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BERTRAM PEREIRA - New Portfolio

Bertram Pereira

BERTRAM PEREIRA
Individual Investor
Ranked #68,541 out of 793,971 TipRanks' Investors
Success Rate
59%
318 out of 542
profitable transactions
Average Return
28.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.76%
6-Month Return▼ 0.33%
12-Month Return▲ 7.92%
YTD Return▼ 2.28%
Total Return▲ 6.08%

Best Trade

Opened at
Closed at-
Gain▲ 2432.24%

Bio

my portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.85%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.72%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.65%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 4.76%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.26%
▲ 2.93%▲ 2.10%▲ 3.10%
▲ 10.00%▼ 0.89%▼ 0.70%
▲ 26.01%▲ 5.96%▲ 6.85%
▲ 5.33%▼ 2.41%▼ 4.72%
▲ 5.89%▲ 2.69%▲ 3.27%
▼ 12.86%▼ 1.27%▼ 0.65%
▼ 1.28%▼ 6.20%▼ 4.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 75.59%
2
Close
Feb 27, 2025
CoStar Group
0.06%
▲ 6.55%
1
Buy
Feb 27, 2025
Qiwi
▼ 70.34%
3
Close
Jul 19, 2024
GameStop
0.03%
▼ 54.22%
1
Buy
May 14, 2024
3M
0.92%
▲ 60.04%
1
Buy
Apr 18, 2024
Daseke
▲ 40.39%
2
Close
Apr 01, 2024
Old Dominion Freight
0.93%
▲ 44.09%
5
Buy
Mar 28, 2024
Liberty All-Star Growth Fund Inc
0.33%
▼ 44.15%
13
Buy
Mar 05, 2024
Walmart
0.79%
▲ 93.34%
3
Buy
Feb 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
3.95%
▲ 6.69%
12
Buy
Feb 20, 2024
Hub Group
0.02%
▼ 0.37%
3
Buy
Jan 29, 2024
Restaurant Brands International
0.03%
▲ 97.19%
5
Buy
Jan 18, 2024
Mediwound
0.09%
▲ 22.20%
1
Buy
Jan 10, 2024
Restaurant Brands International
0.03%
▲ 231.16%
1
Buy
Dec 28, 2023
Novo Nordisk
0.12%
▼ 32.74%
1
Buy
Dec 27, 2023
Pacwest Bancorp
▼ 78.85%
3
Close
Dec 03, 2023
Banc of California
0.01%
▼ 74.06%
1
Buy
Dec 01, 2023
Abbott Laboratories
0.12%
▲ 39.42%
1
Buy
Nov 08, 2023
TSMC
0.47%
▲ 111.45%
3
Buy
Oct 03, 2023
Coca-Cola
2.72%
▲ 37.57%
17
Buy
Oct 03, 2023