BERTRAM PEREIRA - New Portfolio

Performance Portfolio Details

Bertram Pereira

BERTRAM PEREIRA

Individual Investor

Ranked #73,424 out of 800,242 TipRanks' Investors

Success Rate

316 out of 542
profitable transactions

Average Return

35.73%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.20% AAPL

13.15% MSFT

6.37% TSLA

6.35% NVDA

3.61% SPYD

48.32% Others

By Assets

86.00% Stocks

13.62% ETFs

0.33% Funds

0.04% Cash

0.00% Cryptocurrency

By Sector

50.07% Technology

13.96% General

9.38% Consumer Cyclical

6.71% Industrials

5.55% Communication Services

14.33% Other

Portfolio Holdings

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To view investors' portfolios

WMT

$96.43

$1.37

(1.4%)

After

0.18%

premium

28 Buy

2 Hold

0 Sell

Strong Buy

premium

$785.05B

50.11%

RJF

$148.46

$4.16

(2.73%)

After

4.51%

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$31.03B

22.30%

ODFL

$164.19

$5.41

(3.19%)

After

premium

5 Buy

12 Hold

1 Sell

Hold

premium

$36.27B

-3.34%

$73.42

$2.48

(3.27%)

After

0.04%

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$142.19B

17.24%

ARCC

$21.53

$0.46

(2.09%)

After

0.14%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.21B

2.47%

MERC

$3.78

$0.28

(6.9%)

After

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$274.84M

-59.24%

PLTR

$120.58

$5.01

(3.99%)

After

0.17%

premium

3 Buy

11 Hold

4 Sell

Hold

premium

$298.13B

491.29%

PFFA < ETF >

$20.30

$0.43

(2.07%)

After

0.2%

premium

―

premium

$1.52B

-1.24%

GSK

$38.54

$0.14

(0.36%)

After

0.73%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$75.63B

-13.63%

IGT

$14.99

$0.53

(3.41%)

After

1.67%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.25B

-25.24%

KBE < ETF >

$52.86

$1.93

(3.52%)

After

0.96%

premium

409 Buy

296 Hold

32 Sell

Hold

premium

$1.50B

15.42%

KDP

$33.59

$0.28

(0.83%)

After

0.06%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$45.95B

-0.27%

BLK

$972.83

$24.88

(2.49%)

After

0.12%

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$153.94B

23.95%

SCHW

$87.58

$1.6

(1.79%)

After

0.02%

premium

19 Buy

1 Hold

1 Sell

Strong Buy

premium

$162.13B

13.03%

VTI < ETF >

$286.77

$5.08

(1.74%)

After

0.06%

premium

14K Buy

8K Hold

944 Sell

Moderate Buy

premium

$473.28B

11.29%

XEL

$69.92

$2.395

(3.31%)

After

0.14%

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$41.65B

27.45%

DPZ

$480.49

$12.58

(2.55%)

After

0.31%

premium

17 Buy

9 Hold

1 Sell

Moderate Buy

premium

$17.04B

-4.02%

TFC

$39.12

$1.56

(3.83%)

After

0.15%

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$54.21B

2.88%

WKHS

$0.84

$0.041

(4.63%)

After

0.54%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$8.22M

-98.35%

NRDY

$1.55

$0.07

(4.32%)

After

2.58%

premium

1 Buy

6 Hold

0 Sell

Hold

premium

$313.08M

-16.92%

SBS

$20.88

$0.11

(0.52%)

After

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$14.06B

40.12%

SBUX

$82.98

$2.61

(3.05%)

After

0.02%

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$96.15B

10.13%

VSEC

$129.25

$2.02

(1.54%)

After

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.76B

67.22%

LNT

$61.86

$1.3

(2.06%)

After

premium

3 Buy

4 Hold

1 Sell

Hold

premium

$16.21B

21.18%

KTB

$71.22

$1.85

(2.53%)

After

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.08B

-0.14%

PNC

$172.27

$5.21

(2.94%)

After

premium

10 Buy

4 Hold

2 Sell

Moderate Buy

premium

$70.66B

11.94%

AEP

$102.93

$0.8

(0.77%)

After

0.32%

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$55.44B

12.00%

AWK

$143.48

$0.34

(0.24%)

After

1.07%

premium

2 Buy

5 Hold

3 Sell

Hold

premium

$28.03B

7.04%

AAPL

$202.09

$4.77

(2.31%)

After

0.14%

premium

17 Buy

8 Hold

4 Sell

Moderate Buy

premium

$3.12T

7.54%

CFG

$39.64

$1.66

(4.02%)

After

2.02%

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$18.03B

12.93%

WBA

$11.18

$0.05

(0.45%)

After

premium

1 Buy

7 Hold

0 Sell

Hold

premium

$9.73B

-32.67%

VNT

$35.64

(2.73%)

After

2.27%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.47B

-9.55%

TSLA

$334.62

$9.2

(2.68%)

