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BERTRAM PEREIRA - New Portfolio

Bertram Pereira

BERTRAM PEREIRA
Individual Investor
Ranked #95,263 out of 729,985 TipRanks' Investors
Success Rate
54%
290 out of 540
profitable transactions
Average Return
19.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.02%
6-Month Return▲ 18.33%
12-Month Return▲ 17.50%
YTD Return▲ 1.08%
Total Return▼ 3.59%

Best Trade

Opened at
Closed at-
Gain▲ 1827.12%

Bio

my portfolio

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 4.97%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.87%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.77%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.21%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.77%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 2.72%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.97%
▼ 6.45%▼ 2.17%▼ 3.87%
▲ 9.22%▲ 9.13%▲ 9.77%
▲ 5.14%▲ 4.57%▲ 6.49%
▼ 1.87%▲ 1.59%▼ 2.21%
▲ 14.08%▲ 5.22%▲ 3.39%
▲ 5.05%▲ 3.27%▲ 2.77%
▼ 14.09%▼ 3.33%▼ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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3M
0.66%
▲ 1.35%
1
Buy
Apr 18, 2024
Daseke
▲ 40.39%
2
Close
Apr 01, 2024
Old Dominion Freight
1.27%
▲ 90.97%
5
Buy
Mar 28, 2024
Liberty All-Star Growth Fund Inc
0.4%
▼ 43.34%
13
Buy
Mar 05, 2024
Walmart
0.62%
▲ 30.13%
3
Buy
Feb 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
4.09%
▼ 4.54%
12
Buy
Feb 20, 2024
Hub Group
0.03%
▲ 8.12%
3
Buy
Jan 29, 2024
Restaurant Brands International
0.03%
▲ 102.20%
5
Buy
Jan 18, 2024
Mediwound
0.12%
▲ 29.21%
1
Buy
Jan 10, 2024
Restaurant Brands International
0.03%
▲ 250.59%
1
Buy
Dec 28, 2023
Novo Nordisk
0.26%
▲ 24.61%
1
Buy
Dec 27, 2023
Pacwest Bancorp
▼ 78.85%
3
Close
Dec 03, 2023
Banc of California
0.01%
▼ 74.50%
1
Buy
Dec 01, 2023
Abbott Labs
0.11%
▲ 13.08%
1
Buy
Nov 08, 2023
Taiwan Semiconductor Manufacturing
0.43%
▲ 69.97%
3
Buy
Oct 03, 2023
Coca-Cola
2.69%
▲ 16.48%
17
Buy
Oct 03, 2023
HSBC Holdings
0.13%
▲ 7.17%
1
Buy
Jul 17, 2023
Goldman Sachs BDC
▼ 24.78%
5
Close
Jul 11, 2023
Loyalty Ventures
▼ 96.72%
5
Close
Jul 11, 2023
Liberty Global A
▼ 24.21%
3
Sell
Jul 11, 2023