05

(1.43%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.08B

3.05%

PNC

$177.11

$1.53

(0.86%)

premium

10 Buy

4 Hold

2 Sell

Moderate Buy

premium

$70.66B

13.68%

AEP

$103.94

$0.16

(0.15%)

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$55.44B

11.29%

AWK

$143.71

(0%)

premium

2 Buy

5 Hold

2 Sell

Hold

premium

$28.03B

7.59%

AAPL

$205.65

$3.13

(1.5%)

premium

17 Buy

8 Hold

4 Sell

Moderate Buy

premium

$3.12T

10.58%

CFG

$41.19

$0.39

(0.94%)

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$18.03B

13.95%

WBA

$11.21

$0.045

(0.4%)

premium

1 Buy

7 Hold

0 Sell

Hold

premium

$9.73B

-36.87%

VNT

$36.59

$0.37

(1%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.47B

-8.13%

TSLA

$349.63

$7.54

(2.2%)

premium

16 Buy

10 Hold

11 Sell

Hold

premium

$1.10T

95.53%

TSM

$192.30

$1.2

(0.62%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$845.46B

26.02%

$365.40

$2.5

(0.68%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$713.42B

30.35%

UNP

$228.11

$1.39

(0.61%)

premium

14 Buy

6 Hold

1 Sell

Moderate Buy

premium

$137.12B

-5.80%

QSR

$70.58

$0.78

(1.09%)

premium

13 Buy

5 Hold

1 Sell

Moderate Buy

premium

$32.12B

1.94%

SPYD < ETF >

$43.12

$0.11

(0.25%)

premium

441 Buy

485 Hold

65 Sell

Hold

premium

$6.83B

4.93%

ALB

$59.50

$0.26

(0.44%)

premium

7 Buy

11 Hold

3 Sell

Hold

premium

$6.97B

-54.48%

AXP

$295.47

$3.83

(1.28%)

premium

9 Buy

11 Hold

1 Sell

Moderate Buy

premium

$209.69B

23.70%

CTAS

$222.15

$0.88

(0.39%)

premium

5 Buy

5 Hold

3 Sell

Hold

premium

$90.06B

27.91%

DUK

$117.50

$0.51

(0.44%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$90.93B

12.86%

$65.57

$2.04

(3.21%)

premium

0 Buy

3 Hold

3 Sell

Moderate Sell

premium

$23.34B

4.52%

EMN

$82.10

$0.06

(0.07%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.49B

-18.34%

NVDA

$133.91

$1.665

(1.23%)

premium

34 Buy

5 Hold

1 Sell

Strong Buy

premium

$3.31T

43.04%

PRU

$105.88

$0.75

(0.7%)

premium

1 Buy

11 Hold

0 Sell

Hold

premium

$38.22B

-8.26%

ORCL

$159.47

$0.17

(0.11%)

premium

15 Buy

14 Hold

0 Sell

Moderate Buy

premium

$447.67B

28.20%

RRGB

$3.10

$0.02

(0.65%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$54.27M

-56.06%

$27.76

$0.26

(0.93%)

premium

15 Buy

4 Hold

0 Sell

Strong Buy

premium

$201.62B

58.22%

SPY < ETF >

$591.45

$3.4

(0.57%)

premium

4K Buy

3K Hold

302 Sell

Moderate Buy

premium

$601.80B

12.10%

SYF

$59.54

$0.51

(0.85%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$22.86B

35.95%

SMH < ETF >

$244.00

$2.01

(0.82%)

premium

312 Buy

138 Hold

19 Sell

Moderate Buy

premium

$22.02B

4.69%

TTC

$76.98

$0.12

(0.16%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.67B

-14.60%

VRSK

$311.82

$2.53

(0.8%)

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$43.97B

24.54%

RELX

$54.85

$0.18

(0.33%)

premium

―

premium

$100.80B

24.73%

VTRS

$8.85

$0.085

(0.97%)

premium

1 Buy

1 Hold

2 Sell

Hold

premium

$10.28B

-20.87%

HRI

$135.66

$0.98

(0.72%)

