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Portfolio #1 - New Portfolio

Jerry Newman

Portfolio #1
Individual Investor
Ranked #13,488 out of 747,285 TipRanks' Investors
Success Rate
68%
70 out of 103
profitable transactions
Average Return
63.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.12%
6-Month Return▲ 10.38%
12-Month Return▲ 6.70%
YTD Return▲ 10.92%
Total Return▲ 173.91%

Best Trade

Opened at
Closed at-
Gain▲ 1604.17%

Bio

Long term view and dividends.

Performance

17.48%0-17.48%
▲ 5.14%
▲ 4.57%
▲ 2.11%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.18%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 5.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.75%
Jun 2024
▲ 17.48%
▲ 1.55%
▲ 2.88%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.11%
▼ 1.87%▲ 1.59%▲ 1.18%
▲ 14.08%▲ 5.22%▲ 2.74%
▲ 5.05%▲ 3.27%▲ 0.52%
▼ 12.40%▼ 4.03%▲ 5.22%
▲ 11.46%▲ 5.06%▲ 0.83%
▼ 2.25%▲ 3.53%▼ 2.75%
▲ 17.48%▲ 1.55%▲ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Argonaut Gold
▼ 77.59%
2
Close
Jul 16, 2024
Alamos Gold
0.16%
▼ 3.46%
1
Open
Jul 16, 2024
CWC Energy Services
▼ 30.00%
2
Close
Nov 10, 2023
Canadian Utilities A
0%
▲ 1.10%
1
Open
May 12, 2021
Cenovus Energy
0%
▲ 207.48%
1
Open
May 12, 2021
Prudential Financial
0%
▲ 41.77%
1
Open
May 12, 2021
Tencent Holdings
0%
▼ 33.54%
1
Open
May 12, 2021
Cadence Design
0%
▲ 128.14%
1
Open
May 12, 2021
Wheaton Precious Metals
0%
▲ 65.44%
1
Open
May 12, 2021
Open Text
0%
▼ 17.15%
1
Open
May 12, 2021
Curaleaf Holdings
0%
▼ 65.96%
1
Open
May 12, 2021
Laurentian Bank
0%
▼ 25.50%
1
Open
May 12, 2021
Vicinity Motor
▼ 9.67%
2
Close
May 12, 2021
Chesswood
▲ 42.10%
9
Close
May 12, 2021
CGI Group
▲ 44.76%
2
Close
May 12, 2021
Morguard NA REIT UN
▲ 23.59%
11
Close
May 12, 2021
Pollard Banknote
▲ 215.79%
4
Close
May 12, 2021
Village Farms International
▲ 51.73%
2
Close
May 12, 2021
Maverix Metals
▼ 0.10%
2
Close
May 12, 2021
Veren
1.45%
▲ 106.29%
8
Buy
Jul 12, 2020