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BERTRAM PEREIRA - New Portfolio

Bertram Pereira

BERTRAM PEREIRA
Individual Investor
Ranked #87,426 out of 743,457 TipRanks' Investors
Success Rate
55%
297 out of 541
profitable transactions
Average Return
26.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.00%
6-Month Return▲ 5.23%
12-Month Return▲ 10.64%
YTD Return▲ 3.55%
Total Return▼ 1.23%

Best Trade

Opened at
Closed at-
Gain▲ 2804.21%

Bio

my portfolio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 6.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.21%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.02%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.34%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.49%
▼ 1.87%▲ 1.59%▼ 2.21%
▲ 14.08%▲ 5.22%▲ 3.39%
▲ 5.05%▲ 3.27%▲ 2.77%
▼ 12.40%▼ 4.03%▼ 3.09%
▲ 11.46%▲ 5.06%▲ 4.02%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 0.26%▲ 0.21%▼ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GameStop
0.03%
▼ 52.14%
1
Buy
May 14, 2024
3M
0.64%
▲ 9.64%
1
Buy
Apr 18, 2024
Daseke
▲ 40.39%
2
Close
Apr 01, 2024
Old Dominion Freight
1.02%
▲ 55.63%
5
Buy
Mar 28, 2024
Liberty All-Star Growth Fund Inc
0.36%
▼ 42.86%
13
Buy
Mar 05, 2024
Walmart
0.61%
▲ 48.61%
3
Buy
Feb 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
3.57%
▼ 3.56%
12
Buy
Feb 20, 2024
Hub Group
0.03%
▲ 14.88%
3
Buy
Jan 29, 2024
Restaurant Brands International
0.03%
▲ 99.56%
5
Buy
Jan 18, 2024
Mediwound
0.09%
▲ 21.18%
1
Buy
Jan 10, 2024
Restaurant Brands International
0.03%
▲ 232.78%
1
Buy
Dec 28, 2023
Novo Nordisk
0.26%
▲ 40.86%
1
Buy
Dec 27, 2023
Pacwest Bancorp
▼ 78.85%
3
Close
Dec 03, 2023
Banc of California
0.01%
▼ 76.55%
1
Buy
Dec 01, 2023
Abbott Laboratories
0.09%
▲ 8.47%
1
Buy
Nov 08, 2023
Taiwan Semiconductor Manufacturing
0.49%
▲ 119.52%
3
Buy
Oct 03, 2023
Coca-Cola
2.39%
▲ 21.55%
17
Buy
Oct 03, 2023
HSBC Holdings
0.12%
▲ 12.09%
1
Buy
Jul 17, 2023
Goldman Sachs BDC
▼ 24.78%
5
Close
Jul 11, 2023
Loyalty Ventures
▼ 96.72%
5
Close
Jul 11, 2023