After

0.67%

premium

16 Buy

10 Hold

11 Sell

Hold

premium

$1.10T

84.25%

TSM

$191.76

$1.69

(0.87%)

After

0.16%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$848.01B

25.89%

$358.30

$8.54

(2.33%)

After

0.07%

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$713.42B

32.94%

UNP

$223.62

$4.71

(2.06%)

After

2.63%

premium

14 Buy

6 Hold

1 Sell

Moderate Buy

premium

$137.12B

-2.82%

QSR

$69.42

$1.38

(1.95%)

After

3.62%

premium

13 Buy

5 Hold

1 Sell

Moderate Buy

premium

$32.26B

2.61%

SPYD < ETF >

$42.04

$1.11

(2.57%)

After

0.38%

premium

444 Buy

484 Hold

67 Sell

Hold

premium

$6.83B

4.55%

ALB

$56.44

$2.88

(4.86%)

After

premium

7 Buy

11 Hold

3 Sell

Hold

premium

$6.97B

-53.16%

AXP

$286.00

$10.17

(3.43%)

After

0.03%

premium

9 Buy

11 Hold

1 Sell

Moderate Buy

premium

$209.69B

21.84%

CTAS

$221.05

$1.82

(0.82%)

After

0.36%

premium

5 Buy

5 Hold

3 Sell

Hold

premium

$90.06B

27.36%

DUK

$116.44

$0.87

(0.74%)

After

0.09%

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$90.93B

12.39%

$63.96

$1.59

(2.43%)

After

0.72%

premium

0 Buy

3 Hold

3 Sell

Moderate Sell

premium

$23.34B

7.07%

EMN

$81.48

$0.87

(1.06%)

After

4.37%

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.49B

-17.61%

NVDA

$131.80

$2.58

(1.92%)

After

0.32%

premium

34 Buy

5 Hold

1 Sell

Strong Buy

premium

$3.31T

40.88%

PRU

$101.80

$4.07

(3.84%)

After

0.23%

premium

1 Buy

11 Hold

1 Sell

Hold

premium

$38.22B

-10.16%

ORCL

$157.18

$3.13

(1.95%)

After

0.11%

premium

15 Buy

14 Hold

0 Sell

Moderate Buy

premium

$447.67B

28.63%

RRGB

$2.89

$0.2

(6.47%)

After

4.5%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$54.27M

-56.29%

$27.47

$0.31

(1.12%)

After

0.11%

premium

15 Buy

4 Hold

0 Sell

Strong Buy

premium

$201.62B

60.86%

SPY < ETF >

$582.86

$9.99

(1.69%)

After

0.01%

premium

4K Buy

3K Hold

303 Sell

Moderate Buy

premium

$601.80B

11.95%

SYF

$57.24

$2.6

(4.34%)

After

0.03%

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$22.86B

33.57%

SMH < ETF >

$241.47

$4.07

(1.66%)

After

0.22%

premium

310 Buy

139 Hold

19 Sell

Moderate Buy

premium

$22.17B

4.63%

TTC

$74.87

$1.87

(2.44%)

After

0.43%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.67B

-11.00%

VRSK

$312.33

$0.77

(0.25%)

After

0.84%

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$43.97B

24.49%

RELX

$55.10

$0.11

(0.2%)

After

1.71%

premium

―

premium

$101.18B

24.33%

VTRS

$8.48

$0.4

(4.5%)

After

premium

1 Buy

1 Hold

2 Sell

Hold

premium

$10.28B

-18.98%

HRI

$125.20

$10.51

(7.74%)

After

1.13%

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$3.89B

-12.07%

COST

$1025.30

$11.52

(1.11%)

After

0.07%

premium

18 Buy

7 Hold

0 Sell

Moderate Buy

premium

$458.92B

29.45%

PLL

$6.23

$0.14

(2.2%)

After

0.16%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$139.58M

-60.41%

MET

$77.90

$2.43

(3.03%)

After

1.3%

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$54.29B

10.66%

$569.54

$11.57

(1.99%)

After

premium

18 Buy

3 Hold

0 Sell

Strong Buy

premium

$532.49B

26.57%

PYPL

$71.65

$0.96

(1.32%)

After

0.11%

premium

15 Buy

16 Hold

2 Sell

Moderate Buy

premium

$70.33B

13.28%

OBDC

$14.30

$0.35

(2.39%)

After

3.15%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.52B

-11.75%

$71.85

$0.16

(0.22%)

After

0.03%

premium

16 Buy

1 Hold

0 Sell

Strong Buy

premium

$309.61B

13.96%

LOW

$227.37

$3.88

(1.68%)

After

0.08%

premium

13 Buy

9 Hold

0 Sell

Moderate Buy

premium

$131.21B

2.84%

DIV < ETF >

$17.44

$0.4

(2.24%)

