BERTRAM PEREIRA - New Portfolio

Bertram Pereira

BERTRAM PEREIRA
Individual Investor
Ranked #66,051 out of 762,027 TipRanks' Investors
Success Rate
60%
322 out of 541
profitable transactions
Average Return
33.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.87%
6-Month Return▲ 16.42%
12-Month Return▲ 31.53%
YTD Return▲ 14.75%
Total Return▲ 9.45%

Best Trade

Opened at
Closed at-
Gain▲ 3124.30%

Bio

my portfolio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 2.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.85%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.24%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 3.10%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 1.79%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 2.77%
▼ 12.40%▼ 4.03%▼ 3.05%
▲ 11.46%▲ 5.06%▲ 4.04%
▼ 2.25%▲ 3.53%▼ 0.85%
▲ 25.72%▲ 1.21%▲ 3.93%
▼ 4.21%▲ 2.34%▲ 1.24%
▲ 7.81%▲ 2.10%▲ 3.10%
▲ 8.83%▲ 1.50%▲ 1.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qiwi
▼ 70.34%
3
Close
Jul 19, 2024
GameStop
0.02%
▼ 56.47%
1
Buy
May 14, 2024
3M
0.8%
▲ 47.27%
1
Buy
Apr 18, 2024
Daseke
▲ 40.39%
2
Close
Apr 01, 2024
Old Dominion Freight
1.07%
▲ 73.78%
5
Buy
Mar 28, 2024
Liberty All-Star Growth Fund Inc
0.37%
▼ 41.56%
13
Buy
Mar 05, 2024
Walmart
0.69%
▲ 79.07%
3
Buy
Feb 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
3.9%
▲ 11.39%
12
Buy
Feb 20, 2024
Hub Group
0.03%
▲ 18.66%
3
Buy
Jan 29, 2024
Restaurant Brands International
0.03%
▲ 99.73%
5
Buy
Jan 18, 2024
Mediwound
0.1%
▲ 38.43%
1
Buy
Jan 10, 2024
Restaurant Brands International
0.03%
▲ 236.20%
1
Buy
Dec 28, 2023
Novo Nordisk
0.2%
▲ 14.39%
1
Buy
Dec 27, 2023
Pacwest Bancorp
▼ 78.85%
3
Close
Dec 03, 2023
Banc of California
0.01%
▼ 72.25%
1
Buy
Dec 01, 2023
Abbott Laboratories
0.1%
▲ 25.48%
1
Buy
Nov 08, 2023
Taiwan Semiconductor Manufacturing
0.54%
▲ 155.76%
3
Buy
Oct 03, 2023
Coca-Cola
2.53%
▲ 35.30%
17
Buy
Oct 03, 2023
HSBC Holdings
0.11%
▲ 14.41%
1
Buy
Jul 17, 2023
Goldman Sachs BDC
▼ 24.78%
5
Close
Jul 11, 2023