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New Portfolio - New Portfolio

PerformancePortfolio Details

Jerald Phelps

New Portfolio
Individual Investor
Ranked #544,859 out of 769,002 TipRanks' Investors
Success Rate
56%
137 out of 245
profitable transactions
Average Return
-2.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.51%
6-Month Return▼ 5.55%
12-Month Return▲ 9.70%
YTD Return▼ 2.24%
Total Return▼ 30.27%

Best Trade

AssetNio (NIO)
Opened at
Closed at
Gain▲ 177.64%

Bio

just a squirrel trying to get a nut

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 6.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.25%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.16%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.69%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.33%
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▼ 1.45%
▲ 25.72%▲ 1.21%▼ 6.03%
▼ 4.22%▲ 2.34%▼ 4.58%
▲ 7.82%▲ 2.10%▲ 5.25%
▲ 5.70%▼ 0.89%▲ 2.16%
▲ 21.94%▲ 3.81%▲ 3.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
―
▲ 16.49%
12
Close
Oct 04, 2024
BIDU
Baidu
―
▼ 4.11%
3
Close
Oct 04, 2024
CELH
Celsius Holdings
21.22%
▼ 17.01%
5
Buy
Oct 04, 2024
ZIM
ZIM Integrated Shipping Services
17.65%
▲ 42.53%
1
Open
Oct 04, 2024
ROKU
Roku
―
▼ 26.12%
3
Close
Sep 20, 2024
BABA
Alibaba
―
▼ 15.35%
5
Close
Sep 20, 2024
NFLX
Netflix
―
▲ 7.86%
12
Close
Sep 20, 2024
DKNG
DraftKings
―
▲ 16.70%
7
Close
Sep 20, 2024
ABBV
AbbVie
―
▲ 13.03%
2
Close
Sep 20, 2024
AMZN
Amazon
14.88%
▲ 34.53%
5
Open
Jul 20, 2024
MU
Micron
7.69%
▼ 7.26%
8
Buy
Jul 12, 2024
IBM
International Business Machines
―
▲ 0.73%
4
Close
Jul 12, 2024
IWM
iShares Russell 2000 ETF
―
▲ 14.34%
5
Close
Jul 12, 2024
TSLA
Tesla
―
▲ 28.14%
6
Close
Jul 12, 2024
QCOM
Qualcomm
11.68%
▼ 17.90%
4
Buy
Jul 12, 2024
OXY
Occidental Petroleum
3.85%
▼ 8.33%
6
Buy
Jul 12, 2024
SNOW
Snowflake
―
▲ 6.33%
3
Close
Jul 12, 2024
MBLY
Mobileye Global, Inc. Class A
12.66%
▼ 37.38%
2
Buy
Jul 12, 2024
NET
Cloudflare
―
▲ 4.59%
2
Close
Jul 12, 2024
PENN
Penn National Gaming
―
▲ 6.41%
2
Close
Jul 12, 2024