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New Portfolio - New Portfolio

PerformancePortfolio Details

Jerald Phelps

New Portfolio
Individual Investor
Ranked #491,851 out of 747,498 TipRanks' Investors
Success Rate
54%
131 out of 241
profitable transactions
Average Return
-1.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.78%
6-Month Return▲ 1.05%
12-Month Return▼ 4.97%
YTD Return▼ 4.70%
Total Return▼ 32.03%

Best Trade

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

Bio

just a squirrel trying to get a nut

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 10.47%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.12%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 2.54%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.47%
▼ 1.87%▲ 1.59%▼ 7.12%
▲ 14.08%▲ 5.22%▲ 6.20%
▲ 5.05%▲ 3.27%▲ 1.55%
▼ 12.40%▼ 4.03%▼ 5.33%
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▼ 1.45%
▲ 25.65%▲ 0.88%▼ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
8.76%
▲ 17.86%
11
Open
Jul 20, 2024
AMZN
Amazon
10.44%
▲ 46.23%
5
Open
Jul 20, 2024
ROKU
Roku
3.49%
▼ 39.21%
2
Buy
Jul 12, 2024
BABA
Alibaba
4.37%
▼ 23.54%
4
Buy
Jul 12, 2024
MU
Micron
6.53%
▼ 2.64%
8
Buy
Jul 12, 2024
NFLX
Netflix
18.55%
▲ 6.12%
11
Open
Jul 12, 2024
IBM
International Business Machines
―
▲ 0.73%
4
Close
Jul 12, 2024
DKNG
DraftKings
2.09%
▲ 13.68%
6
Buy
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
10.98%
▼ 7.60%
4
Buy
Jul 12, 2024
OXY
Occidental Petroleum
3.5%
▲ 1.32%
6
Buy
Jul 12, 2024
BIDU
Baidu
2.62%
▼ 21.55%
2
Buy
Jul 12, 2024
SNOW
Snowflake
―
▲ 6.33%
3
Close
Jul 12, 2024
MBLY
Mobileye Global, Inc. Class A
13.76%
▼ 8.69%
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
CELH
Celsius Holdings
2.67%
▲ 4.79%
4
Buy
Jun 23, 2024
DELL
Dell Technologies
7.34%
▼ 10.00%
2
Buy
Jun 23, 2024
ABBV
AbbVie
4.91%
▲ 0.67%
1
Open
Jun 23, 2024