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Portfolio #1 - New Portfolio

PerformancePortfolio Details

Jerry Newman

Portfolio #1
Individual Investor
Ranked #17,912 out of 775,923 TipRanks' Investors
Success Rate
67%
69 out of 103
profitable transactions
Average Return
64.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.84%
6-Month Return▲ 10.14%
12-Month Return▲ 20.36%
YTD Return▲ 19.32%
Total Return▲ 194.67%

Best Trade

AssetK92 Mining (KNT)
Opened at
Closed at-
Gain▲ 1712.50%

Bio

Long term view and dividends.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.75%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.39%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.50%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.33%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.83%
▼ 2.25%▲ 3.53%▼ 2.75%
▲ 25.71%▲ 1.21%▲ 7.52%
▼ 4.22%▲ 2.34%▼ 4.77%
▲ 7.82%▲ 2.10%▲ 3.52%
▲ 5.38%▼ 0.89%▲ 0.39%
▲ 43.22%▲ 5.96%▲ 6.50%
▲ 3.34%▼ 1.56%▼ 2.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AW.UN
A&W Revenue Royalties
―
▲ 50.57%
10
Close
Oct 17, 2024
AR
Argonaut Gold
―
▼ 77.59%
2
Close
Jul 16, 2024
AGI
Alamos Gold
0.19%
▲ 8.47%
1
Open
Jul 16, 2024
CWC
CWC Energy Services
―
▼ 30.00%
2
Close
Nov 10, 2023
CU
Canadian Utilities A
0%
▲ 17.15%
1
Open
May 12, 2021
CVE
Cenovus Energy
0%
▲ 133.64%
1
Open
May 12, 2021
PRU
Prudential Financial
0%
▲ 36.21%
1
Open
May 12, 2021
TCEHY
Tencent Holdings
0%
▼ 22.89%
1
Open
May 12, 2021
CDNS
Cadence Design
0%
▲ 147.55%
1
Open
May 12, 2021
WPM
Wheaton Precious Metals
0%
▲ 63.38%
1
Open
May 12, 2021
OTEX
Open Text
0%
▼ 21.08%
1
Open
May 12, 2021
CURA
Curaleaf Holdings
0%
▼ 87.85%
1
Open
May 12, 2021
LB
Laurentian Bank
0%
▼ 18.02%
1
Open
May 12, 2021
VMC
Vicinity Motor
―
▼ 9.67%
2
Close
May 12, 2021
CHW
Chesswood
―
▲ 42.10%
9
Close
May 12, 2021
GIB.A
CGI Group
―
▲ 44.76%
2
Close
May 12, 2021
MRG.UN
Morguard NA REIT UN
―
▲ 23.59%
11
Close
May 12, 2021
PBL
Pollard Banknote
―
▲ 215.78%
4
Close
May 12, 2021
VFF
Village Farms International
―
▲ 51.73%
2
Close
May 12, 2021
MMX
Maverix Metals
―
▼ 0.10%
2
Close
May 12, 2021