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New Portfolio - New Portfolio

Jerry

New Portfolio
Individual Investor
Ranked #216,403 out of 800,730 TipRanks' Investors
Success Rate
57%
64 out of 113
profitable transactions
Average Return
9.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.78%
6-Month Return▼ 8.36%
12-Month Return▼ 10.09%
YTD Return▲ 0.37%
Total Return▲ 53.33%

Best Trade

Opened at
Closed at
Gain▲ 120.87%

Bio

Mostly aggressive

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 8.91%
Oct 2024
▲ 25.97%
▲ 5.96%
▼ 7.23%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 8.23%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.24%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.14%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 3.46%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 8.91%
▲ 25.97%▲ 5.96%▼ 7.23%
▲ 5.42%▼ 2.41%▼ 8.23%
▲ 6.01%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 0.38%
▼ 1.80%▼ 5.57%▼ 8.24%
▲ 1.76%▼ 0.87%▲ 2.14%
▲ 10.94%▲ 4.43%▲ 3.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
3.84%
▼ 3.74%
2
Buy
Nov 21, 2024
Nvidia
14.94%
▲ 4.37%
8
Buy
Nov 20, 2024
Amicus
8.66%
▼ 42.12%
5
Buy
Nov 20, 2024
Everest Group
13.12%
▼ 7.71%
4
Buy
Nov 20, 2024
Mercadolibre
20.66%
▲ 30.91%
4
Buy
Nov 20, 2024
Resmed
19.43%
▲ 1.01%
4
Buy
Nov 20, 2024
Schlumberger
6.79%
▼ 21.86%
2
Buy
Nov 20, 2024
Micron
2.95%
▼ 4.84%
1
Open
Nov 20, 2024
Vertiv Holdings
9.62%
▼ 14.02%
3
Buy
Nov 14, 2024
Corebridge Financial, Inc.
▲ 41.29%
37
Close
Nov 05, 2024
General Dynamics
▲ 1.34%
5
Close
Oct 23, 2024
Intuitive Surgical
▲ 7.55%
2
Close
Oct 23, 2024
Chevron
▼ 2.98%
7
Close
Sep 26, 2024
BP
▼ 5.07%
3
Close
Sep 25, 2024
Meta Platforms
▼ 2.06%
6
Close
May 21, 2024
Invesco QQQ Trust
▲ 3.35%
2
Close
May 21, 2024
Nio
▼ 6.38%
6
Close
Mar 06, 2024
Alphabet Class A
▼ 13.48%
4
Close
Mar 06, 2024
Netflix
▲ 14.19%
2
Close
Jan 25, 2024
CVS Health
▲ 9.51%
4
Close
Jan 13, 2024