After

1.49%

premium

121 Buy

157 Hold

28 Sell

Hold

premium

$649.53M

1.94%

ALLY

$33.93

$1.73

(4.85%)

After

0.21%

premium

8 Buy

4 Hold

2 Sell

Moderate Buy

premium

$11.09B

-9.40%

$56.53

$1.47

(2.53%)

After

0.11%

premium

2 Buy

7 Hold

1 Sell

Hold

premium

$47.93B

7.53%

BIZD < ETF >

$15.75

$0.4

(2.48%)

After

0.57%

premium

57 Buy

52 Hold

10 Sell

Hold

premium

$1.56B

-5.78%

GRNB < ETF >

$23.74

$0.114

(0.48%)

After

premium

―

premium

$126.31M

1.23%

GPN

$75.72

$4.01

(5.03%)

After

1.56%

premium

7 Buy

15 Hold

1 Sell

Moderate Buy

premium

$19.72B

-25.74%

BFH

$51.29

$1.7

(3.21%)

After

1.93%

premium

3 Buy

5 Hold

3 Sell

Hold

premium

$2.48B

24.59%

FDVV < ETF >

$49.80

$0.97

(1.91%)

After

0.36%

premium

980 Buy

576 Hold

70 Sell

Moderate Buy

premium

$5.13B

8.51%

ASG < FUND >

$5.22

$0.07

(1.32%)

After

2.3%

premium

―

premium

$284.78M

-0.94%

$55.25

$0.95

(1.69%)

After

0.14%

premium

3 Buy

12 Hold

0 Sell

Hold

premium

$50.80B

2.03%

FMS

$29.80

$0.05

(0.17%)

After

3.72%

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$17.13B

39.36%

FAF

$55.72

$3.48

(5.88%)

After

0.39%

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$6.28B

2.55%

NIO

$3.94

$0.02

(0.51%)

After

0.13%

premium

2 Buy

7 Hold

1 Sell

Hold

premium

$8.21B

-24.57%

INTU

$659.98

$11.18

(1.67%)

After

0.15%

premium

20 Buy

1 Hold

0 Sell

Strong Buy

premium

$187.55B

0.50%

SIMO

$64.71

$0.39

(0.6%)

After

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.16B

-17.10%

$145.37

$1.445

(0.98%)

After

0.46%

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$34.39B

31.92%

WPC

$60.36

$0.7

(1.15%)

After

1.56%

premium

2 Buy

5 Hold

2 Sell

Hold

premium

$13.52B

1.78%

NKE

$59.98

$2.58

(4.12%)

After

1.38%

premium

14 Buy

15 Hold

0 Sell

Moderate Buy

premium

$91.63B

-32.60%

NOW

$1014.76

$7.08

(0.69%)

After

0.15%

premium

30 Buy

3 Hold

1 Sell

Strong Buy

premium

$212.33B

31.50%

PEP

$130.15

$1.65

(1.25%)

After

0.08%

premium

3 Buy

10 Hold

0 Sell

Hold

premium

$180.69B

-27.21%

PARA

$11.89

$0.02

(0.17%)

After

0.17%

premium

2 Buy

7 Hold

6 Sell

Moderate Sell

premium

$8.39B

-1.90%

PBR

$11.91

$0.11

(0.92%)

After

0.41%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$74.68B

-19.97%

PEG

$77.89

$1.48

(1.86%)

After

1.43%

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$39.81B

5.62%

RBGLY

$13.16

$0.01

(0.08%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$44.32B

13.15%

QCOM

$151.31

$2.51

(1.63%)

After

0.05%

premium

8 Buy

8 Hold

1 Sell

Moderate Buy

premium

$168.76B

-23.41%

ONL

$1.71

$0.08

(4.47%)

After

1.75%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$104.52M

-52.14%

IDRV < ETF >

$31.38

$0.02

(0.06%)

After

premium

166 Buy

134 Hold

35 Sell

Hold

premium

$151.91M

0.16%

CTROF < FUND >

―

premium

―

premium

―

CABO

$148.12

$16.74

(10.15%)

After

1.07%

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$855.93M

-54.67%

CGNT

$10.70

$0.25

(2.28%)

After

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$753.38M

45.42%

CAT

$342.51

$6.98

(2%)

After

0.02%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$165.82B

-2.67%

WBD

$8.95

$0.28

(3.03%)

After

0.11%

premium

9 Buy

8 Hold

0 Sell

Moderate Buy

premium

$22.39B

11.87%

VRNT

$16.55

$1.07

(6.07%)

After

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.08B

-44.47%

SDIV < ETF >

$21.24

$0.33

(1.53%)

After

0.05%

premium

―

premium

$814.83M

-6.54%

WCLD < ETF >

$35.18

$1.03

(2.84%)

After

0.11%

premium

863 Buy

393 Hold

45 Sell

Moderate Buy

premium

$406.74M

9.30%