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$3.89B

-11.67%

COST

$1035.00

$0.66

(0.06%)

premium

18 Buy

7 Hold

0 Sell

Moderate Buy

premium

$458.92B

29.36%

PLL

$6.35

$0.01

(0.16%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$139.58M

-59.58%

MET

$80.29

$0.58

(0.72%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$54.29B

10.95%

$577.61

$8.8

(1.5%)

premium

18 Buy

3 Hold

0 Sell

Strong Buy

premium

$532.49B

27.57%

PYPL

$72.41

$0.09

(0.12%)

premium

15 Buy

16 Hold

2 Sell

Moderate Buy

premium

$70.33B

11.94%

OBDC

$14.64

$0.08

(0.54%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$7.52B

-10.52%

$71.47

$0.46

(0.64%)

premium

16 Buy

1 Hold

0 Sell

Strong Buy

premium

$309.61B

15.07%

LOW

$230.80

$3.63

(1.55%)

premium

13 Buy

9 Hold

0 Sell

Moderate Buy

premium

$131.21B

2.30%

DIV < ETF >

$17.86

(0%)

premium

120 Buy

158 Hold

28 Sell

Hold

premium

$643.55M

1.77%

ALLY

$35.73

$0.36

(1%)

premium

8 Buy

4 Hold

2 Sell

Moderate Buy

premium

$11.09B

-8.49%

$57.80

$1.6

(2.85%)

premium

2 Buy

7 Hold

1 Sell

Hold

premium

$47.93B

4.50%

BIZD < ETF >

$16.15

(0%)

premium

58 Buy

52 Hold

10 Sell

Hold

premium

$1.55B

-5.91%

GRNB < ETF >

$23.87

(0%)

premium

―

premium

$126.16M

1.42%

GPN

$79.98

$0.87

(1.08%)

premium

7 Buy

15 Hold

1 Sell

Moderate Buy

premium

$19.72B

-24.71%

BFH

$52.81

$0.49

(0.92%)

premium

3 Buy

5 Hold

3 Sell

Hold

premium

$2.48B

28.65%

FDVV < ETF >

$50.59

$0.26

(0.51%)

premium

977 Buy

576 Hold

69 Sell

Moderate Buy

premium

$5.13B

8.89%

ASG < FUND >

$5.25

$0.02

(0.38%)

premium

―

premium

$284.78M

-0.57%

$56.18

$0.07

(0.12%)

premium

3 Buy

12 Hold

0 Sell

Hold

premium

$50.80B

2.31%

FMS

$30.00

$0.845

(2.9%)

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$17.03B

32.92%

FAF

$59.65

$1.37

(2.25%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$6.28B

5.30%

NIO

$3.98

$0.065

(1.61%)

premium

2 Buy

7 Hold

2 Sell

Hold

premium

$8.22B

-22.61%

INTU

$669.52

$1.34

(0.2%)

premium

20 Buy

1 Hold

0 Sell

Strong Buy

premium

$187.55B

0.10%

SIMO

$64.11

$0.04

(0.06%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.16B

-17.89%

$145.65

$0.2

(0.14%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$34.39B

31.25%

WPC

$61.11

$0.65

(1.05%)

premium

2 Buy

5 Hold

2 Sell

Hold

premium

$13.52B

2.74%

NKE

$62.69

$0.61

(0.98%)

premium

14 Buy

15 Hold

0 Sell

Moderate Buy

premium

$91.63B

-32.35%

NOW

$1018.74

$7.01

(0.68%)

premium

30 Buy

3 Hold

1 Sell

Strong Buy

premium

$212.33B

35.96%

PEP

$131.98

$0.19

(0.14%)

premium

3 Buy

10 Hold

0 Sell

Hold

premium

$180.69B

-26.91%

PARA

$11.78

(0%)

premium

2 Buy

7 Hold

6 Sell

Moderate Sell

premium

$8.39B

-2.66%

PBR

$11.98

$0.06

(0.5%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$74.96B

-20.37%

PEG

$79.57

$0.2

(0.25%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$39.81B

7.35%

RBGLY

$13.14

$0.105

(0.81%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$44.15B

12.52%

QCOM

$153.15

$0.55

(0.36%)

premium

8 Buy

8 Hold

1 Sell

Moderate Buy

premium

$168.76B

-22.28%

ONL

$1.77

$0.09

(4.84%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$104.52M

-46.72%

IDRV < ETF >

$31.36

$0.02

(0.06%)

premium

167 Buy

134 Hold

36 Sell

Hold

premium

$151.91M

0.03%

CTROF < FUND >

―

premium

―

premium

―

CABO

$161.35

$9.26

(6.09%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$855.93M

-59.76%

CGNT

$10.80

$0.33

(3.15%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$753.38M

36.33%

CAT

$348.13

$4.44

(1.26%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$165.82B

-2.53%

WBD

$9.19

$0.14

(1.55%)

premium

9 Buy

8 Hold

0 Sell

Moderate Buy

premium

$22.39B

13.79%

VRNT

$17.55

$0.38

(2.12%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.08B

-44.47%

SDIV < ETF >

$21.58

$0.01

(0.05%)

premium

―

premium

$809.73M

-6.62%

WCLD < ETF >

$36.08

$0.12

(0.33%)

premium

865 Buy

398 Hold

44 Sell

Moderate Buy

premium

$409.14M

7.96%