tiprankstipranks

New Portfolio - New Portfolio

JERRY P

New Portfolio
Individual Investor
Ranked #215,429 out of 730,435 TipRanks' Investors
Success Rate
54%
22 out of 41
profitable transactions
Average Return
9.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.69%
6-Month Return▲ 29.57%
12-Month Return▲ 34.94%
YTD Return▲ 0.17%
Total Return▲ 14.54%

Best Trade

Opened at
Closed at-
Gain▲ 169.61%

Bio

alternative to 401K

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 7.32%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.01%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.44%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 13.95%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.69%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 5.49%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.32%
▼ 6.45%▼ 2.17%▼ 7.01%
▲ 9.22%▲ 9.13%▲ 12.44%
▲ 5.14%▲ 4.57%▲ 13.95%
▼ 1.87%▲ 1.59%▼ 1.31%
▲ 14.08%▲ 5.22%▲ 5.62%
▲ 5.05%▲ 3.27%▲ 1.69%
▼ 18.13%▼ 3.38%▼ 5.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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iShares Semiconductor ETF
8.73%
▲ 24.45%
1
Open
Dec 03, 2021
Nio
1%
▼ 89.31%
2
Sell
Dec 03, 2021
Advanced Micro Devices
12.26%
▲ 6.77%
1
Open
Dec 03, 2021
Teladoc
0.82%
▼ 85.58%
1
Open
Dec 03, 2021
Nvidia
26.28%
▲ 169.61%
1
Open
Dec 03, 2021
Keysight Technologies
5.95%
▼ 26.00%
1
Open
Dec 03, 2021
Bank of America
14.03%
▲ 45.18%
6
Open
Dec 03, 2021
Alphabet Class C
18.55%
▲ 10.83%
1
Open
Dec 03, 2021
Taiwan Semiconductor Manufacturing
12.36%
▲ 24.18%
2
Sell
Dec 03, 2021
Walt Disney
▼ 19.30%
3
Close
Dec 03, 2021
Johnson & Johnson
▼ 9.26%
2
Close
Dec 03, 2021
Coca-Cola
▼ 5.42%
2
Close
Dec 03, 2021
Roblox
▲ 43.01%
2
Close
Dec 03, 2021
UnitedHealth
▲ 8.43%
2
Close
Dec 03, 2021
United States Steel
▼ 21.97%
2
Close
Dec 03, 2021
iShares MSCI Emerging Markets ETF
▼ 4.57%
2
Close
Dec 03, 2021
Financial Select Sector SPDR Fund
▼ 0.74%
2
Close
Dec 03, 2021
Pfizer
▲ 52.54%
3
Close
Aug 14, 2021
Apple
▲ 14.42%
2
Close
Aug 14, 2021
Dollar Tree
▼ 5.32%
2
Close
Aug 14, 2021